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maybe

The personal finance app for everyone

maybe-finance/maybe

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v0.5.0 - maybe Release Notes | AnnounceHQ

fix: Bug - Transaction matching dialog doesn't open by @tonyvince in https://github.com/maybe-finance/maybe/pull/1942
Fix time period key conflicts by @zachgoll in https://github.com/maybe-finance/maybe/pull/1944
Allow CSV imports to be configured with single or multi-account mode by @zachgoll in https://github.com/maybe-finance/maybe/pull/1943
Fix modal closing on color picker drag #1869 by @bryanmck1 in https://github.com/maybe-finance/maybe/pull/1931
Account-level import configuration templates by @zachgoll in https://github.com/maybe-finance/maybe/pull/1946
Fix ticker filling when Synth is connected by @zachgoll in https://github.com/maybe-finance/maybe/pull/1950
Fix: Purge stale holdings from accounts during sync by @zachgoll in https://github.com/maybe-finance/maybe/pull/1954
Add tagged logging to sync process by @zachgoll in https://github.com/maybe-finance/maybe/pull/1956
Preference to set default_period by @nikhilbadyal in https://github.com/maybe-finance/maybe/pull/1941
Populate holdings for "offline" securities properly by @zachgoll in https://github.com/maybe-finance/maybe/pull/1958
Format money for trade history in holdings drawer by @zachgoll in https://github.com/maybe-finance/maybe/pull/1961
Fetch exchange rates for accounts that require conversion for net worth rollups by @zachgoll in https://github.com/maybe-finance/maybe/pull/1983
Fix incorrect totals calculation when family has loan payments by @zachgoll in https://github.com/maybe-finance/maybe/pull/1984
Fix transaction filters when transfers are present by @zachgoll in https://github.com/maybe-finance/maybe/pull/1986
Data provider simplification, tests, and documentation by @zachgoll in https://github.com/maybe-finance/maybe/pull/1997
Update security price query in demo generator by @vaibhav-if in https://github.com/maybe-finance/maybe/pull/2000
Use Redis for ActiveJob and ActionCable by @zachgoll in https://github.com/maybe-finance/maybe/pull/2004
Fix incorrect entry sorting in activity view by @tonyvince in https://github.com/maybe-finance/maybe/pull/2006
fix(dashboard): account groups wrapping in balance sheet by @firedev in https://github.com/maybe-finance/maybe/pull/2010
perf(imports): Bulk import CSV transactions by @Joelute in https://github.com/maybe-finance/maybe/pull/1962
devContainer: Use Redis for ActiveJob and ActionCable. by @Joelute in https://github.com/maybe-finance/maybe/pull/2017
bug: Use correct currency value while setting the currency. by @Joelute in https://github.com/maybe-finance/maybe/pull/2018
Personal finance AI (v1) by @zachgoll in https://github.com/maybe-finance/maybe/pull/2022
improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities by @zachgoll in https://github.com/maybe-finance/maybe/pull/2039
perf(imports): Bulk import CSV trades by @Joelute in https://github.com/maybe-finance/maybe/pull/2040
chore(providers): Use faraday retry, move retry logic to concrete provider level by @zachgoll in https://github.com/maybe-finance/maybe/pull/2042
style(ai): Fix AI sidebar overflow when user hasn't enabled or created a chat yet by @zachgoll in https://github.com/maybe-finance/maybe/pull/2044
provider: Ensure data provider exist before fetching for price. by @Joelute in https://github.com/maybe-finance/maybe/pull/2045
Fix: Notes not saved on transfer transactions by @the-spectator in https://github.com/maybe-finance/maybe/pull/2053
Show Uncategorized segment currency as per budget currency by @the-spectator in https://github.com/maybe-finance/maybe/pull/2058
Mobile responsive template preparation by @zachgoll in https://github.com/maybe-finance/maybe/pull/2071
Implement dark mode by @Shpigford in https://github.com/maybe-finance/maybe/pull/2078

maybe

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v0.5.0

Breaking changes

Dark mode + AI Chat is here!

What's Changed

New Contributors

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