Changelog

Every release, every feature, every fix.

v2.0April 14, 2026

V2 — The Big One

  • Transaction auto-categorization rules with priority ordering
  • Budget rollover — surplus and deficit carry across months
  • AI Financial Assistant powered by Claude with real data context
  • Credit score monitoring with gauge visualization and history
  • Real estate and vehicle manual asset valuation
  • Equity/RSU/ISO/ESPP tracking with vesting schedules
  • Enhanced goals with debt paydown, APR modeling, projected payoff
  • Plaid webhook support for real-time transaction sync
  • Saved reports with load/delete
  • Multi-user household sharing with partner invite
  • PWA support with mobile bottom navigation
  • Neon Postgres migration from SQLite for cloud-ready deployment
v1.5April 12, 2026

Learn Library & Dark Mode

  • 160+ original personal finance articles across 27 categories
  • Full-text search across all articles
  • Three-way dark mode toggle (light/system/dark) with no FOUC
  • Theme-aware Recharts via useChartTheme hook
  • AI assistant now references and links to Learn articles
v1.2April 11, 2026

Monarch Feature Parity

  • Cash Flow page with monthly income vs. spending chart
  • Reports page with top merchants, income sources, stacked category trends
  • Recurring transaction detection with cadence classification
  • Goals page with progress bars and color coding
  • Investments page with Plaid + crypto combined portfolio
  • Advice page with rules-based financial recommendations
v1.0April 10, 2026

Initial Release

  • Plaid bank sync with incremental transactions/sync
  • Dashboard with net worth, cash flow, spending by category
  • Transactions page with search, filter, inline recategorization
  • Monthly budgets per category with progress bars
  • Crypto tracking: manual holdings, DeBank, Coinbase, Kraken
  • Worth branding: splash screen, login, DM Serif Display + gold/green palette
  • Password-protected vault with bcrypt hashing