Release Changelog¶

0.6.6 (2024-02-10)¶

Improve tables (make it sortable)
Show tabulated value on allocation page
Show invested value on goals page
Bug fixes

0.6.5 (2024-02-02)¶

Add Liabilities > Credit Card page
Support password protected XLSX file
Allow user to configure timezone
Bug fixes

0.6.4 (2024-01-22)¶

Add checking accounts balance to dashboard
Improve template management UI
Improve spinner and page transition
Bug fixes

0.6.3 (2024-01-13)¶

Introduce Sheets: A notepad calculator with access to your ledger
Remove flat option from cashflow > yearly page
Dockerimage now installs paisa to /usr/bin
Improve legends rendering on all pages
Allow user to cancel pdf password prompt
Add new warning for missing assets accounts from allocation target
Support hledger's balance assertion
Bug fixes

0.6.2 (2023-12-23)¶

New logo
Allow goals to be reordered
Show goals on the dashboard page
Bug fixes

0.6.1 (2023-12-16)¶

Add new price provider: Alpha Vantage
Make first day of the week configurable
Support ledger strict mode
Add user login support, go to User Accounts section in configuration page to enable it
Show notes associated with a transaction/posting
Bug fixes

0.6.0 (2023-12-09)¶

Add individual account balance on goals page
Add keyboard shortcuts to format/save file on editor page
Add ability to search posting/transaction by note
Add option to reverse the order of generated transactions on import page
Add option to clear price cache
Bug fixes

0.5.9 (2023-11-26)¶

Improve postings page
Add income statement page (Cash Flow > Income Statement)
Bug fixes

0.5.8 (2023-11-18)¶

Add ability to specify rate, target date or monthly contribution to savings goal
Improve price page
Bug fixes

0.5.7 (2023-11-11)¶

Add goals
Remove retirement page (available under goals)
Bug fixes

Breaking Changes ¶

Retirement page has been moved under goals. If you have used retirement, you need to setup a new retirement goal

0.5.6 (2023-11-04)¶

Add support for Income:CapitalGains
Add option to control display precision
Add new price provider for gold and silver (IBJA India)
Add option to disable budget rollover
Bug fixes

0.5.5 (2023-10-07)¶

Support account icon customization
Add beancount ledger client support

0.5.4 (2023-10-07)¶

Add calendar view to recurring page
Support recurring period configuration
Support European number format
Bug fixes

0.5.3 (2023-09-30)¶

Add Docker Image
Add Linux Application (deb package)
Move import templates to configuration file
Bug fixes

Breaking Changes ¶

User's custom import templates used to be stored in Database, which is a bad idea in hindsight. It's being moved to the configuration file. With this change, all the data in paisa.db would be transient and can be deleted and re created from the journal and configuration files without any data loss.

If you have custom template, take a backup before you upgrade and add it again via new version. If you have already upgraded, you can still get the data directly from the db file using the following query sqlite3 paisa.db "select * from templates";

0.5.2 (2023-09-22)¶

Add Desktop app
Support password protected PDF on import page
Bug fixes

Breaking Changes ¶

The structure of price code configuration has been updated to make it easier to add more price provider in the future. In addition to the code, the provider name also has to be added. Refer the config documentation for more details

     type: mutualfund
-    code: 122639
+    price:
+      provider: in-mfapi
+      code: 122639
     harvest: 365

0.5.0 (2023-09-16)¶

Add config page
Embed ledger binary inside paisa
Bug fixes

0.4.9 (2023-09-09)¶

Add search query support in transaction page
Spends at child accounts level would be included in the budget of parent account.
Fix the windows build, which was broken by the recent changes to ledger import
Bug fixes

0.4.8 (2023-09-01)¶

Add budget
Add hierarchial cash flow
Switch from float64 to decimal
Bug fixes

0.4.7 (2023-08-19)¶

Add dark mode
Add bulk transaction editor