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BudgetMaster EN

2.17.2
eventDue by -
eventDone at 15.11.2024
  • checkBugfix: End date reminder

    Fixed a bug that caused the end date reminder for accounts to be displayed even if no accounts are about to reach their end date.

2.17.1 - Bugfix
eventDue by -
eventDone at 14.10.2024
  • checkBugfix: CSV Import

    Fixes an error in appearance when importing transactions from a CSV file.

2.17.0 - Accounts
eventDue by -
eventDone at 05.10.2024
  • checkSettings option for transaction name suggestion ordering

    Add new settings option to define how transaction name suggestions are ordered (alphabetically or by frequency of use).

  • checkAccounts: new optional field "end date"

    Accounts can now have an end date. A warning is displayed after login if the end date of an account will soon be reached.

  • checkAccounts: new optional field "description"

    Accounts can now be given a description.

  • checkBugfix: CSV import

    Fixed a bug that prevented to select the correct columns during csv import if the csv has fewer rows than columns .

2.16.1 - Bugfix
eventDue by -
eventDone at 03.12.2023
  • checkBugfix: MariaDB

    Fixes a bug when using MariaDB.

2.16.0 - Account balances
eventDue by -
eventDone at 29.10.2023
  • checkAccount balances

    Show the current balance for each account in the account select.

2.15.1 - Bugfix
eventDue by -
eventDone at 18.07.2023
  • checkBugfix: Transactions are no longer saved multiple times

    Fixes an error that caused transactions to be saved multiple times during CSV import.

2.15.0 - Improved Docker Image Size
eventDue by -
eventDone at 21.06.2023
  • checkSort categories alphabetically in bar charts

    Categories in bar charts are now sorted alphabetically.

  • checkBugfix: CSV import from template

    Fixes a bug hat caused the category of a template to be overridden by the CSV data.

  • checkCSV import: avoid page reload

    Avoid page reload on skip/undo skip and on inline save.

  • checkImprove docker image size

    Drastically reduce the size of the docker image.

  • checkBugfix: CSV import floating point precision

    Fixes a bug that lead to wrong transactions amounts due to floating point precision.

  • checkBugfix: filter usage

    Fixes a bug that prevented filters from being usable.

2.14.0 - Improved CSV import
eventDue by -
eventDone at 26.02.2023
  • checkSave and prefill CSV import settings

    All settings during csv import are saved and prefilled at the next import.

  • checkShow transaction name suggesstions in CSV import

    While importing transactions from csv the transaction name input offers suggestions based on existing transactions.

  • checkCSV import: allow configuration of amount separators

    The csv import provides new configuration options to specify the grouping and decimal separators of the amount in the csv file.

2.13.0 - Bank document import
eventDue by -
eventDone at 22.01.2023
  • checkShow account balance instead of rest

    Show balance of previous month and balance of current month instead of rest.

  • checkActive recurring transactions overview

    Add a new page to provide an overview for all active recurring transactions.

  • checkCreate transactions based on bank documents

    Add a new workflow to create transactions via importing a CSV file from your bank.

2.12.0 - Clickable chart areas
eventDue by -
eventDone at 11.12.2022
  • checkClickable chart areas

    Show the related transactions for an area by using shift + mouse click in charts.

  • checkImprove workflow for changes in repeating transactions

    Establish a better workflow when a repeating transaction needs to be changed.

  • checkSearch for date range

    Allow selection of a date range while performing a search.

  • checkBugfixes
    3/3
    • 1checkFix: Do not force amount input for templates

      The new template page does not force input of amount anymore.

    • 2checkFix: Transaction highlighting in search

      Fixes a bug that caused transactions not being highlighted correctly.

    • 3checkFix: Search for available updates in tomcat

      Fixes a bug hat prevents the search for available updates in tomcat.

  • checkRemove database migrator

    Remove the automatic h2 to postresql database migrator.

2.11.0 - Keep it simple
eventDue by -
eventDone at 24.08.2022
  • checkSimplify import process

    Simplify the import process (reduce steps and magic features).

  • checkRe-design settings page

    Re-design the settings page to increase usability.

  • checkWarn about income/expenditure switch

    If you use special keywords (list is customizable) in the name of a new transaction, you will be reminded to mark the transaction as an income.

  • checkGroup transactions by date

    For better readability, transactions are grouped by date on the overview page.

  • checkSearch: ignore order of search words

    When using the search function, it no longer matters in which order multiple search words are entered.

2.10.0 - New database backend
eventDue by -
eventDone at 29.05.2022
  • checkNew database backend

    Migration of the BudgetMaster database backend.

  • checkAdd link to created item

    The success banner on saving an account, category, transaction, etc should include a link to the created item.

  • checkNew hotkey

    Add a new hotkey to open the account selection.

  • checkMore suggestions

    Load more names for transaction name suggestions.

  • checkBugfix: Sort tags naturally

    Sort tags naturally in tag overview.

  • checkCharts: Show date range

    Show selected date range in charts.

  • checkBugfix: Delete accounts

    Fixed a bug that prevents the deletion of accounts that are used in templates.

2.9.2 - Bugfix
eventDue by -
eventDone at 15.04.2022
  • checkBugfix: Critical import bug

    Fixes a critical bug in import mechanism that leads to wrong categories assigned to transactions.

  • checkBugfix: Delete category modal

    Fixes a bug that prevents the modal from opening when deleting a category.

  • checkBugfix: Database delete

    Fixes that template groups are not being correctly deleted on database deletion.

  • checkBugfix: Transactions from hidden accounts

    Fixes a bug that causes transactions from hidden accounts to be displayed if "all accounts" is selected.

  • checkBugfix: Backup database

    Database json backups should always be stored in utf-8.

2.9.1 - Bugfix
eventDue by -
eventDone at 24.03.2022
  • checkBugfix: Error when saving repeating transactions

    Fixed an error that occurred when saving repeating transaction that should end on a certain date.

2.9.0 - Usability
eventDue by -
eventDone at 26.02.2022
  • checkNew charts
    4/4
    • 1checkNew chart: income/expenditures per year per categories

    • 2checkNew chart: Average monthly income/expenditures per year

    • 3checkNew chart: Average monthly income/expenditure sum per category

    • 4checkNew chart: average monthly incomes/expenditures per category

  • checkBugfixes
    3/3
    • 1checkFix: Tags with single quotes prevents tag input

      Fixes the problem that tags with single quotes prevents tag input.

    • 2checkFix: Income transfers not filtered correctly

      Fixes the filter behavior for income transfers.

    • 3checkFix: Transfer direction is not respected in charts

      Fixes the behavior of transfers in charts.

  • checkGroup templates

    Allow templates to be grouped.

  • checkSave-and-continue button

    Add a "save and continue" button to new transaction page.

  • checkCustomizable icon font color

    Allow customization of icon font colors.

  • checkNew account select

    Re-design the global account select.

2.8.0 - Recurring Transfers
eventDue by -
eventDone at 01.11.2021
  • checkRecurring transfers

    Allow transfer transactions to be scheduled for automatic repetition.

  • checkNew transaction from existing one

    Allow the creation of a transaction based on an existing one (form inputs are pre-filled automatically).

  • checkSearch: Option to include hidden accounts

    Add a checkbox to include transactions from hidden accounts.

  • checkTrim text inputs

    All whitespace in text inputs should be trimmed before saving.

  • checkBugfix: sort templates by template name

    Sort templates by template name instead of transaction name in template overview.

  • checkImprove image loading

    Improve image loading performance.

  • checkNew hotkey

    Add a new hotkey to open the transaction overview.

2.7.0 - Jump to search + New chart chooser
eventDue by -
eventDone at 03.08.2021
  • checkImprove chart chooser

    Completely re-design the chart chooser page.

  • checkUsability hints

    Add dismissible information boxes showing useful hints.

  • checkNon square images

    Add support for non square account, category and template icons.

  • checkImprove performance

    Only load images from database if needed.

  • checkFontawesome icons

    Support fontawesome icons for accounts and templates too.

  • checkTag overview

    New page for viewing tag names and how often they are used.

  • checkJump to search

    Directly jump to search from accounts, categories and tags overview.

  • checkImprove account import

    Remember account matching and show only one button to create a new account.

  • checkBugfix hidden accounts

    Fixes a bug that caused transfers from hidden accounts to be hidden as well.

2.6.1 - Bugfix
eventDue by -
eventDone at 30.05.2021
  • checkFix for read-only accounts

    Prevents the creation of new transactions for read-only accounts.

  • checkFix for backup file size

    Optimizes the size of the backup files.

2.6.0 - The Design Offensive
eventDue by -
eventDone at 10.05.2021
  • checkGit backup

    Schedule an automatic export of your database content and commit to a local or remote git repository.

  • checkHotkeys to switch months

    Switch to the previous or next month using the arrow keys.

  • checkThe Design Offensive
    4/4
    • 1checkIcons for categories

      Choose an icon from an existing icon library.

    • 2checkIcons for accounts

      Upload your own images and set them as account icons.

    • 3checkIcons for templates

      Upload your own images and set them as template icons.

    • 4checkDisplay categories as circles or squares

  • checkAdd charts to backup

    User-defined charts are saved on database export and can also be imported again.

  • checkRe-design the import process

    Improved design of the import process.

  • checkStatistics

    Visualize some numbers of your BudgetMaster instance.

  • checkHide accounts

    In addition to mark an account as readonly it is possible to hide the account and all corresponding transactions completely.

  • checkBugfixes for database import

    Several bugfixes for problems during database import.

2.5.1 - Bugfix
eventDue by -
eventDone at 12.03.2021
  • checkFix for tags in templates

    Fixes the problem that no tags were saved when saving a template.

2.5.0 - Readonly Accounts
eventDue by -
eventDone at 03.12.2020
  • checkChange transaction type

    Transform a transaction to another type (e.g. change a normal transaction to a repeating one)

  • checkJava 11

    Migrate the project to Java 11

  • checkReadonly accounts

    Allow to deactivate accounts (transactions can't be added or removed from deactivated accounts)

  • checkFirst use guide

    Simple introduction on how to use BudgetMaster.

2.4.5 - Bugfix
eventDue by -
eventDone at 19.08.2020
  • checkFix for income/expenditure switch

    Fixes a problem that results in all new transactions being shown as incomes.

2.4.4 - Bugfix
eventDue by -
eventDone at 05.08.2020
  • checkFix for repeating transactions

    Fixes a problem that prevented the saving of repeating transactions.

  • checkFix for template income/expenditure switch

    Fixes a problem that results in all templates being expenditures.

2.4.3 - Bugfix
eventDue by -
eventDone at 19.07.2020
  • checkFix for error on startup

    Fixes a problem that prevented the start of BudgetMaster if the database includes repeating transactions with tags.

2.4.2 - Bugfix
eventDue by -
eventDone at 05.07.2020
  • checkFix for error when using templates

    Fixed a bug that prevented the creation of new transactions from a template.

2.4.1 - Bugfix
eventDue by -
eventDone at 01.07.2020
  • checkFix for duplicated transactions

    Fixes the problem that causes some transactions to be shown multiple times after opening the database with the new version of BudgetMaster.

2.4.0 - Transaction Templates
eventDue by -
eventDone at 28.06.2020
  • checkTransaction Templates

    Allows the creation of templates for similar transactions.

  • checkAuto Backup

    Allows the scheduling of automatic BudgetMaster data backups.

  • checkCustom Directory

    New command line option to set custom directory where settings, database and backups are stored.

  • checkName Suggestions

    Show suggestions for transaction name based on the last 25 created transactions.

  • checkNew Charts
    2/2
    • 1checkIncome/expenditures per year

    • 2checkRest per month

2.3.1 - Bugfix
eventDue by -
eventDone at 28.08.2019
  • checkFix for incorrect import

    Fixes a problem that causes some transactions to be inserted into the wrong accounts when importing multiple accounts.

  • checkFix for account management

    Fixes problems when deleting accounts.

2.3.0 - Web Charts
eventDue by -
eventDone at 25.08.2019
  • checkDefault chart templates
    3/3
    • 1checkIncome/payments by categories

    • 2checkIncome/paymentes per month

    • 3checkCategory budgets

  • checkExport charts as images

  • checkChart template editor

    Allows you to create your own chart templates.

  • checkHotkeys

    Allows you to increase yout productivity by using sime pre-defined hotkeys to open certain pages.

2.2.1 - Bugfix
eventDue by -
eventDone at 22.06.2019
  • checkFix transaction overview

    Fixes a problem where opening the transaction page with all accounts selected shows too much entries.

  • checkUI improvements

    Show full date in search results; Fix CSS positioning problems on filter and report page.

2.2.0 - Web Search
eventDue by -
eventDone at 04.06.2019
  • checkSearch Anywhere

    Allows you to search for transactions, categories and much more at any time.

  • checkTransfer functionality

    Simply create transfer transactions between several accounts.

  • checkBackup reminder

    Reminds you to backup your data once per month (can be disabled).

  • checkDeleting a category

    Allows you to move all transactions to a new category when deleting a category.

2.1.2 - Bugfix
eventDue by -
eventDone at 26.03.2019
  • checkFix global date picker

    Fixes a problem where using the global datepicker to choose the month and year leads to a broken page.

2.1.1 - Bugfix
eventDue by -
eventDone at 16.03.2019
2.1.0 - Web Reports
eventDue by -
eventDone at 16.03.2019
  • checkTransaction filter

    Allows you to filter all transactions by categories, tags, type, ...

  • checkMonth reports

    Create customizable PDF month reports.

  • checkGlobal datepicker usability

    Improve the usability of the global dialog for selecting month and year.

2.0.1 - Small Improvements
eventDue by -
eventDone at 18.12.2018
  • checkUser Interface

    Small improvements concerning the website layout.

  • checkTomcat Compatibility

    Allows a Tomcat server to manage a BudgetMaster instance.

2.0.0 - BudgetMasterWeb
eventDue by -
eventDone at 02.12.2018
  • checkA fresh start

    Full rewrite of the entire project. Features a fresh web ui supporting various screen resolutions.

1.8.0 - Local Server
eventDue by -
eventDone at 17.12.2017
  • checkLocal Server

    Possibility to use BudgetMaster on a local computer without setting up a BudgetMasterServer.

  • checkCertificate for usage in LAN

    Add a predefined certificate to usw if BudgetMaster is running in local network (saves the creation of own certificate).

  • checkSQLite

    Add the possibility to use a SQLite database instead of MySQL.

  • checkBugfixes
    4/4
    • 1checkFloating point error for new payments

    • 2checkLoading dialog not modal

    • 3checkDatabase connectivity issues

    • 4checkAmount validation

      It was possible to enter multiple commas in the amount textfield.

  • checkMisc
    6/6
    • 1checkMaximum description length

      Increasing the maximum description character limit from 150 to 200 characters.

    • 2checkImproved month report tab perfomance

    • 3checkLoading dialog closeable

    • 4checkSearch refresh

      The search is now automatically refreshed if a payment is edited.

    • 5checkMonth report

      All month report table cells are now vertically centered.

    • 6checkAbout dialog

      Added used libraries to about dialog.

1.7.1 - Bugfix
eventDue by -
eventDone at 07.11.2017
  • checkBugfix

    Fix critical error on startup

1.7.0 - The Developers Update
eventDue by -
eventDone at 26.10.2017
  • checkBetter changelog

    Better display of changes in new versions.

  • checkDeveloper console

    Secret developer console with some useful commands.

  • checkBetter About-Dialog

  • checkBugfixes

1.6.0 - Tags and Search
eventDue by -
eventDone at 03.10.2017
  • checkTag system

    Set tags for any payment.

  • checkSearch

    Search for payments in all months.

1.5.0 - Updater
eventDue by -
eventDone at 31.08.2017
  • checkAutomatic update check

    Checks for available updates on client startup.

  • checkEasier update procedure

    Allows you to update BudgetMasterClient without having to manually download anything.

1.4.1 - Bugfixes
eventDue by -
eventDone at 23.08.2017
  • checkBugfixes

1.4.0 - Localization
eventDue by -
eventDone at 23.08.2017
  • checkLocalization of all strings

    Externalize all strings from the ui to an external file.

  • checkEnglish localization

  • checkBugfixes

1.3.2 - Bugfix
eventDue by -
eventDone at 21.08.2017
  • checkBugfix

    Fixed a bug that prevents the correct updating of repeating payments.

1.3.1 - Bugfixes
eventDue by -
eventDone at 12.08.2017
  • checkBugfixes

1.3.0 - Reports
eventDue by -
eventDone at 10.08.2017
  • checkReport functionality

    Allows the exporting of month reports as pdf.

  • checkSecurity improvements
    2/2
    • 1checkImproving database access security

    • 2checkPassword on client startup

  • checkBugfixes

  • checkUnit Tests

1.2.0 - Charts
eventDue by -
eventDone at 25.05.2017
  • checkCharts
    3/3
    • 1checkIncomes by categories per month

    • 2checkPayments by categories per month

    • 3checkBar chart

      Bar chart for income/payment sums per month (comparison between multiple months).

  • checkDelete Database

    Allows you to clear the complete database content.

  • checkExport database

    Allows you to export and backup your database.

  • checkImport database

    Allows you to import a previously exported database.

  • checkBugfixes

1.1.0 - Filter
eventDue by -
eventDone at 19.04.2017
  • checkFilter payments functionality

1.0.0
eventDue by -
eventDone at 08.04.2017
  • checkClient
    4/4
    • 1checkMonthly budget overview

    • 2checkPayment Overview

      View all incomes and payments in one tab.

    • 3checkManage Categories

      Create, rename, re-color or delete your personal categories.

    • 4checkSettings

      Manage the server connection from the client settings.

  • checkServer
    5/5
    • 1checkCreate Database

      Create alle necessary tables if database is empty.

    • 2checkDatabase Queries

      Implement all queries required for adding, updating, deleting or reading data from the database.

    • 3checkRest

      Add possibility to sum up rest amount of all previous months and add them as income for the current month.

    • 4checkHTTPS

      Encrypted communication between client and server.

    • 5checkPassword

      Password protected access to the server.

Start - 17.12.2016