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Commits on Jul 3, 2025

• Multi-step account forms + clearer balance editing (#2427)

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  zachgoll

  authored
  662f2c0

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Commits on May 19, 2025

• Fix attribute locking namespace conflict, duplicate syncs

  zachgoll

  committed
  137219c

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Commits on May 18, 2025

• Tweak exception logging, sync stale behavior

  zachgoll

  committed
  29a8ac9

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Commits on May 16, 2025

• Market data sync refinements (#2252)

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  zachgoll

  authored
  6dc1d22

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Commits on May 15, 2025

• Improve account sync performance, handle concurrent market data syncing (#2236)

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  zachgoll

  authored
  10dd9e0

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Commits on Apr 18, 2025

• Feature: Add "amount type" configuration column for CSV imports (#1947)

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  zachgoll

  authored
  c88fe2e

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Commits on Apr 14, 2025

• Account:: namespace simplifications and cleanup (#2110)

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  zachgoll

  authored
  e657c40

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Commits on Mar 28, 2025

• Personal finance AI (v1) (#2022)

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  zachgoll

  and

  Shpigford

  authored
  2f6b11c

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Commits on Mar 19, 2025

• Use Redis for ActiveJob and ActionCable (#2004)

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  zachgoll

  authored
  19cc63c

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Commits on Mar 17, 2025

• Data provider simplification, tests, and documentation (#1997)

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  zachgoll

  authored
  f65b93a

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Commits on Feb 21, 2025

• Fix import configuration failures (#1876)

  zachgoll

  authored
  8539ac7

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Commits on Feb 10, 2025

• feat(import): add currency and number format support for CSV imports (#1819)

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  danestves

  authored
  077694b

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Commits on Jan 31, 2025

• Fix EU plaid flow (#1761)

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  zachgoll

  authored
  53f4b32

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Commits on Jan 24, 2025

• Only update account balance if changed (#1676)

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  zachgoll

  authored
  43dd16e

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Commits on Dec 19, 2024

• Preserve original transaction names when enriching (#1556)

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  zachgoll

  authored
  7be6a37

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Commits on Nov 27, 2024

• Improve account transaction, trade, and valuation editing and sync experience (#1506)

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  zachgoll

  authored
  c3248cd

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Commits on Nov 15, 2024

• Basic Plaid Integration (#1433)

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  zachgoll

  authored
  cbba2ba

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Commits on Nov 5, 2024

• Account Activity View + Account Forms (#1406)

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  zachgoll

  authored
  65db492

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Commits on Oct 29, 2024

• First pass at security price reference (#1388)

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  Shpigford

  authored
  490f445

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Commits on Oct 1, 2024

• CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) (#1209)

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  zachgoll

  authored
  398b246

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Commits on Aug 16, 2024

• Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)

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  zachgoll

  authored
  707c5ca

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Commits on Aug 1, 2024

• Add security prices provider (Synth integration) (#1039)

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  zachgoll

  authored
  453a54e

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Commits on Apr 13, 2024

• Add zero-config self hosting on Render (#612)

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  zachgoll

  authored
  5aca2ff

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Commits on Mar 27, 2024

• Implement Synth as an exchange rate provider (#574)

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  josefarias

  authored
  7ae25dd

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