v3.6.0

[teelur]

Customizable Dashboard with New Widgets and New Custom Account and Asset Types

New Features

Customizable Dashboard

The dashboard has been updated to allow you to customize it to your liking.
You can now add, remove, rearrange, resize, and configure widgets on the dashboard to create a personalized view of your financial data.

Metrics Widget

One of the new widgets is the Metrics widget, which allows you to display financial metrics of your choice on the dashboard.

You can calculate metrics based on things like transaction data, account or asset balances, goal progress, budget amounts, and more.

Custom Category Updates

There have been a few updates to the custom category system across transactions, accounts, and assets.

Custom Account Types

The existing account type system has been expanded to allow you to create your own custom account types.
These types can be used to categorize your accounts for dashboard widgets and classify them either as assets or liabilities.

Custom Asset Types

Previously, assets had no type system, so we have now added a custom asset type system with some new built-in types.

Custom Transaction Categories

The custom category system for transactions is largely the same, but now has a designation of income or expense for the category, which is used in several places such as the spending graphs and budgets breakdown.

Other Noteworthy Changes

Miscellaneous Small Features

Here are a few other small features that have been added to the app:

• You can now filter transactions by merchant name and amount range on the transactions page.
• Added account as a condition for the rules system, which allows you to create rules that only apply to transactions from specific accounts.

UI Tweaks

There have been a number of small UI tweaks across the app, most notably to some of the dashboard widgets, the trends page, and new fonts!

New Demo Site

A new "demo mode" has been added to the app, which has allowed me to create a new demo site with pre-populated data that anyone can log into and try out the app without needing to set up their own instance.

You can try it out at: https://demo.budgetboard.net

License Update

The license for the project has been updated from GPL-3.0 to AGPL-3.0, which is a more appropriate license for a web application that is often hosted as a service.

What's Changed

• disable latest tag by @teelur in disable latest tag #814
• Add contributing by @teelur in Add contributing #820
• Small tweaks by @teelur in Small tweaks #821
• Bump brace-expansion from 1.1.11 to 1.1.14 in /client by @dependabot[bot] in Bump brace-expansion from 1.1.11 to 1.1.14 in /client #822
• Customizable dashboard by @teelur in Customizable dashboard #823
• Fix widget skeletons by @teelur in Fix widget skeletons #827
• Dashboad tweaks by @teelur in Dashboad tweaks #828
• Catch sync exceptions by @teelur in Catch sync exceptions #835
• update deps and fix cves by @teelur in update deps and fix cves #838
• Add merchant name and amount range to filters by @teelur in Add merchant name and amount range to filters #839
• Update category settings page by @teelur in Update category settings page #840
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #812
• Add custom account types by @teelur in Add custom account types #842
• Add account to edit panel by @teelur in Add account to edit panel #843
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #841
• Update transaction categories by @teelur in Update transaction categories #848
• Forgot to push some stuff by @teelur in Forgot to push some stuff #849
• Some sync fixes by @teelur in Some sync fixes #850
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #846
• Add account to rule by @teelur in Add account to rule #852
• Fix loading screen overflow by @teelur in Fix loading screen overflow #854
• Fix server timezone by @teelur in Fix server timezone #855
• Add types to assets by @teelur in Add types to assets #856
• Handle mobile dashboard by @teelur in Handle mobile dashboard #858
• Add new language support by @teelur in Add new language support #859
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #853
• Some style updates by @teelur in Some style updates #861
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #860
• Add a metrics widget by @teelur in Add a metrics widget #864
• update metric card description by @teelur in update metric card description #865
• Add demo mode by @teelur in Add demo mode #866
• Add Demo Service tests by @teelur in Add Demo Service tests #867
• Fix accordion by @teelur in Fix accordion #868
• Translations update from Hosted Weblate by @weblate in Translations update from Hosted Weblate #862
• Fix demo mode by @teelur in Fix demo mode #870
• add ai disclosure document by @teelur in add ai disclosure document #871

Full Changelog: v3.5.2...v3.6.0

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This discussion was created from the release v3.6.0.