Changelog

Changelog

v0.2.0

What’s New

  • Added per-account reminders for daily, weekly, or monthly balance updates.
  • Added auto-record schedules so accounts can log fixed balance changes automatically, with missed runs caught up when the app reopens.
  • Added a Pending Reminders tile on Home to see accounts that need attention.
  • Account entries now show their source: manually added, synced from holdings, or auto-recorded.
  • Added a source filter to the account entry list.
  • Trade notes can now be edited or deleted directly from the account-level list.
  • Quick Log got smarter at reading Chinese input and telling expenses from income.
  • Added optional AI-powered Quick Log parsing for trickier inputs, with a one-time consent prompt.
  • Holding screenshot import now warns when shares or average cost are missing.
  • USD is now pinned near the top of the currency picker.

Fixes & Reliability

  • Fixed holding metric columns not recalculating widths after data changes.
  • Fixed Quick Log misreading long inputs, extra whitespace, or names shared by multiple accounts.
  • Fixed English tab bar labels being cut off.
  • Fixed the change chart counting an account’s opening balance as a gain or loss in its first period.
  • Non-investment accounts now open to the trend chart by default.
  • Fixed TW stock prices in first-launch sample data.