Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog,
and this project adheres to Semantic Versioning.

1.8.0 - 2026-01-28

• Added export and import buttons for backing up and restoring all local storage data (API key, excluded transactions, and category types).
• Added delete button to clear all local storage data with confirmation dialog.

1.7.0 - 2026-01-28

• Can identify which categories are needs, wants, and savings.

1.6.0 - 2026-01-25

• Updated on-screen number formatting to display - for zero or missing values instead of n/a.
• Updated clipboard copy functionality to use plain numbers (e.g. 1234.56) instead of currency-formatted values (e.g. £1,234.56), and to use 0 instead of - or n/a for missing values.

1.5.0 - 2026-01-25

• Removed categories from "Internal Master Category" and "Hidden Categories" groups from all displays and functionality.
• Automatically hide category groups that have no visible categories.

1.4.0 - 2026-01-25

• Added current balance column to the categories table showing the balance of each savings category.
• Updated copy to clipboard functionality to include current balance as a fifth column.

1.3.0 - 2026-01-24

• Combined monthly budget and average spending into a single table with grouped category headers.
• Users can exclude specific transactions from spending averages by date, amount, and category. Exclusions are stored in localStorage and immediately update all displayed averages.

1.2.0 - 2026-01-24

• Display average monthly spending per category over the selected time period in a dedicated table.

1.1.0 - 2026-01-24

• Can copy current YNAB budgets to clipboard in a format suitable for pasting into a spreadsheet.

1.0.0 - 2025-11-30

Added

• Display the current balance across all accounts.
• Allow user input of number of months into the future to project.
• Project balance at that date if average income and expenditure continue.
• Project balance if average income continues and spending exactly matches the budgeted spending.
• If current balance is positive and either number works out that expenditure is greater than income, display the date at which balance will reach zero/become negative.

0.3.0 - 2025-11-30

Added

• Display the average income and expenditure over a customisable number of months.

0.2.0 - 2025-11-30

Added

• Also display the monthly budget for category, or n/a if there isn't one.

0.1.0 - 2025-10-18

Added

• Lists the category names from a YNAB budget.