BudgetMaster EN
-
checkBugfix: CSV Import
Fixes an error in appearance when importing transactions from a CSV file.
-
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 .
-
checkBugfix: MariaDB
Fixes a bug when using MariaDB.
-
checkAccount balances
Show the current balance for each account in the account select.
-
checkBugfix: Transactions are no longer saved multiple times
Fixes an error that caused transactions to be saved multiple times during CSV import.
-
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.
-
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.
-
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.
-
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.
-
checkBugfixes3/3
-
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.
-
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.
-
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.
-
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.
-
checkBugfix: Error when saving repeating transactions
Fixed an error that occurred when saving repeating transaction that should end on a certain date.
-
checkNew charts4/4
-
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
-
-
checkBugfixes3/3
-
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.
-
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.
-
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.
-
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.
-
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 Offensive4/4
-
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.
-
checkFix for tags in templates
Fixes the problem that no tags were saved when saving a template.
-
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.
-
checkFix for income/expenditure switch
Fixes a problem that results in all new transactions being shown as incomes.
-
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.
-
checkFix for error on startup
Fixes a problem that prevented the start of BudgetMaster if the database includes repeating transactions with tags.
-
checkFix for error when using templates
Fixed a bug that prevented the creation of new transactions from a template.
-
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.
-
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 Charts2/2
-
1checkIncome/expenditures per year
-
2checkRest per month
-
-
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.
-
checkDefault chart templates3/3
-
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.
-
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.
-
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.
-
checkFix global date picker
Fixes a problem where using the global datepicker to choose the month and year leads to a broken page.
-
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.
-
checkUser Interface
Small improvements concerning the website layout.
-
checkTomcat Compatibility
Allows a Tomcat server to manage a BudgetMaster instance.
-
checkA fresh start
Full rewrite of the entire project. Features a fresh web ui supporting various screen resolutions.
-
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.
-
checkBugfixes4/4
-
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.
-
-
checkMisc6/6
-
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.
-
-
checkBugfix
Fix critical error on startup
-
checkBetter changelog
Better display of changes in new versions.
-
checkDeveloper console
Secret developer console with some useful commands.
-
checkBetter About-Dialog
-
checkBugfixes
-
checkTag system
Set tags for any payment.
-
checkSearch
Search for payments in all months.
-
checkAutomatic update check
Checks for available updates on client startup.
-
checkEasier update procedure
Allows you to update BudgetMasterClient without having to manually download anything.
-
checkBugfixes
-
checkLocalization of all strings
Externalize all strings from the ui to an external file.
-
checkEnglish localization
-
checkBugfixes
-
checkBugfix
Fixed a bug that prevents the correct updating of repeating payments.
-
checkBugfixes
-
checkReport functionality
Allows the exporting of month reports as pdf.
-
checkSecurity improvements2/2
-
1checkImproving database access security
-
2checkPassword on client startup
-
-
checkBugfixes
-
checkUnit Tests
-
checkCharts3/3
-
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
-
checkFilter payments functionality
-
checkClient4/4
-
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.
-
-
checkServer5/5
-
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.
-