Budget Tracker v1.1.2 - Improved navigation and updated summary bar.

What's Changed

• [Feature] Improved Transaction Navigation & Updated Summary Bar With Yearly Values In Specific Views by @Feromond in #24

Full Changelog: v1.1.1...v1.1.2

The navigation has been improved with the addition of using the page-up & page-down keys to allow for skipping multiple transactions at a time. This has also been implemented in the category summary view, but there it works to allow skipping between months. This makes it a lot easier and a lot faster to jump between entries and data, rather than the previously much slower individual transaction jumps.

Support for using the control+up-arrow and control+down-arrow is now also added on the main transaction view to allow skipping from the very first to the very last transaction. This is a minor QoL update I wanted to add as I often find I am sometimes scrolling to view things and then want to get up to the most recent transaction quick. Rather than using the weird work around of filtering to get up, this is a super quick and easy solution.

Apart from those additions, I have also "fixed" the summary bar to make it actually show the total summary for the specific year in the monthly summary and category summary views. Since those views are already locked to show one year at a time, this change is pretty intuitive and makes the most sense here. The summary bar works just as it did before and can still be filtered, but it now has default behavior to show the current year in the view as the total rather than always just the grand total.

Some Screenshots of the updated summary bar

Bonus Screenshot of a windows cmd version of the app.

What's Changed

• Feat new categories and standardization & cleanup by @Feromond in #20

This update is not as major but includes a lot of general improvements for things. There are a couple of new categories added now that were requested.

Two new categories

Expense -> Shopping -> Beauty & Personal Care
Expense -> Personal & Other -> E-Transfer

I have also continued to standardize different things a bit more. The advanced filtering and filtering as a whole was improved to behave a bit more consistently and in a fashion that I think people would expect more. Before there were some quirks to it and how it operated, but now I think it should overall be pretty intuitive and a bit more enjoyable to use.

It now also has improved interaction with the inputs to make it faster and easier than ever to start filtering in more details.

Improvements were also made to the pasting of paths which contain quotes around them. To prevent those issues, quotes are now stripped. Even if they appear like they are there, they will strip when they are being saved. Otherwise, live stripping quotes does work when typing or updating a path, it just requires some update to trigger the visual.

Full Changelog: v1.1.0...v1.1.1

Budget tracker update 1.1.0 with new recurring transaction feature

I have added a new requested feature which is recurring transactions.

Transactions are created and edited as normal, but now with a new key ('r'), a user can select a transaction and swap to a recurring transaction settings mode. There they can set if a transaction is recurring (it will use the initial creation date of the transaction and go forwards from there), change the frequency of how often it occurs, and then also set an ending date as to when the recurring transactions should stop.

Editing and deleting these recurring transactions will jump the target to the original transaction. From there, it can be deleted or edited which will cascade through all the other generated transactions. Transactions WILL NOT generate past the end date, or past the current date when the user is on the app.

Besides the new addition of this major quality of life feature, there were a ton of back-end changes again. Lots of code was centralized and cleaned up. The reduction of repeated code is a major improvement as it reduces the code-base to make it easier for working with it, and it also allows for fixing of bugs in one place, rather than in many. I noticed that by cleaning things up more, I was able to fix many bugs that had come up due to individual implementations of things that were not needed.

Here are some screenshots of the updated application again:

Screenshot of some recurring transactions, indicating the initial source and then the other generated ones.

Screenshot of the recurring transaction menu to enable or make changes to recurring settings.

If you find any bugs or have some weird experience using this, please feel free to create an issue as it will help me and I will work to resolve all issues fast.

What's Changed

• [Feature] Added recurring transactions by @Feromond in #16

Full Changelog: v1.0.0...v1.1.0

Initial release of the Budget Tracker TUI!

This first version 1.0.0 does not mean I am finished or close to finished with this project. I am releasing this as the 1.0.0 version since it now checks off all the bare minimum features I initially wanted to add. I have also spent a lot of time on the previous version testing for stability issues and bugs. Now that all of those issues are resolved (as far as I am aware right now...), I am putting this out there since it can already be used and provide some value.

There are a lot of new additions here. Lots of the UI sections have been fully revamped and improved. The backend code is almost entirely re-done, in the sense that it's way more organized and easy to work with for future development (no more giant app and ui files). I also spent time improving the experience and making things feel more intuitive. I wanted to make certain actions feel clear and also make it easier to know what things are available. I think these improvements go a long way to make it less confusing to use, and also to improve the overall experience.

Future plans from here

There is a ton I am still looking forwards to working on for this. I have lots of ideas to improve and enhance the whole process.

One clear idea is to work on improving how data could be imported, meaning getting transaction information from other sources and transforming it to fit this app. This would be somewhat complex but could be a huge improvement for QOL. Even if that ends up being a separate tool to go alongside this for an initial data dump, it might be a good idea.

Trends are also something I want to consider. It would be nice to start looking to predict spending habits and learn from the users data locally. It would also be great to forecast and maybe even notify based on changes in behaviour.

Part of the reason the categories are still a fixed and built in setting (which I may work to change) is because I also plan to try and use them to setup values around them. An example of the end goal would be if a user spends a lot on fast food, it could be "worse" then spending on normal utilities lets say. These difference expenses and incomes can be worth different amounts of impact and that could be used to gather insight and so on.

I am including the binary for macOS (arm) and linux soon after. The windows exe will be here but there will be an installer that I recommend using from windows. I need to figure out how to make a proper installer on any os in general one day.

Now check out some new random screenshots of the UI updates:

What's Changed

• [Feature][Bug-fix] Improved date input handling by @Feromond in #6
• Refactoring App Module by @Feromond in #8
• Feat Refactored UI and modularized (also some bug fixes) by @Feromond in #9
• Revamp UI visuals by @Feromond in #11
• Extra cleanup bugfixes by @Feromond in #12

Full Changelog: v0.2.0...v1.0.0

Budget Tracker TUI V0.2.0

I have updated the application with a few new great updates.
The category view has been updated to significantly improve the usability with large amounts of data inputs, and also is far more organized. There is now a tree structure to break down different months and see the categories within them. It's a much cleaner look and will handle more data over time way better. There were a bunch of little fixes including the addition of filtering to impact the monthly summary view also. Lots of minor cleanup to reduce some redundancy and repeated code.

The second larger feature is now the advanced filter. With this, it's possible to filter by any part of the data available to restrict how the different views will render now. This makes it great for looking into specific areas when navigating and gaining insight from the data.

There are more features planned still, but one of the most important next steps will be to eventually clean up and organize the code to break apart the largest parts. The UI and app files are huge and need to be split into their own sub-parts for the different components within.

This new release is now a pretty stable and useful version. I feel I am close to the initial 1.0.0 release, but I want to include a few more important features before we get there. After that, I will continue to add more features and improvements, but I will at least be able to consider the app a MVP for a functional tool that can support and help budgeting and tracking income / expenses.

What's Changed

• Updating category summary with tree view by @Feromond in #3
• Feat Adding advanced filtering by @Feromond in #5

New Contributors

• @Feromond made their first contribution in #3

Full Changelog: v0.1.3...v0.2.0

Budget Tracker TUI v0.1.3 - Bug Fixes and cleanup

I decided to make another quick release as I have fixed a number if pretty major bugs and then also cleaned up and improved a lot of the error handling again. There were issues I introduced before with capitalizing descriptions, and then also with the file path in the options menu. I have adjusted the logic of the save location in the options so that if a file already exists that the user is pointing to in that option, it will not overwrite it but instead start to use that data and read it in. Only if a file doesn't exist or is being created new on purpose will it clone the existing values in memory, or just create a new empty file.

Still lots to clean up and improve but now this should be functional enough. I am testing what it is like to set a file path to something on iCloud or drive or any cloud file provider. This may enable some degree of collaboration, but also then allow users to access their data and use the app no matter which machine they are on still too. It's not a native build for that but of course if this work around is functional It could be great.

Full Changelog: v0.1.2...v0.1.3

Budget Tracker TUI v0.1.2 - Initial MVP release

This contains a bunch of bug fixes that made certain features impossible to use. I fixed the settings input to the new path to allow for pasting, easy clearing, and I fixed an issue with typing the letter 'r' as that can exist in the actual path so it should not be the reset. Also added the ability to scroll through items in the edit / create transaction instead of it breaking. Error handling was also improved in many areas. There was some other small cleanup steps too but otherwise this just brings it to a more stable version.

This will be the first "release" as at this point the application is working stable enough to be properly used. New features will be coming but it's at the MVP level where it can accomplish the basic goal of what is is built for.

I will be working on future versions to add in new things like actually setting a budget target and more visuals. I want to increase the visualization and trending, as well as improving on existing features. Everything will continue to develop to improve QOL and to provide more utility as I use it.

Full Changelog: v0.1.1...v0.1.2

I added the ability to change the default file path location now to enable storing the transaction csv in a custom area. I also added some better file reading deserializing to handle when people manually edit or add transactions in excel and the date format breaks. Now that should be fine.

quickly just updated file here to include newer categories.

Full Changelog: v0.1.0...v0.1.1

This is just the initial build of the app for now. Just creating this incase anyone wants to directly download and try it, but there will be a ton of updates to likely come and change things.

Full Changelog: https://github.com/Feromond/budget_tracker_tui/commits/v0.1.0