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Budgeteer
Changelog

What's new in Budgeteer

Product updates from the first transaction tables to imports, saving goals, wealth tracking and monthly summaries.

v1.5.0

NewImproved

Real estate and mortgages

Wealth tracking now includes the home you own and the loan you're paying off, so your net worth reflects your real equity.

  • Track properties with an opening value and monthly appreciation rate.
  • Add fixed-rate mortgages with a full amortization schedule, interest paid and remaining balance.
  • Include property equity in wealth snapshots, with an optional override per snapshot.
  • Refreshed the app interface and expanded budgeting workflows.

v1.4.0

NewFixed

Bank import and monthly summaries

Import bank statements without handing over your credentials, and get a recap when a period closes.

  • Review-first KBC CSV import with duplicate detection before anything is saved.
  • Opt-in summary emails when a new budgeting period closes the previous one.
  • Summaries include a cash-flow breakdown and your peak expense day.
  • Fixed boundaries between overlapping budgeting periods.

v1.3.0

New

Top-up income

Extra income can now increase the budget for the period where the money arrived.

  • Mark income as a top-up so side jobs, paybacks or sales raise the active budget.
  • The effective budget is shown and used everywhere remaining budget is calculated.

v1.2.0

New

Saving goals linked to real transactions

Saving goals became part of the transaction workflow instead of a separate tracker.

  • Added saving goal tables and full CRUD flows.
  • Added the ability to link saving transactions to goals.
  • Kept goal progress tied to money you already logged.

v1.1.0

NewImproved

Wealth exports and fixed-cost charts

The wealth area gained export options while recurring costs became easier to scan.

  • Added CSV export for wealth and capital tracking data.
  • Added fixed-cost charts for recurring expenses.
  • Improved pagination for large data tables.

v1.0.0

NewFixed

Capital tracking foundation

Budgeteer added the first version of long-term wealth tracking next to day-to-day budgets.

  • Added capital categories and capital tracking flows.
  • Expanded full data export to include capital tracking data.
  • Made capital tracking descriptions optional where a note adds no value.

v0.7.0

NewImproved

Full data export

Accounts gained a portable JSON export for budgets, transactions and related data.

  • Added full data export functionality.
  • Added sorting to the fixed expenses table.
  • Kept recurring expense order stable after edits.

v0.6.0

New

Budgeteer on the web

The public website launched with product pages, favicons and the Budgeteer logo.

  • Added the public SaaS website.
  • Added favicons and the Budgeteer logo.
  • Prepared the website for Vercel hosting.

v0.5.0

ImprovedFixed

Tables, charts and mobile polish

Daily budgeting became easier to use on phones and clearer in charts.

  • Added a list view for categories and the remaining budgeting period CRUD flows.
  • Added clickable stats and chart interactions.
  • Improved mobile layouts, header scrolling and transaction description sizing.

v0.4.0

ImprovedFixed

Production hardening

Deployment, auth and budget calculations received the fixes needed for regular use.

  • Added production deployment setup and website hosting configuration.
  • Fixed auth refresh logic.
  • Fixed fixed expense amounts and variable cost budget totals.

v0.3.0

NewImproved

Accounts and sign-in

Budgeteer added account creation through Discord plus a local auth path for development.

  • Added Discord authentication with account creation on first sign-in.
  • Added basic local auth support.
  • Added seed data and a local test user.

v0.2.0

NewFixed

Budgeting periods, fixed costs and charts

The first budget workflow landed with payday periods, recurring costs and visual reports.

  • Added budgeting periods.
  • Added the fixed costs manager.
  • Added charts and graphs for budget progress and spending.

v0.1.0

New

Transactions and categories

The app started with the core data model for transactions and categories.

  • Added database models and API endpoints for transactions and categories.
  • Added the first frontend screens for categories and transactions.
  • Set up the dark app theme that Budgeteer still uses.

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