v0.1.0

maybe-finance/maybev0.1.0Oct 11, 2024by zachgoll

AI Summary

Initial production release marking the launch of the hosted Maybe finance app with core account management, CSV imports, and investment portfolio tracking capabilities.

Key Highlights

  • Launch of hosted Maybe (invite-only alpha)
  • Account management for all account types
  • CSV import for accounts, transactions, and trades
  • Net worth, spending, and income tracking
  • Investment portfolio management (buys, sells, deposits, withdrawals)

New Features

  • Multi-account management
  • CSV import functionality
  • Net worth tracking
  • Total spending and income analysis
  • Transaction management with categories, tags, and notes
  • Investment portfolio tracking
  • Loan and credit card account views
  • Other assets and liabilities tracking

Full Release Notes

## We're live! 🌮 🥳 

![the-office-the](https://github.com/user-attachments/assets/28a3e1e1-027b-4f94-abd3-89d34c76d05b)

After hundreds of contributors and hundreds of thousands of lines of code, `v0.1.0` is here!

This release comes with a TON of bug fixes and marks the launch of "hosted" Maybe.  We've still got a _ton_ of work ahead, but we're excited to release our first production-ready version of Maybe.

We're currently in a private, invite-only alpha.  Be sure to [join our Discord](https://link.maybe.co/discord) for announcements when new spots become available!

In this first version, you can:

- Add all of your accounts
- Import accounts, transactions, and trades by CSV
- See your net worth, total spending, and total income
- Manage transactions (categories, tags, notes)
- Manage investment portfolios (buys, sells, deposits, withdrawals)

After we incorporate all the feedback coming in, our hosted app will be introducing automated bank syncing!

## What's Changed

* Hide currency for transfers by @zachgoll in https://github.com/maybe-finance/maybe/pull/1260
* Hide infinity trend percentage changes by @zachgoll in https://github.com/maybe-finance/maybe/pull/1261
* Finalize other assets and liabilities view by @zachgoll in https://github.com/maybe-finance/maybe/pull/1264
* Intercom integration by @Shpigford in https://github.com/maybe-finance/maybe/pull/1267
* Add empty states to account summary page by @zachgoll in https://github.com/maybe-finance/maybe/pull/1265
* Billing by @Shpigford in https://github.com/maybe-finance/maybe/pull/1269
* Add loan and credit card views by @zachgoll in https://github.com/maybe-finance/maybe/pull/1268
* Set 3000 as the default web port by @alagos in https://github.com/maybe-finance/maybe/pull/1215
* Fix account pill on dashboard by @zachgoll in https://github.com/maybe-finance/maybe/pull/1270
* Early access by @Shpigford in https://github.com/maybe-finance/maybe/pull/1272
* Basic trade and holdings view by @zachgoll in https://github.com/maybe-finance/maybe/pull/1271
* Link to CSV imports by @zachgoll in https://github.com/maybe-finance/maybe/pull/1273
* Bug fixes for specialized account pages by @zachgoll in https://github.com/maybe-finance/maybe/pull/1275
* Fix currency formatting for 0 values by @zachgoll in https://github.com/maybe-finance/maybe/pull/1276
* Fix group trend color by @zachgoll in https://github.com/maybe-finance/maybe/pull/1277
* fix: use correct delimiter on credit card zero values by @gariasf in https://github.com/maybe-finance/maybe/pull/1280
* fix: amend inputs on loan, c.c., vehicle, and property partials by @gariasf in https://github.com/maybe-finance/maybe/pull/1281
* Better import instructions, remove ambiguous field by @zachgoll in https://github.com/maybe-finance/maybe/pull/1284
* Allow inline account creation when importing CSV by @zachgoll in https://github.com/maybe-finance/maybe/pull/1291
* Minor improvements to categories & changelog pages by @arsenstorm in https://github.com/maybe-finance/maybe/pull/1274
* Handle market holidays during holding sync by @zachgoll in https://github.com/maybe-finance/maybe/pull/1292
* fix: default value if user's name isn't set by @ajmeese7 in https://github.com/maybe-finance/maybe/pull/1262
* Add additional subtypes, add None option, prefill edit with previously selected option. by @ahatzz11 in https://github.com/maybe-finance/maybe/pull/1286

## New Contributors
* @gariasf made their first contribution in https://github.com/maybe-finance/maybe/pull/1280
* @arsenstorm made their first contribution in https://github.com/maybe-finance/maybe/pull/1274
* @ajmeese7 made their first contribution in https://github.com/maybe-finance/maybe/pull/1262
* @ahatzz11 made their first contribution in https://github.com/maybe-finance/maybe/pull/1286

**Full Changelog**: https://github.com/maybe-finance/maybe/compare/v0.1.0-alpha.18...v0.1.0