Budget (2.8.4)

Adam Morgan
2026-03-26T23:30:06.434260+00:00

Running balance column on transactions table: Bank-statement-style cumulative balance column that shows the account balance at each transaction. Auto-hides when viewing multiple accounts or using non-date sorting/filters (#79)

Bi-weekly frequency for bills, income, and transfers: New bi-weekly option across all frequency dropdowns (#88)

One-time income support: Non-recurring income entries that auto-deactivate after being marked as received; also adds semi-annually frequency to income (#91)

Redesigned Match All with scan/review flow: Split bulk-match into separate scan and link steps with a pre-scan config dialog for date window and auto/review mode. Adds currency check to prevent cross-currency matching and fixes N+1 account queries (#82)

Fixed

Recurring bill payment not creating transaction for current period: Marking a recurring bill as paid only created a scheduled transaction for the next period — the current payment was never recorded. Now finds and clears any pre-existing scheduled transaction, or creates a new cleared one (#99)

Pension return rate displayed as decimal in edit form: The edit form showed the raw decimal (e.g. 0.05) instead of the percentage (5%). Now correctly converts between display and storage formats (#101)

Reconciliation using wrong balance: Reconciliation used the raw stored balance (including future scheduled deductions) instead of the adjusted current balance shown on the account card

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