This release includes 1 breaking change for platform teams planning a safe upgrade.
✓ No known CVEs patched in this version
Topics
+13 more
ReleasePort's take
Light signalInsights Explorer now groups amounts by the default currency for axes/categories/series; existing configurations may need migration adjustments.
Why it matters: Patch to v1.5.0 immediately if you rely on prior grouping behavior; otherwise treat as FYI.
Summary
AI summaryAmounts are now grouped using the default currency for specific axes/categories or series in Insights Explorer, requiring migration adjustments.
Changes in this release
| Type | Severity | Summary | CVE |
|---|---|---|---|
| Breaking | Medium |
Amounts grouped using default currency in insights explorer. Amounts grouped using default currency in insights explorer. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Feature | Medium |
Support batch edit/delete transactions in insights explorer. Support batch edit/delete transactions in insights explorer. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Add treemap, sunburst, heatmap, calendar heatmap charts in insights explorer. Add treemap, sunburst, heatmap, calendar heatmap charts in insights explorer. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Display year-over-year and period-over-period growth rates in insights explorer. Display year-over-year and period-over-period growth rates in insights explorer. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Display growth rates in account balance trends chart on desktop version. Display growth rates in account balance trends chart on desktop version. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Add transaction gallery mode in transaction list page. Add transaction gallery mode in transaction list page. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Support setting last reconciled time for account. Support setting last reconciled time for account. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Support daily and yearly intervals for scheduled transactions. Support daily and yearly intervals for scheduled transactions. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Support filtering by time zone minute offset, day of week, day of month, month of year, transaction hour in insights explorer. Support filtering by time zone minute offset, day of week, day of month, month of year, transaction hour in insights explorer. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Support credit card billing cycles as time granularity in account balance trend chart. Support credit card billing cycles as time granularity in account balance trend chart. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Support setting last 1-3 days of month for scheduled transaction frequency. Support setting last 1-3 days of month for scheduled transaction frequency. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Feature | Medium |
Support 'Not in' options for filters in insights explorer. Support 'Not in' options for filters in insights explorer. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Feature | Medium |
Add multiple value metrics to insights explorer. Add multiple value metrics to insights explorer. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Feature | Medium |
Add National Bank of Kazakhstan exchange rates data source. Add National Bank of Kazakhstan exchange rates data source. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Feature | Medium |
Add "Not in" options for transaction type, category, and account filters in insights explorer Add "Not in" options for transaction type, category, and account filters in insights explorer Source: granite4.1:30b@2026-05-22-audit Confidence: low |
— |
| Feature | Medium |
Add multiple value metrics (active transaction days, transactions per active day, total income, total expense, net income, expense/income ratio, savings rate, Q1/Q3 amount, 10th/95th/99th percentile amount, mean absolute deviation, median absolute deviation, maximum amount share, top 5 amount sum, top 5 amount share, transactions for 80 % of amount, skewness, kurtosis) to value metric in insights explorer Add multiple value metrics (active transaction days, transactions per active day, total income, total expense, net income, expense/income ratio, savings rate, Q1/Q3 amount, 10th/95th/99th percentile amount, mean absolute deviation, median absolute deviation, maximum amount share, top 5 amount sum, top 5 amount share, transactions for 80 % of amount, skewness, kurtosis) to value metric in insights explorer Source: granite4.1:30b@2026-05-22-audit Confidence: low |
— |
| Performance | Medium |
Improve action button rendering performance on desktop version. Improve action button rendering performance on desktop version. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Bugfix | Medium |
Fix transfer in transactions not included when exporting under some conditions. Fix transfer in transactions not included when exporting under some conditions. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Bugfix | Medium |
Fix page navigation issues with page numbers above 1000. Fix page navigation issues with page numbers above 1000. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Bugfix | Medium |
Fix incorrect calculations of median and quartiles in some cases. Fix incorrect calculations of median and quartiles in some cases. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Bugfix | Medium |
Fix incorrect top 5 amount share calculation in insights explorer. Fix incorrect top 5 amount share calculation in insights explorer. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Bugfix | Medium |
Fix inability to switch between hours, minutes, seconds by pressing tab. Fix inability to switch between hours, minutes, seconds by pressing tab. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Bugfix | Medium |
Fix amounts not formatted using account currency on some pages. Fix amounts not formatted using account currency on some pages. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Bugfix | Medium |
Fix inability to change explorer display order with fewer than two items visible. Fix inability to change explorer display order with fewer than two items visible. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Refactor | Medium |
Upgrade Golang to 1.26.2. Upgrade Golang to 1.26.2. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Refactor | Medium |
Upgrade Node.js to 24.15.0. Upgrade Node.js to 24.15.0. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Refactor | Medium |
Upgrade Alpine base image to 3.23.4. Upgrade Alpine base image to 3.23.4. Source: llm_adapter@2026-05-21 Confidence: high |
— |
| Other | Medium |
Improved German translation. Improved German translation. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Other | Medium |
Improved Spanish translation. Improved Spanish translation. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Other | Medium |
Support filtering transaction description using regular expressions. Support filtering transaction description using regular expressions. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Other | Medium |
Add amount range to axis/category/series in insights explorer. Add amount range to axis/category/series in insights explorer. Source: llm_adapter@2026-05-21 Confidence: low |
— |
| Other | Medium |
Configure default behavior of reconciliation statement button and time range. Configure default behavior of reconciliation statement button and time range. Source: llm_adapter@2026-05-21 Confidence: low |
— |
Full changelog
-
[Breaking]
- Amounts are grouped using the default currency when axis/category or series is set to amount or transfer in amount in insights explorer
-
[Features]
- Support batch edit / delete transactions in insights explorer
- Add treemap / sunburst / heatmap / calendar heatmap charts in insights explorer
- Display year-over-year and period-over-period growth rates in insights explorer
- Display year-over-year and period-over-period growth rates in account balance trends chart in account reconciliation statements on desktop version
- Add transaction gallery mode in transaction list page
- Support setting last reconciled time for account
- Support daily and yearly intervals for scheduled transactions
- Support filtering transactions by time zone minute offset, day of week, day of month, month of year and transaction hour of day in insights explorer
- Add National Bank of Kazakhstan exchange rates data source (#564, #565, thanks @vigdail)
-
[Enhancements]
- Improved German translation (#540, thanks @1270o1)
- Improved Spanish translation (#562, thanks @abrugues)
- Support credit card billing cycles as a time granularity option in the account balance trend chart on the account reconciliation statements page
- Support filtering transaction description using regular expressions in insights explorer
- Support "Not in" options for transaction type, transaction category and account filters in insights explorer
- Add amount range to axis / category / series in insights explorer
- Add active transaction days, transactions per active day, total income, total expense, net income, expense / income ratio, savings rate, Q1/Q3 amount, 10th/95th/99th percentile amount, mean absolute deviation, median absolute deviation, maximum amount share, top 5 amount sum, top 5 amount share, transactions for 80% of amount, skewness and kurtosis to value metric in insights explorer
- Support setting the last 1 to 3 days of the month to scheduled transaction frequency
- Support configuring the default behavior of the reconciliation statement button and the default time range for the reconciliation statement page
- Improve action button rendering performance on desktop version (#547)
- Scroll page to bottom automatically when creating a new tag
- Other user interface optimization
-
[Development]
- Upgrade Golang to 1.26.2
- Upgrade Node.js to 24.15.0
- Upgrade Alpine base image to 3.23.4
- Replace Jest with Vitest
-
[Bug Fixes]
- Fix the transfer in transactions are not included when exporting transactions under some conditions (#550)
- Fix cannot switch between hours, minutes and seconds by pressing the tab (#554)
- Fix the page navigation did not work correctly when clicking page numbers above 1000
- Fix incorrect calculations of median and quartiles in some cases
- Fix amounts on some pages were not formatted using the account currency
- Fix incorrect top 5 amount share calculation in insights explorer
- Fix cannot change explorer display order when fewer than two items are visible on the insights explorer page
- Check whether every transactions are editable when moving all transactions in an account
Breaking Changes
- Amounts are grouped using the default currency when axis, category, or series is set to amount or transfer in insights explorer
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A lightweight, self-hosted personal finance app with a user-friendly interface and powerful bookkeeping features.
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