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v0.3.0

maybe-finance/maybev0.3.0Jan 17, 2025by zachgoll

AI Summary

Major release introducing budgeting functionality as the flagship feature, along with account data enrichment, nested categories, and transfer/payment auto-matching capabilities.

Key Highlights

  • Budgeting V1 - Complete budgeting system with transaction categorization
  • Account data enrichment (opt-in for all users)
  • Nested categories support
  • Transfer and Payment auto-matching
  • Various bug fixes and UI improvements

New Features

  • Budgeting system with monthly spending breakdown
  • Transaction categorization (one-time expenses, transfers)
  • Account data enrichment with opt-in consent
  • Nested category hierarchy
  • Transfer and payment auto-matching
  • Error backtrace logging for sync debugging

Full Release Notes

## Budgeting is here!

A long awaited feature, Maybe now supports budgeting!  We believe budgeting should be easy and simple.  Categorize your transactions, mark transfers, one-time expenses, and get a clear breakdown of where your money is going each month.

https://github.com/user-attachments/assets/4dcf3f66-7b26-42e7-9c6b-48df7e19a798

## What's Changed
* Add account data enrichment by @zachgoll in https://github.com/maybe-finance/maybe/pull/1532
* Handle nil name for entries by @zachgoll in https://github.com/maybe-finance/maybe/pull/1550
* Fix date format validation error by @zachgoll in https://github.com/maybe-finance/maybe/pull/1551
* Make transaction enrichment opt-in for all users by @zachgoll in https://github.com/maybe-finance/maybe/pull/1552
* Preserve original transaction names when enriching by @zachgoll in https://github.com/maybe-finance/maybe/pull/1556
* Preserve pagination on entry updates by @zachgoll in https://github.com/maybe-finance/maybe/pull/1563
* Nested Categories by @zachgoll in https://github.com/maybe-finance/maybe/pull/1561
* Save error backtrace for sync errors for better debugging by @tonyvince in https://github.com/maybe-finance/maybe/pull/1578
* fix: Bug | creating duplicate category leads to crash screen by @tonyvince in https://github.com/maybe-finance/maybe/pull/1577
* Fix unknown attribute 'parent_category' for Category in demo generator by @akabiru in https://github.com/maybe-finance/maybe/pull/1575
* Fix: breaking change after bumping hotwire-livereload to 2.0.0 by @tonyvince in https://github.com/maybe-finance/maybe/pull/1589
* Transfer and Payment auto-matching, model and UI improvements by @zachgoll in https://github.com/maybe-finance/maybe/pull/1585
* Budgeting V1 by @zachgoll in https://github.com/maybe-finance/maybe/pull/1609
* Fix transfer matching logic by @zachgoll in https://github.com/maybe-finance/maybe/pull/1625
* Fix budget money formatting by @zachgoll in https://github.com/maybe-finance/maybe/pull/1626
* Update snapshot_account_transactions to only give transactions by filtering on entryable_type by @Repsay in https://github.com/maybe-finance/maybe/pull/1629
* FIX: correct display of percentages by @MrTob in https://github.com/maybe-finance/maybe/pull/1622

## New Contributors
* @akabiru made their first contribution in https://github.com/maybe-finance/maybe/pull/1575
* @Repsay made their first contribution in https://github.com/maybe-finance/maybe/pull/1629
* @MrTob made their first contribution in https://github.com/maybe-finance/maybe/pull/1622

**Full Changelog**: https://github.com/maybe-finance/maybe/compare/v0.2.0...v0.3.0