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Release v3.6.0

New Features​

Customizable Dashboard​

The dashboard has been updated to allow you to customize it to your liking. You can now add, remove, rearrange, resize, and configure widgets on the dashboard to create a personalized view of your financial data.

Customizable Dashboard

Metrics Widget​

One of the new widgets is the Metrics widget, which allows you to display financial metrics of your choice on the dashboard.

Widgets

You can calculate metrics based on things like transaction data, account or asset balances, goal progress, budget amounts, and more.

Widget Configuration

Custom Category Updates​

There have been a few updates to the custom category system across transactions, accounts, and assets.

Custom Account Types​

The existing account type system has been expanded to allow you to create your own custom account types. These types can be used to categorize your accounts for dashboard widgets and classify them either as assets or liabilities.

Account Type Settings

Custom Asset Types​

Previously, assets had no type system, so we have now added a custom asset type system with some new built-in types.

Asset Type Settings

Custom Transaction Categories​

The custom category system for transactions is largely the same, but now has a designation of income or expense for the category, which is used in several places such as the spending graphs and budgets breakdown.

Transaction Category Settings

Other Noteworthy Changes​

Miscellaneous Small Features​

Here are a few other small features that have been added to the app:

  • You can now filter transactions by merchant name and amount range on the transactions page.
  • Added account as a condition for the rules system, which allows you to create rules that only apply to transactions from specific accounts.

UI Tweaks​

There have been a number of small UI tweaks across the app, most notably to some of the dashboard widgets, the trends page, and new fonts!

Trends Page

New Demo Site​

A new "demo mode" has been added to the app, which has allowed me to create a new demo site with pre-populated data that anyone can log into and try out the app without needing to set up their own instance.

You can try it out at: https://demo.budgetboard.net

License Update​

The license for the project has been updated from GPL-3.0 to AGPL-3.0, which is a more appropriate license for a web application that is often hosted as a service.

What's Changed​

Full Changelog: https://github.com/teelur/budget-board/compare/v3.5.2...v3.6.0