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Commits on Jul 10, 2025

• Centralize entry naming (#2454)

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  zachgoll

  authored
  9110ab2

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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 Jun 20, 2025

• perf(transactions): add `kind` to `Transaction` model and remove expensive Transfer joins in aggregations (#2388)

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  zachgoll

  authored
  1aae00f

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Commits on Jun 17, 2025

• Fix trailing whitespace in API keys system test

  Shpigford

  committed
  b65e4d3

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• Fix system test failures in API keys and trades tests

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  Shpigford

  and

  claude

  committed
  fc921c0

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• Add comprehensive API v1 with OAuth and API key authentication (#2389)

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  Shpigford

  and

  claude

  authored
  b803dda

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Commits on May 27, 2025

• Fix changelog page crash when GitHub release notes are unavailable (#2314)

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  Shpigford

  authored
  3cc88f3

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Commits on May 26, 2025

• Remove trend initialization from Series model to streamline value calculations.

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  Shpigford

  committed
  6dae236

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Commits on May 6, 2025

• Match Plaid holding values on current day (#2212)

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  zachgoll

  authored
  2000f05

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Commits on May 1, 2025

• New onboarding, trials, Stripe integration (#2185)

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  zachgoll

  authored
  a51c4d2

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Commits on Apr 30, 2025

• Pre-launch design sync with Figma spec (#2154)

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  zachgoll

  authored
  90a9546

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Commits on Apr 18, 2025

• Transaction rules engine V1 (#1900)

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  zachgoll

  authored
  297a695

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

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  zachgoll

  authored
  c88fe2e

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• Feature: Implement Mobile Responsiveness (#2092)

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  neo773

  and

  Shpigford

  authored
  65e1bc6

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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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• loan: Set the first valuation as the original principal. (#2088)

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  Joelute

  authored
  f181ba9

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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 17, 2025

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

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  zachgoll

  authored
  f65b93a

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Commits on Feb 28, 2025

• Show UI warning to user when they need provider data but have not setup Synth yet (#1926)

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  zachgoll

  authored
  fa02480

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• fix: Don't show Billings on settings navbar when self-hosted (#1912)

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  tonyvince

  authored
  624faa1

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Commits on Feb 25, 2025

• Add breadcrumbs support across application (#1897)

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  Shpigford

  authored
  a487481

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Commits on Feb 21, 2025

• New Design System + Codebase Refresh (#1823)

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  zachgoll

  authored
  d75be22

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Commits on Feb 17, 2025

• fix: Transfers should always total to zero (#1859)

  tonyvince

  authored
  f35b70e

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Commits on Feb 1, 2025

• Improve speed of transactions page (#1752)

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  zachgoll

  authored
  2c2b600

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Commits on Jan 30, 2025

• Preserve transaction filters and transaction focus across page visits (#1733)

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  zachgoll

  authored
  282c053

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Commits on Jan 27, 2025

• Added Decimal Support in min transaction (#1681)

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  Harry-kp

  authored
  eabfb7a

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Commits on Jan 7, 2025

• Transfer and Payment auto-matching, model and UI improvements (#1585)

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  zachgoll

  authored
  307a368

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Commits on Dec 30, 2024

• fix: Bug creating duplicate category leads to crash screen (#1577)

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  tonyvince

  and

  Tony Vincent Yesudas

  authored
  b0d9891

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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 Dec 12, 2024

• Plaid sync tests and multi-currency investment support (#1531)

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  zachgoll

  authored
  800eb4c

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Commits on Dec 10, 2024

• Plaid portfolio sync algorithm and calculation improvements (#1526)

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  zachgoll

  authored
  49c353e

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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 6, 2024

• Show onboarding unless invitation present

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  zachgoll

  committed
  455257b

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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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