Changelog

All notable changes to Cashflow App are documented here.

[Unreleased]

Added

• Features currently in development

Changed

• Improvements to existing functionality

Fixed

• Bug fixes in progress

[1.0.0] - 2026-01-22

Added

Core Features

• 4-Quadrant Income Statement Dashboard with period filtering (monthly, quarterly, annual)
• Account management for checking, savings, credit cards, loans, and other account types
• Full transaction tracking with search, filtering, and categorization
• Budget management with category-based spending limits
• Category management with customizable groups and hierarchies
• Net worth calculation from assets and liabilities

YNAB Integration

• OAuth 2.0 authentication flow for YNAB connection
• Budget selection and data synchronization
• Automatic sync with configurable polling intervals (5-60 minutes)
• Manual sync on demand via "Sync Now" button
• Sync accounts, categories, transactions, and scheduled items

Scheduled Transactions

• Manage recurring income and expense transactions
• Support for multiple frequencies (daily, weekly, monthly, yearly)
• 30-day cash flow projections
• Filter by income or expenses

Setup Wizard

• Multi-step guided setup for new income statements
• Choose between manual setup or YNAB import
• Draft persistence to resume incomplete setups
• Step-by-step configuration: Basics, Categories, Accounts, Income, Expenses, Review

Data Import

• CSV import wizard with column mapping
• Data preview and validation before import
• Support for common bank export formats

Transaction Management

• Bulk category assignment for multiple transactions
• Advanced filtering by date, account, category, amount, and status
• Search by payee name
• Transaction list with sorting options

User Interface

• Responsive sidebar navigation
• Period navigation with forward/back controls
• Toast notifications for user actions
• Loading states and error handling

Version Format

This changelog follows Keep a Changelog format.

• Added for new features
• Changed for changes in existing functionality
• Deprecated for soon-to-be removed features
• Removed for now removed features
• Fixed for bug fixes
• Security for vulnerability fixes