MaysWind
ceecff8c24
add refresh button in reconciliation statement dialog
2025-07-30 22:27:58 +08:00
MaysWind
f32cc4ab04
fix the filter could not be saved after the filtered accounts, categories and transaction tags were deleted ( #185 )
2025-07-30 21:12:15 +08:00
MaysWind
8fa46281e0
update closing balance in reconciliation statement page / dialog
2025-07-30 00:56:55 +08:00
MaysWind
f7bc4b3ab6
modify style
2025-07-30 00:56:34 +08:00
MaysWind
ad4f5bd88d
support duplicating / modifying / deleting transaction in reconciliation statement page
2025-07-29 00:58:15 +08:00
MaysWind
e4cb66718d
reload reconciliation statement after adding new transaction
2025-07-29 00:16:37 +08:00
MaysWind
175b272fa0
disable the view button of the balance modification transaction
2025-07-29 00:03:45 +08:00
MaysWind
ca0fb9446b
total inflows and outflows in reconciliation statement includes the amount of the balance modification transaction
2025-07-29 00:01:38 +08:00
MaysWind
6eb749dca2
move file
2025-07-28 23:20:45 +08:00
MaysWind
d146a99c65
modify style
2025-07-28 22:49:15 +08:00
MaysWind
fd99c784b3
modify style
2025-07-28 22:00:26 +08:00
MaysWind
22f9c5243a
add reconciliation statement page for mobile version
2025-07-28 00:37:51 +08:00
MaysWind
713b621169
update category display name for balance modification transaction
2025-07-27 21:35:16 +08:00
MaysWind
80df5f95aa
fix typo
2025-07-27 17:07:04 +08:00
MaysWind
1e492d8724
code refactor
2025-07-27 16:59:31 +08:00
MaysWind
602f15fe2e
export reconciliation statements
2025-07-26 00:58:38 +08:00
MaysWind
6050f5deab
add / view transaction in reconciliation statement dialog
2025-07-23 00:47:22 +08:00
MaysWind
5d07d1a70d
modify style
2025-07-23 00:09:15 +08:00
MaysWind
bae330c6f3
modify text
2025-07-23 00:02:34 +08:00
MaysWind
ea17994c6c
show opening / closing balance in reconciliation statement dialog
2025-07-22 01:04:29 +08:00
MaysWind
c3d29ee2f8
modify text
2025-07-21 00:53:39 +08:00
MaysWind
515b9af61a
add reconciliation statement in desktop version
2025-07-21 00:40:02 +08:00
MaysWind
4ba3893b83
remove unused code
2025-07-21 00:39:54 +08:00
MaysWind
8da4f65048
load / save rules for batch replacing transaction categories / accounts / tags when import transactions
2025-07-20 01:51:20 +08:00
MaysWind
428bcba56e
code refactor
2025-07-19 23:27:32 +08:00
MaysWind
01aa2cf0a4
filter transaction description keywords in statistics & analysis page
2025-07-08 00:31:50 +08:00
MaysWind
5c9eb5dc5a
modify style
2025-07-07 23:30:11 +08:00
MaysWind
b05a53ffe3
reduce the number of skeleton rows when loading in transaction list page
2025-07-07 22:58:41 +08:00
MaysWind
0387551c43
change mcp token icon
2025-07-07 22:47:16 +08:00
MaysWind
07477eb5f8
hide generate mcp token when mcp is not enabled
2025-07-07 22:28:00 +08:00
MaysWind
0140fc7622
add a special token type for MCP
2025-07-07 01:20:38 +08:00
MaysWind
2e1a9362fc
export transaction data based on the conditions on the transaction list page ( #55 )
2025-07-01 00:01:29 +08:00
MaysWind
e13efdc11f
add sub category name in title
2025-06-30 21:53:36 +08:00
MaysWind
303f599f7d
only show version dialog when frontend and backend version are not the same
2025-06-30 21:49:24 +08:00
MaysWind
96b7c69283
add refresh browser cache when client version not match server version
2025-06-30 00:39:28 +08:00
MaysWind
801c0f8572
total amount on the account list page supports excluding specified accounts ( #161 )
2025-06-29 22:27:34 +08:00
MaysWind
90e862fbb1
sync application settings
2025-06-29 20:25:21 +08:00
MaysWind
3621245212
save / load column mapping file for delimiter-separated values (dsv) file
2025-06-22 22:49:06 +08:00
MaysWind
dfa573b49b
code refactor
2025-06-22 22:27:45 +08:00
MaysWind
481618037d
change the text of the unset start and end time in scheduled transaction
2025-06-22 18:07:11 +08:00
MaysWind
fe7736a7f6
export statistics data to markdown file
2025-06-15 23:33:57 +08:00
MaysWind
9090c5c223
set geo location data order when import transaction
2025-06-15 22:59:21 +08:00
MaysWind
4336d1ed1a
export statistics & analysis data in desktop version
2025-06-15 21:50:31 +08:00
MaysWind
39e81af782
code refactor
2025-06-15 20:42:15 +08:00
Sebastian Reategui
e09c62cf8d
add missing fiscal year start parameter for src/lib/datetime.ts:getFullMonthDateRange()
2025-06-10 08:38:51 +08:00
MaysWind
4111eb0838
code refactor
2025-06-09 23:50:30 +08:00
MaysWind
f905dcb3fd
improve compatibility
2025-06-08 02:47:30 +08:00
MaysWind
ce4bca8272
code refactor
2025-06-08 02:47:00 +08:00
Sebastian Reategui
b94dc8eb83
Feature - Add support for a fiscal year period defined in user settings.
...
* Add "This fiscal year", "Last fiscal year" as date range options in Transaction Details to filter transactions to those periods
* Add fiscal year ranges to Statistics & Trend Analysis
* Add "fiscal year start date" to user profile settings, allowing the user to select any date of the calendar year as the start of the fiscal year
* Add "fiscal year format" to user profile settings, allowing the user to specify how financial year date labels should appear
Implementation notes:
* The default fiscal year start is January 1 and the default fiscal year display format is "FY 2025"
* Fiscal year start date (month number & day number) are stored together in db as a uint16, high byte & low byte respectively
* February 29 is disallowed as a fiscal year start date, since it is never used as a convention in any country
* Jest is added to the project as a dev dependency, for unit tests in frontend
Signed-off-by: Sebastian Reategui <seb.reategui@gmail.com >
2025-06-07 22:04:47 +08:00
MaysWind
70eea8ff33
show total balance of parent account in mobile version ( #149 )
2025-06-07 14:11:55 +08:00