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v1.0.x

All releases on the 1.0 minor line. Newest first. This minor line is closed — patch fixes for shipped 1.0 behaviour landed here, then v1.1.0 opened a new line.

v1.0.2 — 2026-04-29​

Bug-fix release.

Bug Fixes​

  • Balance-based currency conversion populated at create time (Assets). Adding a balance-based asset in a foreign currency was silently skipping the auto-conversion step, leaving the secondary-currency value blank. Typing the balance now populates the converted amount immediately. Reproduced only on first-time creation of a foreign-currency balance asset; existing rows were unaffected.

v1.0.1 — 2026-04-29​

Bug-fix release covering tablet and mobile usability plus fee handling.

New Features​

  • Unit-based "Edit Asset Details" entry added to the kebab (Assets). Tax rate and fees were unreachable for unit-based assets without going through the transaction modal. The new entry surfaces them from the action menu. The full save flow shipped in v1.1.0 — submitting from this entry was a silent no-op until then.

Bug Fixes​

  • Tablet kebab menu and edit actions now visible (Tables). Action icons relied on hover, which tablets without pointer precision could not reliably trigger. Below the desktop breakpoint the kebab and edit/delete icons stay visible.
  • Mobile asset edit modal opens full-screen (Assets). The edit modal previously rendered as a floating card that was awkward to use on phones. It occupies the full viewport on small screens now, reverting to a centred card on tablets and desktops.
  • Mobile liability edit modal opens full-screen (Liabilities). Same shape change as the asset modal — full-screen on phones, centred elsewhere.
  • Manual fees no longer break unit-based asset creation (Assets). The fee amount field emitted strings while the API expected numbers, so adding a fee returned a validation error. Both client and server coerce the value now.

v1.0.0 — 2026-04-28​

Initial public release. The starting baseline for everything that follows.

New Features​

  • Three asset tracking models side-by-side (Assets). Value-based for real estate and illiquids, unit-based for stocks and crypto, balance-based for bank accounts and cash. Each model has its own edit form tailored to how the asset actually behaves.
  • Asset history snapshots over time (Assets). Every asset records observations so values can be looked up across months and years rather than just at the present moment.
  • Liability tracking with optional asset linking (Liabilities). Mortgages, loans, and credit lines can be linked to a backing asset (e.g. a mortgage to its property) so net-worth calculations stay coherent. Tax and fee liabilities are auto-calculated from the linked asset.
  • Income and expense tracking (Transactions). Monthly and yearly aggregation, recurring templates for fixed costs, and an analysis view to spot trends.
  • Categories with optional groups (Categories). Assign assets, liabilities, and transactions to categories; group related categories together to organise the balance sheet the way you actually think about it.
  • Net-worth chart with assets and liabilities lines (Summary). A single chart on the Summary page tracks net worth, total assets, and total liabilities together over time.
  • Multi-currency display with cached daily rates (Settings). Pick any display currency from the Settings page; rows store their original currency and convert on the fly via cached daily exchange rates.