Budget - Releases

Fixed

• Dashboard could render half-empty (hero tiles only, widget grid invisible): a Chart.js resize on a hidden tile's detached canvas threw during initialization, and the widget grid was never revealed. Chart resizing now skips detached canvases and the grid is revealed before the resize pass. Likely also behind "nothing happens" reports after certain actions (#273)
• Dashboard tiles with a saved account selection pointing at a deleted account (e.g. after factory reset + import re-numbered accounts) no longer error with 404s and stay empty — stale selections fall back to all accounts
• Account balances are now derived from the ledger instead of running deltas — the root cause behind every historical balance-discrepancy report (#3, #89, #124, #163, #187, #194, #274). The stored balance was a running total that each transaction code path adjusted by hand; any missed or mis-signed delta corrupted it permanently. Every transaction create/update/delete (and retroactive rule run, repair action, import and bank sync) now recomputes balance = opening balance + net of non-scheduled transactions, making drift impossible and self-healing past inconsistencies on the next write. A one-time migration backfills the opening balance so displayed balances do not change on upgrade (#274)
• Marking a bill as paid now warns loudly when no transaction was recorded (bill without an account, or transaction creation failed) — previously the bill was advanced silently and the account balance never reflected the payment, drifting from the real bank balance every cycle (#89, #274)
• The app's own export→import now preserves transaction status (scheduled transactions no longer silently become balance-affecting after a migration) and restores the opening-balance invariant for imported accounts
• "Skip Duplicate Transactions" off is now honored: previously rows whose import ID already existed were still rejected deeper in the stack (duplicate-ID guard + unique index), so parts of the batch silently failed to import. Intentional duplicates now get a uniquified import ID and the entire batch imports (#275)
• Import duplicate detection no longer gives false positives for legitimately identical rows — e.g. two same-priced purchases on the same day with the same description. Identical rows within one file now import as distinct transactions (occurrence-aware import IDs), while re-importing the same statement still skips everything it already imported. Re-importing an older statement also recovers transactions the previous logic wrongly skipped (#276)

Fixed

• Install/upgrade aborted on Nextcloud 32 and earlier with "Primary index name on oc_budget_import_templates is too long". The budget_import_templates migration created its primary key without an explicit name, so Nextcloud derived a default name and hit the Oracle-compatibility identifier limit (the unprefixed table name is exactly 23 characters). The primary key now has an explicit short name. Thanks to @TheUnderdev for the report and fix (#272)

Added

• Shared savings goals — share a savings goal with another Nextcloud user. Recipients see a "Shared" badge and can view progress; with write permission they can edit the goal and add money, while only the owner can delete it (#255)
• Auto-derived budgets from recurring items — a (sub-)category with no manually-set budget now shows its committed recurring total (active recurring bills + recurring income, normalized to the budget period) as an automatic budget limit, marked "auto". Typing a value always overrides it (#269)
• Exclude extraordinary/one-time items from the forecast — a per-transaction "exclude from forecast" flag (with a "No forecast" list badge), the same flag on recurring bills/income (propagated to generated transactions), and a matching import-rule action. Flagged amounts still affect your balance but are kept out of the projection averages (#270)
• Reusable CSV import templates — save column mappings and import options and reapply them to future imports (#247)
• OFX/QIF import account routing — route multi-account OFX/QIF files to the right Budget accounts, remembered across subsequent imports
• Bank sync: pending transactions — option to import not-yet-posted (pending) transactions, automatically reconciled when they clear (#257)
• Bill start dates — a bill only occurs on or after its start date, making it easy to change a recurring cost mid-year by ending one bill and starting another (#268)
• "Shared with me" expenses view — recipients can now see expenses that have been shared with them (#248)
• Dashboard period indicator — chart tiles now show a read-only indicator of the period they cover (#250)

Fixed

• Dashboard now collapses to a single full-width column on phones, independent of your configured desktop column count (#249)
• "Excluded from reports" categories no longer appear in the Budget view (#266, #267)
• Category spending chart shows income as positive with the correct label (#265)
• Tag-linked savings goals now sum net realized contributions (credits minus debits, excluding scheduled) (#264)
• Recurring income description is now persisted on create (#263)
• Transfers are now excluded from dashboard income/expense totals (#262)
• Account Breakdown report now uses each account's own currency instead of a single assumed one (#256)
• Fixed a PageController crash (TypeError) on unauthenticated requests (#259)
• Quick Add date field normalization on iOS (#235)

Docs

• Documented the standalone Quick Add page and the iOS home-screen workaround
• Noted that GoCardless no longer accepts new bank-sync sign-ups; EU/UK self-hosters without an existing account are pointed to manual import (#271)

Fixed

• Dashboard could render half-empty (hero tiles only, widget grid invisible): a Chart.js resize on a hidden tile's detached canvas threw during initialization, and the widget grid was never revealed. Chart resizing now skips detached canvases and the grid is revealed before the resize pass. Likely also behind "nothing happens" reports after certain actions (#273)
• Dashboard tiles with a saved account selection pointing at a deleted account (e.g. after factory reset + import re-numbered accounts) no longer error with 404s and stay empty — stale selections fall back to all accounts
• Account balances are now derived from the ledger instead of running deltas — the root cause behind every historical balance-discrepancy report (#3, #89, #124, #163, #187, #194, #274). The stored balance was a running total that each transaction code path adjusted by hand; any missed or mis-signed delta corrupted it permanently. Every transaction create/update/delete (and retroactive rule run, repair action, import and bank sync) now recomputes balance = opening balance + net of non-scheduled transactions, making drift impossible and self-healing past inconsistencies on the next write. A one-time migration backfills the opening balance so displayed balances do not change on upgrade (#274)
• Marking a bill as paid now warns loudly when no transaction was recorded (bill without an account, or transaction creation failed) — previously the bill was advanced silently and the account balance never reflected the payment, drifting from the real bank balance every cycle (#89, #274)
• The app's own export→import now preserves transaction status (scheduled transactions no longer silently become balance-affecting after a migration) and restores the opening-balance invariant for imported accounts
• "Skip Duplicate Transactions" off is now honored: previously rows whose import ID already existed were still rejected deeper in the stack (duplicate-ID guard + unique index), so parts of the batch silently failed to import. Intentional duplicates now get a uniquified import ID and the entire batch imports (#275)
• Import duplicate detection no longer gives false positives for legitimately identical rows — e.g. two same-priced purchases on the same day with the same description. Identical rows within one file now import as distinct transactions (occurrence-aware import IDs), while re-importing the same statement still skips everything it already imported. Re-importing an older statement also recovers transactions the previous logic wrongly skipped (#276)

Fixed

• Install/upgrade aborted on Nextcloud 32 and earlier with "Primary index name on oc_budget_import_templates is too long". The budget_import_templates migration created its primary key without an explicit name, so Nextcloud derived a default name and hit the Oracle-compatibility identifier limit (the unprefixed table name is exactly 23 characters). The primary key now has an explicit short name. Thanks to @TheUnderdev for the report and fix (#272)

Added

• Shared savings goals — share a savings goal with another Nextcloud user. Recipients see a "Shared" badge and can view progress; with write permission they can edit the goal and add money, while only the owner can delete it (#255)
• Auto-derived budgets from recurring items — a (sub-)category with no manually-set budget now shows its committed recurring total (active recurring bills + recurring income, normalized to the budget period) as an automatic budget limit, marked "auto". Typing a value always overrides it (#269)
• Exclude extraordinary/one-time items from the forecast — a per-transaction "exclude from forecast" flag (with a "No forecast" list badge), the same flag on recurring bills/income (propagated to generated transactions), and a matching import-rule action. Flagged amounts still affect your balance but are kept out of the projection averages (#270)
• Reusable CSV import templates — save column mappings and import options and reapply them to future imports (#247)
• OFX/QIF import account routing — route multi-account OFX/QIF files to the right Budget accounts, remembered across subsequent imports
• Bank sync: pending transactions — option to import not-yet-posted (pending) transactions, automatically reconciled when they clear (#257)
• Bill start dates — a bill only occurs on or after its start date, making it easy to change a recurring cost mid-year by ending one bill and starting another (#268)
• "Shared with me" expenses view — recipients can now see expenses that have been shared with them (#248)
• Dashboard period indicator — chart tiles now show a read-only indicator of the period they cover (#250)

Fixed

• Dashboard now collapses to a single full-width column on phones, independent of your configured desktop column count (#249)
• "Excluded from reports" categories no longer appear in the Budget view (#266, #267)
• Category spending chart shows income as positive with the correct label (#265)
• Tag-linked savings goals now sum net realized contributions (credits minus debits, excluding scheduled) (#264)
• Recurring income description is now persisted on create (#263)
• Transfers are now excluded from dashboard income/expense totals (#262)
• Account Breakdown report now uses each account's own currency instead of a single assumed one (#256)
• Fixed a PageController crash (TypeError) on unauthenticated requests (#259)
• Quick Add date field normalization on iOS (#235)

Docs

• Documented the standalone Quick Add page and the iOS home-screen workaround
• Noted that GoCardless no longer accepts new bank-sync sign-ups; EU/UK self-hosters without an existing account are pointed to manual import (#271)

Fixed

• Dashboard could render half-empty (hero tiles only, widget grid invisible): a Chart.js resize on a hidden tile's detached canvas threw during initialization, and the widget grid was never revealed. Chart resizing now skips detached canvases and the grid is revealed before the resize pass. Likely also behind "nothing happens" reports after certain actions (#273)
• Dashboard tiles with a saved account selection pointing at a deleted account (e.g. after factory reset + import re-numbered accounts) no longer error with 404s and stay empty — stale selections fall back to all accounts
• Account balances are now derived from the ledger instead of running deltas — the root cause behind every historical balance-discrepancy report (#3, #89, #124, #163, #187, #194, #274). The stored balance was a running total that each transaction code path adjusted by hand; any missed or mis-signed delta corrupted it permanently. Every transaction create/update/delete (and retroactive rule run, repair action, import and bank sync) now recomputes balance = opening balance + net of non-scheduled transactions, making drift impossible and self-healing past inconsistencies on the next write. A one-time migration backfills the opening balance so displayed balances do not change on upgrade (#274)
• Marking a bill as paid now warns loudly when no transaction was recorded (bill without an account, or transaction creation failed) — previously the bill was advanced silently and the account balance never reflected the payment, drifting from the real bank balance every cycle (#89, #274)
• The app's own export→import now preserves transaction status (scheduled transactions no longer silently become balance-affecting after a migration) and restores the opening-balance invariant for imported accounts
• "Skip Duplicate Transactions" off is now honored: previously rows whose import ID already existed were still rejected deeper in the stack (duplicate-ID guard + unique index), so parts of the batch silently failed to import. Intentional duplicates now get a uniquified import ID and the entire batch imports (#275)
• Import duplicate detection no longer gives false positives for legitimately identical rows — e.g. two same-priced purchases on the same day with the same description. Identical rows within one file now import as distinct transactions (occurrence-aware import IDs), while re-importing the same statement still skips everything it already imported. Re-importing an older statement also recovers transactions the previous logic wrongly skipped (#276)

Fixed

• Install/upgrade aborted on Nextcloud 32 and earlier with "Primary index name on oc_budget_import_templates is too long". The budget_import_templates migration created its primary key without an explicit name, so Nextcloud derived a default name and hit the Oracle-compatibility identifier limit (the unprefixed table name is exactly 23 characters). The primary key now has an explicit short name. Thanks to @TheUnderdev for the report and fix (#272)

Added

• Shared savings goals — share a savings goal with another Nextcloud user. Recipients see a "Shared" badge and can view progress; with write permission they can edit the goal and add money, while only the owner can delete it (#255)
• Auto-derived budgets from recurring items — a (sub-)category with no manually-set budget now shows its committed recurring total (active recurring bills + recurring income, normalized to the budget period) as an automatic budget limit, marked "auto". Typing a value always overrides it (#269)
• Exclude extraordinary/one-time items from the forecast — a per-transaction "exclude from forecast" flag (with a "No forecast" list badge), the same flag on recurring bills/income (propagated to generated transactions), and a matching import-rule action. Flagged amounts still affect your balance but are kept out of the projection averages (#270)
• Reusable CSV import templates — save column mappings and import options and reapply them to future imports (#247)
• OFX/QIF import account routing — route multi-account OFX/QIF files to the right Budget accounts, remembered across subsequent imports
• Bank sync: pending transactions — option to import not-yet-posted (pending) transactions, automatically reconciled when they clear (#257)
• Bill start dates — a bill only occurs on or after its start date, making it easy to change a recurring cost mid-year by ending one bill and starting another (#268)
• "Shared with me" expenses view — recipients can now see expenses that have been shared with them (#248)
• Dashboard period indicator — chart tiles now show a read-only indicator of the period they cover (#250)

Fixed

• Dashboard now collapses to a single full-width column on phones, independent of your configured desktop column count (#249)
• "Excluded from reports" categories no longer appear in the Budget view (#266, #267)
• Category spending chart shows income as positive with the correct label (#265)
• Tag-linked savings goals now sum net realized contributions (credits minus debits, excluding scheduled) (#264)
• Recurring income description is now persisted on create (#263)
• Transfers are now excluded from dashboard income/expense totals (#262)
• Account Breakdown report now uses each account's own currency instead of a single assumed one (#256)
• Fixed a PageController crash (TypeError) on unauthenticated requests (#259)
• Quick Add date field normalization on iOS (#235)

Docs

• Documented the standalone Quick Add page and the iOS home-screen workaround
• Noted that GoCardless no longer accepts new bank-sync sign-ups; EU/UK self-hosters without an existing account are pointed to manual import (#271)

Fixed

• Dashboard could render half-empty (hero tiles only, widget grid invisible): a Chart.js resize on a hidden tile's detached canvas threw during initialization, and the widget grid was never revealed. Chart resizing now skips detached canvases and the grid is revealed before the resize pass. Likely also behind "nothing happens" reports after certain actions (#273)
• Dashboard tiles with a saved account selection pointing at a deleted account (e.g. after factory reset + import re-numbered accounts) no longer error with 404s and stay empty — stale selections fall back to all accounts
• Account balances are now derived from the ledger instead of running deltas — the root cause behind every historical balance-discrepancy report (#3, #89, #124, #163, #187, #194, #274). The stored balance was a running total that each transaction code path adjusted by hand; any missed or mis-signed delta corrupted it permanently. Every transaction create/update/delete (and retroactive rule run, repair action, import and bank sync) now recomputes balance = opening balance + net of non-scheduled transactions, making drift impossible and self-healing past inconsistencies on the next write. A one-time migration backfills the opening balance so displayed balances do not change on upgrade (#274)
• Marking a bill as paid now warns loudly when no transaction was recorded (bill without an account, or transaction creation failed) — previously the bill was advanced silently and the account balance never reflected the payment, drifting from the real bank balance every cycle (#89, #274)
• The app's own export→import now preserves transaction status (scheduled transactions no longer silently become balance-affecting after a migration) and restores the opening-balance invariant for imported accounts
• "Skip Duplicate Transactions" off is now honored: previously rows whose import ID already existed were still rejected deeper in the stack (duplicate-ID guard + unique index), so parts of the batch silently failed to import. Intentional duplicates now get a uniquified import ID and the entire batch imports (#275)
• Import duplicate detection no longer gives false positives for legitimately identical rows — e.g. two same-priced purchases on the same day with the same description. Identical rows within one file now import as distinct transactions (occurrence-aware import IDs), while re-importing the same statement still skips everything it already imported. Re-importing an older statement also recovers transactions the previous logic wrongly skipped (#276)

Fixed

• Install/upgrade aborted on Nextcloud 32 and earlier with "Primary index name on oc_budget_import_templates is too long". The budget_import_templates migration created its primary key without an explicit name, so Nextcloud derived a default name and hit the Oracle-compatibility identifier limit (the unprefixed table name is exactly 23 characters). The primary key now has an explicit short name. Thanks to @TheUnderdev for the report and fix (#272)

Added

• Shared savings goals — share a savings goal with another Nextcloud user. Recipients see a "Shared" badge and can view progress; with write permission they can edit the goal and add money, while only the owner can delete it (#255)
• Auto-derived budgets from recurring items — a (sub-)category with no manually-set budget now shows its committed recurring total (active recurring bills + recurring income, normalized to the budget period) as an automatic budget limit, marked "auto". Typing a value always overrides it (#269)
• Exclude extraordinary/one-time items from the forecast — a per-transaction "exclude from forecast" flag (with a "No forecast" list badge), the same flag on recurring bills/income (propagated to generated transactions), and a matching import-rule action. Flagged amounts still affect your balance but are kept out of the projection averages (#270)
• Reusable CSV import templates — save column mappings and import options and reapply them to future imports (#247)
• OFX/QIF import account routing — route multi-account OFX/QIF files to the right Budget accounts, remembered across subsequent imports
• Bank sync: pending transactions — option to import not-yet-posted (pending) transactions, automatically reconciled when they clear (#257)
• Bill start dates — a bill only occurs on or after its start date, making it easy to change a recurring cost mid-year by ending one bill and starting another (#268)
• "Shared with me" expenses view — recipients can now see expenses that have been shared with them (#248)
• Dashboard period indicator — chart tiles now show a read-only indicator of the period they cover (#250)

Fixed

• Dashboard now collapses to a single full-width column on phones, independent of your configured desktop column count (#249)
• "Excluded from reports" categories no longer appear in the Budget view (#266, #267)
• Category spending chart shows income as positive with the correct label (#265)
• Tag-linked savings goals now sum net realized contributions (credits minus debits, excluding scheduled) (#264)
• Recurring income description is now persisted on create (#263)
• Transfers are now excluded from dashboard income/expense totals (#262)
• Account Breakdown report now uses each account's own currency instead of a single assumed one (#256)
• Fixed a PageController crash (TypeError) on unauthenticated requests (#259)
• Quick Add date field normalization on iOS (#235)

Docs

• Documented the standalone Quick Add page and the iOS home-screen workaround
• Noted that GoCardless no longer accepts new bank-sync sign-ups; EU/UK self-hosters without an existing account are pointed to manual import (#271)