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Auto-Categorization, New External Providers Interface, LunchFlow Support, and New Languages

New Features​

Auto-Categorization​

Huge thanks to @awilner for implementing this feature! Budget Board can now train a machine learning model on your categorized transactions and use that model to predict categories for new transactions. This can save a lot of time when categorizing transactions, especially if you regularly have similar transactions (e.g. recurring bills, regular purchases from the same stores, etc.).

See the Auto-Categorization page in the wiki for more details on how to use this feature and how it works under the hood.

New External Providers Interface​

Previously, the only external provider was SimpleFIN, and the connection was managed entirely through the Settings page. When a sync was performed, accounts were created in Budget Board for each account in SimpleFIN, and transactions were imported into those accounts. This worked fine when there was only one provider, but it would not scale well as more providers were added.

To better support multiple providers, I have implemented a new interface for managing external provider connections. On this page you will be able to set up the connection to an external provider (SimpleFIN, LunchFlow, etc.), and selectively map accounts from that provider to accounts in Budget Board. This will allow for more flexibility and control over how external data is imported into Budget Board.

External Providers Page

LunchFlow Support​

I have added support for LunchFlow as an external provider. LunchFlow is a financial data aggregation service similar to SimpleFIN, but with support for more institutions, particularly institutions outside of the U.S. Users can now connect their LunchFlow account to Budget Board and import their financial data in the same way as they could with SimpleFIN.

New Languages​

The community has contributed translations for a few new languages, so I have added support for a couple that have had some meaningful progress. The new languages added in this release are:

  • German
  • Simplified Chinese

If you would like to help complete these translations, or contribute translations for a new language, please check out our localization guide in the wiki.

What's Changed​

Full Changelog: https://github.com/teelur/budget-board/compare/v3.1.3...v3.2.0