Releases: deadlocker8/BudgetMaster
v2.10.0 - New database backend
✨ New features
new database backend #663
❗ Starting with BudgetMaster v2.10.0 a PostgreSQL backend is used. Therefore a postgres database must be provided. ❗
You can either provide one by yourself or use docker-compose.
If you use BudgetMaster before v2.10.0 a migration helper is automatically opened upon first start of BudgetMaster v2.10.0. This helper allows you to completly migrate your existing data from your H2 database to the PostgreSQL database. Your originally H2 database remains untoched and in place in case you need it again.
additional features
- add link to created/edited item to successful save banner #678
- added hotkey to open account select (
a) and to select specific accounts via keyboard #681
✏️ Improvements
- dark theme is now the default theme when opening BudgetMaster for the first time #700
- load more names for transaction name suggestions #701
- sort tags naturally in tag overview #702
- show selected date range in charts #680
- updated dependencies #687
🐛 Bugfixes
- accounts that are used in templates cannot be deleted #704
- warning messages when saving an account are shown again #699
⚠️ Deprecations
Minimum supported version of BudgetMaster database is now v2.9.2
❗ If you are still using BudgetMaster v2.8.0 or earlier, please make sure to upgrade to v2.9.2 prior to using this release! ❗
Minimum supported version for JSON import is now 4
❗ BudgetMaster database exports (JSON files) from version prior to v2.5.0 (version code 3 or less inside the JSON) can no longer be imported ❗
Pre-built windows executable will no longer be provided
❗ Starting with this version no more pre-built executables for windows will be provided. #686 ❗
Updater removed
❗ Starting with this version BudgetMaster could no longer be updated by itself (feature was already broken for a long time). #679 ❗
v2.9.2 - Bugfix
✨ New features
✏️ Improvements
- updated dependencies #698
🐛 Bugfixes
- ❗ fixed critical bug in import mechanism: import had assigned wrong categories to transactions #691
- fixed delete modal not showing when trying to delete a category #692
- template groups are now also deleted when performing a database delete #694
- fixed icon related errors when performing a database delete #690
- transactions from hidden accounts are now longer shown if "all accounts" is selected #689
- database backup: stores json always in utf-8 #697
⚠️ Deprecations
Minimum supported version of BudgetMaster database is now v2.7.0
❗ If you are still using BudgetMaster v2.6.1 or earlier, please make sure to upgrade to v2.7.0 prior to using this release! ❗
Minimum supported version for JSON import is now 4
❗ BudgetMaster database exports (JSON files) from version prior to v2.5.0 (version code 3 or less inside the JSON) can no longer be imported ❗
Last release with pre-built windows executable
❗ BudgetMaster v2.9.2 will be the last version to offer any pre-built executables for windows. Use the BudgetMaster.jar file instead. ❗
Last release with H2 database
❗ BudgetMaster v2.9.2 will be the last version to use a bundled database of type H2 for data storage. Starting with BudgetMaster v2.10.0 you have to provide a PostgreSQL or MariaDB instance instead. All your existing data can be migrated automatically in BudgetMaster v2.10.0. ❗
v2.9.1 - Bugfix
✨ New features
✏️ Improvements
🐛 Bugfixes
- Fixed an error that occurred when saving repeating transaction that should end on a certain date. #688
- the error prevented the saving of new repeating transactions
- ❗ the error caused existing repeating transactions to be deleted after trying to update them via ui
⚠️ Deprecations
Minimum supported version of BudgetMaster database is now v2.7.0
❗ If you are still using BudgetMaster v2.6.1 or earlier, please make sure to upgrade to v2.7.0 prior to using this release! ❗
Minimum supported version for JSON import is now 4
❗ BudgetMaster database exports (JSON files) from version prior to v2.5.0 (version code 3 or less inside the JSON) can no longer be imported ❗
Last release with pre-built windows executable
❗ BudgetMaster v2.9.1 will be the last version to offer any pre-built executables for windows. Use the BudgetMaster.jar file instead. ❗
Last release with H2 database
❗ BudgetMaster v2.9.1 will be the last version to use a bundled database of type H2 for data storage. Starting with BudgetMaster v2.10.0 you have to provide a PostgreSQL or MariaDB instance instead. All your existing data can be migrated automatically in BudgetMaster v2.10.0. ❗
v2.9.0 - Usability
✨ New features
- add a button to new transaction page to allow to save the transaction and continue to add the next transaction (without returning to the transactions overview page) #503
- the font color of builtin icons is now customizable #652
- templates can be organized into groups #546
- new chart: income/expenditures per year per category #662
- new chart: average monthly income/expenditures per year #672
- new chart: average transaction amount per category #674
- new chart: average monthly incomes/expenditures per category #675
- improve visibility of selected account / new global account select #658
✏️ Improvements
- show a success banner if a transaction, account, chart, category or template is successfully saved #656
- a transaction from a template without any account set will now use the currently selected account if possible (otherwise default account) #655
- BudgetMaster now uses Java 17
- manage charts overview: added columns for display type and group type #673
- set icon for placeholder account "all accounts" #676
- improved chart height #684
🐛 Bugfixes
- escape single quotes in tag names when passed to javascript in ftl #654
- transfer direction is now respected in charts #661
- fixed filter behaviour of transfer transactions #653
- fixed some transactions not shown if current time is closely before midnight #670
- only save dates to database (instead of date and time) #671
- filter: transactions without tags are now correctly shown if one tag is de-selected in filter #682
⚠️ Deprecations
Minimum supported version of BudgetMaster database is now v2.7.0
❗ If you are still using BudgetMaster v2.6.1 or earlier, please make sure to upgrade to v2.7.0 prior to using this release! ❗
Minimum supported version for JSON import is now 4
❗ BudgetMaster database exports (JSON files) from version prior to v2.5.0 (version code 3 or less inside the JSON) can no longer be imported ❗
Last release with pre-built windows executable
❗ BudgetMaster v2.9.0 will be the last version to offer any pre-built executables for windows. Use the BudgetMaster.jar file instead. ❗
Last release with H2 database
❗ BudgetMaster v2.9.0 will be the last version to use a bundled database of type H2 for data storage. Starting with BudgetMaster v2.10.0 you have to provide a PostgreSQL or MariaDB instance instead. All your existing data can be migrated automatically in BudgetMaster v2.10.0. ❗
v2.8.0 - Recurring Transfers
❗ If you are still using BudgetMaster v2.6.1 or earlier, please make sure to upgrade to v2.7.0 prior to using this release! ❗
New features
- search: added new checkbox to include transactions from hidden accounts #642
- recurring transfers: Transfer transactions can now also be scheduled for automatic repetition #596
- transaction overview page: added a button for each transaction to create a new transaction based on the existing one (form inputs are pre-filled automatically) #577
- Added the new hotkey "o" to open the transaction overview #651
Improvements
- add backup time to file name on manual export #640
- all text inputs are now trimmed before saving (Note: This affects password inputs too!) #644
- month select hotkeys are now disabled while search is focused #643
- improved performance of category and account image loading (fetch images from separate route instead of providing base64 to allow the browser to skip duplicated fetches) #510
Bugfixes
- sort templates by template name instead of transaction name in template overview #641
- prevent duplicated search results if the search text is found both in the name and the tags of a transaction #647
- The filter badge is now correctly displayed if a chart is displayed with active filters and the button to show the chart settings is clicked. #648
- use system time zone for all dates #646
Deprecations
BudgetMaster v2.7.0 introduced a new way how account, category and template icons are handled internally. Therefore existing database entries that had an icon configured were automatically migrated during startup.
⚠️ This release removes this automatic migration! ⚠️
❗ If you are still using BudgetMaster v2.6.1 or earlier, please make sure to upgrade to v2.7.0 prior to using this release! ❗
v2.7.0 - Jump to search + New chart chooser
New features
- completely re-designed the chart chooser page
- added dismissible information boxes showing useful hints.
- added support for non square account, category and template icons
- support fontawesome icons for accounts and templates too
- added a new page for viewing tag names and how often they are used
- jump to search: Directly jump to search from account, category and tag overview (click on number of usages, magnifying glasses icon, category icon, ...)
Improvements
- improved performance by loading images from database only if needed
- improved account import: Remember account matching and show only one button to create a new account.
- manage charts page: replaced edit button for default charts to make clear that those are not editable
- localized datepickers on charts page
- filter modal now uses fixed footer for buttons (ensures that you do not have to scroll to reach them)
- alle delete modals are now shown without page reload
- search page: show pagination on bottom too
- icon select modal: added progress indicator while images are fetched from server
- transaction page: select account on click on account icon
- windows exe: link to OpenJDK instead of Oracel if java is not installed
Bugfixes
- fixed a bug that caused transfers from hidden accounts to be hidden as well
- fixed selected account if creating a transaction from a template without any account set
- fixed account import: images are now imported correctly (image from imported account will replace the image in the existing account)
v2.6.1 - Bugfix
Bugfixes
- Fix for read-only accounts: Prevents the creation of new transactions for read-only accounts.
- Fix for backup file size: Dramatically optimized the size of the backup files.
v2.6.0 - The Design Offensive
New features
- the design offensive:
- choose from a set of pre-defined set of icons for categories or upload your own images for accounts and templates
- category circles can now be displayed as squares
- improved overall design by adding icons to headlines and form inputs, notification banners, etc.
- and much more
- git backup: Schedule an automatic export of your database content and commit to a local or remote git repository.
- backup charts: Custom charts are now included in the in backups.
- hide accounts: In addition to mark an account as readonly it is now possible to hide the account and all corresponding transactions completely.
- statistics: Some numbers of your BudgetMaster instance will be visualized on the new statistics page.
- hotkeys to switch months: switch to the previous or next month using the arrow keys
Improvements
- re-designed import process: The import process is now split into multiple steps, featuring explanations and an improved design.
- chart: "incomes and expenditures per month by categories": The bar sizes are now relative to each other instead of 100% each.
- sort accounts, categories and templates naturally
- improved spacing between headlines and content in PDF reports
- database exports (JSON) are now minified to one line to decrease the file size
- show account icons on transactions page if "all accounts" is selected
- added new chart quick date options for last week, last month, last year and until end of last year
- added a global notiifcation banner (shows feedback, e.g. after deleting a category or saving the settings)
- added description texts for switches on settings page
- set meaningful page tiles for browser tabs (instead if always using "BudgetMaster")
- include an apple-touch-icon (used when the BudgetMaster website is added to the homescreen of your mobile)
Bugfixes
- several bugfixes for problems during database import
- datepickers are now localized correctly even if the language is changed
- the current selected account is only changed on highlighting a search result when necessary
v2.5.1 - Bugfix
Bugfixes
- tags are now saved correctly when saving templates
v2.5.0 - Readonly Accounts
New features
- readonly accounts: allows to deactivate accounts (transactions can't be added or removed from deactivated accounts)
- change transaction type: transform a transaction to another type (e.g. change a normal transaction to a repeating one)
- first use guide: simple introduction on how to use BudgetMaster
- what's new dialog: shows new features after upgrading to the latest version
- added a settings option to disable the graphical datepicker (
)
- new hotkey for saving a transaction
Ctrl+Enter
Improvements
- enhanced keyboard navigation on template page: use
up/downkey to select a template andenterto create a new transaction from the template - new style for information/warning boxes
- set same label color for all inputs on new transaction page
- improved integration test coverage
- improve tab traversal order on new transaction page
- migrated to Java 11
- combined template overview and template select page
- set focus to search field on template search view on page load
Bugfixes
- income templates are now prefilled correctly
- month names are now localized in generated month reports
- sort categories naturally