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Changelog

v0.7.0 - November 2025

New:

  • Time as first-class grouping - Group by Year/Month/Day alongside Merchant/Category/Account
  • Day granularity - New granularity level for daily spending analysis
  • Time toggle with 't' key - Cycle through Year/Month/Day granularities
  • Multi-account support - Manage multiple Monarch, YNAB, and Amazon accounts from single interface
  • Account selector - Choose accounts on startup with keyboard navigation (↑/↓, Enter, j/k)
  • Profile-local categories - Each account maintains its own category structure (no conflicts)
  • Amazon category inheritance - Auto-inherits categories from Monarch/YNAB if only one profile exists
  • YNAB: Batch payee updates - Rename merchant once instead of updating each transaction (100x faster)
  • YNAB: Support for non-USD currencies - Display currency symbol from YNAB budget settings
  • Currency symbol in column header (no longer in each amount)
  • Amazon mode integrates with account selector (appears alongside Monarch/YNAB)

Fixed:

  • 'g' key now returns to aggregate view from top-level detail view
  • Breadcrumb dimensions now display in drill-down order
  • Sort by amount (descending) when drilling into time periods
  • Arrow key bindings now work correctly in account/backend selectors (priority over scroll)
  • Test suite no longer clobbers production config.yaml

v0.6.0 - October 2025

New:

  • YNAB support - Full integration with You Need A Budget
  • --config-dir option for custom configuration directory
  • Nix flake for reproducible builds
  • Green styling for credits/refunds
  • Right-justified dollar amounts

Fixed:

  • Crash when quitting during credential screen
  • Empty account (0 transactions) load error
  • Log path in error messages when using --config-dir

v0.5.3 - October 2025

New:

  • Duplicates screen deletes immediately from backend with real-time table updates
  • Progress notifications for batch delete operations

Fixed:

  • Cache now updates after deletions (prevents deleted transactions from reappearing)
  • Multi-select 3x faster on large views (8,000+ transactions)
  • Log files no longer expose transaction data

Upgrade: pip install --upgrade moneyflow or uvx moneyflow@latest