Changelog

Budgero v1.20.0: Match imports to your own entries, labels from rules and more

Hi everyone, Budgero v1.20.0 is out.

New

  • Match imports to transactions you entered: statement imports (CSV, PDF, OFX/QFX, QIF, CAMT) now find a transaction you typed in yourself even when the bank books it a few days later or for a slightly different amount, using the range in Settings → Duplicate transactions (1% and ±7 days by default). Choose Match to keep your transaction, with its category, memo, payee and splits, and mark it cleared. When only one entry fits, the row starts on Match.
  • Set labels with rules: rules have a new Set label action, or Clear label to remove one. It works for every rule type, including autofill rules that fill in the label while you add a transaction, and a rule run can be undone.
  • Label several transactions at once: select transactions and choose Set Label in the edit menu to label them all, or clear their labels, in one step you can undo.

Improved

  • Bank sync and the Push API use the same matching: SimpleFIN and Enable Banking use the same amount and date range to find entries you already typed in. A Push API transaction that looks like one of yours now waits in the account's review list instead of being added twice.
  • Quick answers in emails (Cloud): the day-two and trial-ending emails let you answer with one tap, with an optional note.
  • Sign-in hardening: the server refuses oversized sign-in tokens before reading them. Self-host is protected too.

Fixed

  • Undoing an edit of an imported transaction could fail with an error, and deleting one could leave its import record behind.
  • The account balance and register now update as soon as a file import finishes.
  • A device that reconnected after being offline could stay behind, and the "Finishing initial sync" message could stay on screen.
  • The Imports page lists the supported file formats again.

Please update Budgero on all your devices: an older version pauses sync until it's updated when a label is set by a rule or on several transactions at once.

Thanks for all the feedback, and happy budgeting!

Shipped Features