Changelog

Alpha: Create new budgets

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Changes

  • Added feature create new budgets.

Current limitations

  • There’s no option to update or delete Category Groups.
  • There’s no option to change the name of Categories.
  • Can’t modify the order of the categories in the table. They are ordered by creation time.
  • There’s no Summary page.
  • Mobile view works partially on the Account page. Mobile doesn’t work well on the Budget page.
  • There are no totals in the Budget page for Activity and Remaining only Budgeted.
  • With transfers, you can’t modify the accounts for now. As a temporary solution, you can delete the transfer and create a new one with the correct accounts.
  • Only Asset and Liability accounts are available for now. Off-budget accounts will be released soon.

Alpha: Create a transfer by category selection

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Changes

  • Added feature create a transfer by selecting an account on the category dropdown.

Alpha: CSV imports added

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Changes

  • Added feature to import transactions via CSV files.

Alpha: Liability accounts added

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Changes

  • Added Liability accounts.

Alpha: Bug fixes

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Changes

  • Added clear button to the Search input.
  • Fixed bug where the Category and Payee dropdowns didn’t close.
  • Fixed bug where Show Due Date option wasn’t working.

Alpha: Category dropdown and search fixes

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Changes

  • Fixed issues related to the transaction category/payee dropdown:
    • Allow search as soon as element is focused.
    • Allow closing when clicking outside.
    • Allow scrolling.
    • Contain size.
    • A bug with options with similar names, e.g., “Gasoline” and “Gas” would get always selected “Gasoline” because was the first match in the filtering function.
  • Fixed bug where search input would filter only by Notes.
  • Fixed bug where search by date would work with YYYY-MM-DD instead of MM/DD/YYYY.

Alpha: Budget CSV Export/Import

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Changes

  • Added an option to export and import Budgets as CSV files.
  • Added an activity table per category in the Budget page.

Alpha: Budget page and bug fixes

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This release reworks the architecture of the formulas behind the scenes. We also added the Budget page.

Changes

  • New Database and refined architecture. Alpha now has its own database and doesn’t share data with Beta.
  • Added the Budget page. People can now manage their budgets from the Alpha version.
  • Added an option to copy the budgeted amounts from the past month.
  • Added an option to clear the budgeted amounts of the current month.
  • Added Transfers back.
  • Added the option to delete transactions.
  • Fixed a bug where people could not select a category when creating a new transaction.
  • Fixed a bug where the Delete Category modal was deleting the category with the “Cancel” button.
  • Fixed a bug where the Cancel button and Save button didn’t close the Settings modal.

Alpha: Bug fixes and improvements

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Changes

  • Changed the sidebar width. It’s now ~266px wide.
  • Fixed a bug where the decimal separator was being ignored.
  • Fixed a bug where timezones were being ignored.
  • Fixed an issue where the budget title always showed “My Budget”.

Alpha: New Sidebar

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There’s an issue where https://alpha.budgetwise.io doesn’t redirect you to https://alpha.budgetwise.io/sign-in, so you will have to go there manually for now.

Oh, we also forgot to change the title of the sidebar so it shows a default “My Budget” 🤦‍♂️. That part of the sidebar should have your budget’s name.

Changes

  • Added a new sidebar.
  • Added forms to add and edit accounts.
  • Changed the font size to a smaller size to allow more room for UI elements.
  • Removed old code. This means we removed the Summary, Budget, and Import pages.

Alpha: Bug fixes and improvements

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Changes

  • Fixed date format on transactions table.
  • Changed the uncategorized mark for a prominent pill-type container.
  • Fixed an issue where income categories were stuck in August. Now they show the current month and the next one.
  • Fixed a bug where category and payee weren’t populated using the “Create more” option.
  • Fixed order of Outflow and Inflow columns in the transactions table.

Alpha: Bug fixes

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Changes

  • Fixed error caused by amounts bigger than 1,000.
  • Fixed a login error caused by the last updates.
  • Fixed style issues on dropdown with a white ring showing on night mode.
  • Fixed issues on the Account page where data didn’t show on the first of each month.
  • Fixed night mode on the Account page.
  • Added a copy button on balance totals on the Account page.
  • Added a subtle yellow mark on uncategorized transactions.
  • Removed focus ring on inputs when using mouse and kept it when using keyboard.

Alpha: Bug fixes

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Changes

  • Fixed the issue where 0 showed instead of the real amount in the amount column.
  • Fixed issue where settings didn’t reflect on amounts, i.e., wrong symbol, wrong decimal separator, and wrong decimal separator.
  • Added the SHIFT+T shortcut to create a new transfer.

Alpha: Transfers added

We returned Transfers to Alpha—almost the same functionality as the transaction form. Users can select “Create more” to keep adding transfers without interruptions.

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Changes

  • Added Transfers with the same functionality as the Transactions form.
  • Added a feature to Transactions and Transfers where the focus will return to the Amount field when you have Create more selected and press Save.
  • Added a visual fix where the Budget dropdown menu was off-screen on Firefox.

Alpha: Transfers added

We’ve made the Alpha version of Budgetwise public. This version has the new transactions table and will continue to receive significant updates.

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Changes

  • Added a form to create transactions.
  • Replaced the transactions table with a faster and cleaner UI.
  • Fixed an issue where the Datepicker would close itself when the page was reloading.
  • Allow Transactions to be updated on the fly when changing values inline.
  • Added the T shortcut to create a new transaction.
  • Added an option to keep adding transactions without closing the form.