Release Notes

June 1, 2025

• Implemented premium features.
• Cleanup and feature implementation.

May 31, 2025

• Refactored code with AI; Sankey diagram now works for both income and expenses.

May 29, 2025

• Cleanup and bug fixes.
• Completed Sankey dataviz component.
• Sankey is now responsive.

May 28, 2025

• Hotfix: Fixed a date formatting bug for Amex transactions.

May 25, 2025

• Sankey diagram works and demo data improved.
• Categorization and key adjustments implemented.
• Feature completion.

May 24, 2025

• Added total number of rows in transactions page for desktop and mobile.
• Bug fixes.

May 19, 2025

• Successfully finished ‘apply to all’ category changes.
• Addressed multiple issues.
• Categories now display as button groups in mobile; premium categorization features refined.

May 18, 2025

• Categories can be edited and labels show on the desktop table.
• Added environment variable to enable/disable premium tiers; categories shown in desktop table and edit dialog.

May 17, 2025

• Renamed WRN import button to “Resume”.

May 15, 2025

• Added SVG icons of banks for CSV import and bank selection.

May 11, 2025

• Refined mobile view of transactions and exclusive early access preview categorization visibility in mobile.
• Prettified the footer.
• Refined the transactions page for mobile.

May 10, 2025

• Introduced categories feature.

May 9, 2025

• App now supports Tangerine chequings and credit; UI/UX improvements.

May 7, 2025

• Cleanup for landing page.

May 4, 2025

• Code cleanup and different page titles per view.
• Code cleanup; currency textbox for ‘Edit Transaction’ dialog.
• Custom datepicker for editing dates in transactions.
• Made datepicker work.

May 3, 2025

• Transaction data now shows in the dialog and is editable.
• Edit Transaction Dialog hide/show functionality improved; Vite config improvements.
• Small improvements to showing the ‘Edit Transaction Dialog’ box.

May 2, 2025

• Fixed a bug where net worth reset if no cashflow data was provided in succeeding months.

April 30, 2025

• Refactoring and code cleanup to separate components.
• Added currency props in FigureCard.vue.
• Made getHighestNetWorth() work.
• UI improvements for ‘figure-card’ component.

April 29, 2025

• Added support for BMO line of credit.

April 28, 2025

• Hid the category column in the Transactions page.
• Refinements to reports page tabs; PWA improvements and marketing in footer.

April 20, 2025

• Created two tabs for reports: one for cash flow, one for net worth.

April 18, 2025

• Added “uncategorized” if blank.
• Category field now in backend and can be populated in transactions tab.
• Added some marketing.

April 12, 2025

• Added support for Scotiabank credit card; fixed an editing bug on amount.
• Users can now edit the transactions table, which is also their data.

April 10, 2025

• Added an easy text to resolve a previous issue.
• Added ‘back to top’ functionality.
• Fixed a display issue.

April 9, 2025

• Implemented removeInvalidRow() to remove transactions on import when the amount is not a number.
• Added full names of banks and adjusted filter fields.

April 8, 2025

• Added AMEX support.

April 7, 2025

• Added a line graph to showcase actual net worth.

April 6, 2025

• Now supports Wealthsimple Cash account.
• Made EQ bank chequings work; date parsing now uses Luxon.

April 5, 2025

• Installed TailwindCSS and adjusted settings.
• You can now filter (global) through your transactions.

April 2, 2025

• Changed font-size in home page.
• Small UX hints improvements.

March 31, 2025

• Changed logo and favicons.

March 30, 2025

• Added ‘Made in Canada’.
• Fixed a bug where ‘one month ago’ was still the same month if it was the 30th or 31st.

March 29, 2025

• Existing transactions from CSV files are no longer imported and doubled in the system.
• Fixed bug where transaction amount was sorted by text type, not by number.
• CSV import clears after successful import; FAQ and finessing changes.

March 12, 2025

• Rephrased the elevator pitch.

March 9, 2025

• Branding updates.
• Cleanup and GA4 event tracking.

March 4, 2025

• Added marketing and branding.

February 20, 2025

• Made .wrn importer work; added a # column in transactions page.
• Made changes to GTM and GA4 to filter out localhost traffic.

February 19, 2025

• Added BoA to list and is now working; removeEnclosures() when inputting a field.

February 17, 2025

• Added the Load Demo Data feature.
• Separated import into a different page; added an FAQ.

February 6, 2025

• Added Chase and tweaked signed logic in transactions table.

February 4, 2025

• Added support for TD credit cards.

February 2, 2025

• Introduced number format/currency to transactions page; one bank account type equals one currency.
• BMO credit is now supported.
• Can now take in CIBC credit.
• Dynamically generates from accountNumber or type + bank.
• App can now dynamically operate based on accountType chosen by the user.
• Added GTM + GA4.

January 29, 2025

• Warnings and cleanups for CIBC users.
• CIBC chequings now works.
• Added convertCSVtoJSON inside the dynamic import().
• Truly separated bank rules by file; dynamic importing.
• Successfully transitioned to dynamically importing bankRules based on dropdown selection.

January 28, 2025

• Reports page also works with the app’s own meta field.
• BMO chequings imported now mapped to app’s meta names; transactions view displays values correctly.
• Added a popover info in the list of banks dropdown.

January 27, 2025

• Fixed bug where chart values don’t align with their dates; monthly balances dynamically map to the chart.

January 23, 2025

• Transaction table now creates a shallow copy of transactions to format and display instead of mutating original transactions.
• Bug fix: Imported transactions’ dates were being changed to today.

January 22, 2025

• More user first-time instructions.

January 21, 2025

• Added wayfinding and instructions for first-timers.
• Console.log cleanup at Table.vue, changed vite base_url, and fixed issue where report view bugs out when going back several months and changing years.

January 2, 2025

• Formatted how the date displays in backend; added new bankRules.

December 31, 2024

• Fixed bugs.
• Solved the color part.
• Properly displays in graph without errors; blank account and uniform colors.

December 30, 2024

• Fixed looping update, using computed(), and graph values are correct.

December 29, 2024

• Able to display transactions in a graph under Reports tab.
• Added leading zeroes to single-digit months.
• Able to sum up balances by month/year.
• Dates are now parsed and set to JS dates.

December 28, 2024

• File uploader changed from default JS to PrimeVue’s file upload UI.
• Added more /import page elements.

December 25, 2024

• Conditional redirect on close of the wizard modal window.

December 23, 2024

• Can now import a CSV directly from BMO without editing.
• Refactored; moved importCSV into its own helper JS.

December 21, 2024

• Added a popup on page load.

December 19, 2024

• Removes blank rows in the transaction after import of CSV.

December 18, 2024

• UI improvements: moved dataviz to its own page; hover effects on the table.

December 16, 2024

• Started separating components by pages/Vue Router.

December 15, 2024

• Grouped transactions by month.

December 13, 2024

• Stacked vertical chart’s label is now dynamic; can indicate to show months from X months ago.
• App can now list account numbers based on transactions.

December 12, 2024

• Added a static dataviz sample; app computes for account numbers used.

December 10, 2024

• You can now commit your own WRN file.

December 9, 2024

• You can save your data in a text file now.
• New line separator is now \r\n and descriptions now show.

December 4, 2024

• Added ‘sortable’ in the table.

December 3, 2024

• Now you can import a CSV and it displays in a table.

November 23, 2024

• First commit: Finished emitting CSV to App; trying to display it in a table.