OpenBudgeteer changelog

Changelog History

Page 1

• v1.11 Changes

  December 17, 2025

  ⚙️ Features & Enhancements

  • Transaction Page:

    • Add Dialog for creating Transfer transaction #194
    • (Re-)Introduce Button groups to cluster similar actions

  • Bucket Page:

    • Distribute Budget clears also now negative Bucket Balances #325

  • Report Page:

    • New Charts for Buckets and Bucket Groups #179 #274
    • Rework charts on Report Page into separate Tab Views

  • Misc:

    • Add Authentication for Web App #9
    • Rework logging and improved User experience for error messages

  🛠 🪲 Bug Fixes

  • Import Page:

    • Re-enable Payee as optional mapping #331

  • Recurring Transaction Dialog:

    • Fix table header title

  🚧 🔨 Maintenance

  • ⬆️ Upgrade various dependencies, e.g. EF Core #321 and MudBlazor

• v1.10 Changes

  April 30, 2025

  ⚙️ Features & Enhancements

  • 💻 Migrated UI to MudBlazor #287

    • Transaction Page:
    • Transaction creation is now happening is a separate dialog
    • Mass Deletion of Transactions
    • There are only two modes available: Display Mode and Edit Mode
      • Without any selection, all Transactions will be edited
      • If certain Transactions are selected, only those will be considered in Edit Mode. Thanks Lucaber
    • It's no longer possible to change the Amount assigment if no Bucket is selected (displaying the No Selection Bucket)
    • Bucket split is happening automatically based on total assigned Amount
    • Rework buttons for Recurring Transaction due to sizing issues
    • Bucket Page:
    • Bucket Groups are now managed in a separate Dialog
    • Bucket Groups will only be displayed once a Bucket has been assigned to it (technical limitation)
    • Bucket creation now possible via a separate Button (no longer via Bucket Group entry)
    • For Bucket coloring, a preview is now displayed instead of showing color changes inside the DropDown menus (technical limitation)
    • Import Page:
    • New Wizard-like UI for handling the Import process
    • Column mapping is now restored from the Import Profile in case the Header Row index had to be changed
    • Misc:
    • Various table views are now sortable and filterable
    • Quick selection for Buckets #193
    • Adding tooltips on some UI Elements
    • Handling of Color themes changed, that also means Bootswatch themes are no longer compatible
    • New UI to display unexpected Exceptions
    • Reworked Reconnect message which is now displayed in the App Header

  • Budget & Bank Balance calculation are now based on total values instead of individual month

  • 👌 Improved database connection handling and logging on application start

  • ➕ Add Info Page for database connection details and 3rd party software licenses

  • ➕ Add Settings Page to set UI colors (replacement for Bootswatch themes)

  • Coloring amounts on Bucket Page #300 #293 Thanks YannisAm

  • ➕ Add option to hide Buckets from certain statistics and reports #314 Thanks Lucaber

  • 📚 It's now possible to use a .env file to set environment variables, please check documentation for further details

  🚚 ❌ Removed

  • 👌 Support for Bootswatch themes

  ⚠ ⚠️ Important notice

  • 📚 Requires now a Redis container, please check documentation for further details
  • API: Replace Swagger with Scalar (accessible via endpoint /api). Only API Version 1.1 will be provided.
  • Switched License from MIT to GNU Affero General Public License v3.0

  ⚠ ⚠️ Known issues

  • 👀 Cursor jumping around in table view filters for specific cultures (e.g. de-DE), see here for more details

• v1.9.1 Changes

  January 11, 2025

  🛠 🪲 Bug Fixes

  • 🚚 Unable to move a Bucket Group #282
  • Data Inconsistency Check for incomplete Bucket assignments didn't cover Transactions without any assignment #283

• v1.9 Changes

  January 04, 2025

  ⚙️ Features & Enhancements

  • Edit Bucket Dialog shows now a calculated next applying target date for Bucket type Expense every X Months and Save X until Y date #201
  • File content preview on Import Page no longer wraps, instead it uses horizontal scrolling #227
  • Migrated reports from ChartJs.Blazor to Blazor-ApexCharts
  • 🚚 Bucket Movements will be now stored with the current date instead on first of the month #240 Thanks Lucaber
  • Bucket Details will now show the right amount (highlighted with a *) in case it's part of a split Transaction #256 #272 Thanks Lucaber
  • 🆕 New defaults on Date and Amount for creating/editing a Transaction #270
  • ➕ Add confirmation dialog before closing an Account #264
  • Redesign Blazor reconnect dialog #250

  🚧 🔨 Maintenance

  • ✅ Rework Unit Tests and Code cleanup after dropping Sqlite support #239 #246
  • 🆕 New API Version 1.1 with new Endpoint /withoutSystemBuckets

  🛠 🪲 Bug Fixes

  • Creation of multiple new Accounts using Recurring Transactions #255 #267 Thanks OSMIbra
  • 🚦 On Import Page, Preview modification for large texts couldn't be synced to ViewModel due to SignalR message size limitation #248
  • 0️⃣ Correct usage of APPSETTINGS_THEME default value default #253
  • 🛠 Fix Preview Word Wrap on Import Page using Firefox #261
  • ➕ Adding additional checks for Bucket Proposal to prevent inconsistent database state #254

• v1.8.3 Changes

  May 20, 2024

  ⚠ ⚠️ Breaking Changes

  • ⬇️ Dropping support for SQLite #239 #242

  ⚙️ Features & Enhancements

  • Replace News with Link to GitHub Announcements #241

  🛠 🪲 Bug Fixes

  • 🛠 Fix error message after creating new Bucket #234 Thanks also Anu6is

• v1.8.2 Changes

  April 04, 2024

  🚧 🔨 Maintenance

  • 🐳 Revert back to default ASP.NET Docker image to fix SQLite issue with Alpine image #233

• v1.8.1 Changes

  March 17, 2024

  🛠 🪲 Bug Fixes

  • Duplicate check on Import Page was showing wrong Account. Now only Transactions of the selected target Account will be considered during the analysis #230
  • 🚚 Bucket Movements were shown with Account (Inactive) #231

• v1.8 Changes

  March 16, 2024

  ⚠ ⚠️ Breaking Changes

  • 🐳 Docker Image now listens on port 8080 (new .Net 8 default)

  ⚙️ Features & Enhancements

  • 🐳 First version of Web API in a separate Docker Image #127
  • Buttons that appeared in the past only via hovering are now always displayed (was not working well, maybe additional rework in future) #155
  • 📱 More responsive navigation bar #175
  • 🆕 New Data Consistency Check: Negative Transaction assigned to Income #177
  • Create Transaction keeps last input date #187
  • Consistent currency and number format for displayed Amounts #188
  • An empty database can be loaded now with some demo data using APPSETTINGS_DEMO_DATA: true #192
  • Enable editing of imported file #196
  • Text Color option for Bucket #207
  • Confirmation Dialog for deleting a Bucket Group #208
  • Loading screen while opening/uploading a file #209
  • 📱 Rework UI to make it more responsive for various small screen sizes #211
  • Redesign of Navigation Menu and Footer
  • Redesign Banner message on unwanted exceptions

  🛠 🪲 Bug Fixes

  • 💻 UI alignment for large numbers #189
  • Mapping Rules using the Account Name instead of Account Id #199 Thanks Lucaber
  • ➕ Adding a Mapping Rule to an existing Rule Set no longer fails #200 Thanks Lucaber
  • 👻 Exception after canceling creation of a new Recurring Transactions #210
  • Sqlite database migration issue (Guid generation) since 1.7 #221
  • 🛠 Fix Expand All button typo on Bucket Page #224

  🚧 🔨 Maintenance

  • 🏗 Builds for ARM64 are available again #131
  • Migrated to .Net 8 #198

• v1.7 Changes

  October 03, 2023

  • 👍 [Add] PostgreSQL support #81 Thanks csillaggyujto
  • [Add] Confirmation Dialog before setting a Bucket inactive #119
  • [Add] Some validations for creating and changing Rules
  • [Breaking Change] Specific characters are no longer allowed for database names (SQL injection prevention)
  • ⚡️ [Breaking Change] For database type sqlite the parameter CONNECTION_DATABASE can now include a full path (no longer defaulted in /app/database). Consider updating your volume mapping.
  • [Changed] Migrated to .Net 7
  • [Changed] Integer based IDs in database have been migrated to Guid
  • 🔨 [Changed] Overall refactoring of database backend including SQL injection protection. Thanks csillaggyujto
  • 🐳 [Changed] Blazor Docker Image based on Alpine #143 Thanks csillaggyujto
  • [Changed] Prevent any kind of interaction with Buckets marked as inactive #111
  • [Changed] Bucket selection on Transaction and Rules Page now happens in a separate dialog which shows a similar overview like on Bucket page #112
  • [Changed] Replaced custom solution to fix #114 with new bind:get and bind:set feature from .Net 7
  • 🐎 [Changed] Improved performance for duplicate check on Import Page
  • [Changed] Improved visibility of some reports on Report Page #137
  • [Changed] Improved Bucket Type handling for Create/Edit Bucket #184 #160
  • 🛠 [Fixed] Enable de-selection of Payee on Import Page #148
  • 🛠 [Fixed] Duplicate matching on Import Page #151 Thanks Lucaber
  • 🛠 [Fixed] Negative progress for Buckets with type "Expenses every X months" #158
  • 🛠 [Fixed] Sqlite Database locked while using "Distribute Budget" #171
  • 🛠 [Fixed] Missing Unicode support for Import #163
  • 🛠 [Fixed] Error message closes Modal Dialog for Create/Edit Bucket #170
  • 🛠 [Fixed] Wrong selection after saving an Import Profile #172
  • 0️⃣ [Fixed] Allow selection of default system buckets in rules #191 Thanks Lucaber
  • 🛠 [Fixed] Fix navbar in portrait mode #190 Thanks Lucaber
  • ⚡️ [Known issue] Update 1.7 doesn't compile currently for ARM64

• v1.6.3 Changes

  January 27, 2023

  • 🔊 [Add] Several Confirmation Dialogs for Import Profile handling #124
  • 🛠 [Fixed] Proper reset of values after deleting an Import Profile #125
  • 🛠 [Fixed] Overall improved and fixed error handling on Import Page

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