Customizable Dashboard with New Widgets and New Custom Account and Asset Types

New Features

Customizable Dashboard

The dashboard has been updated to allow you to customize it to your liking.
You can now add, remove, rearrange, resize, and configure widgets on the dashboard to create a personalized view of your financial data.

Metrics Widget

One of the new widgets is the Metrics widget, which allows you to display financial metrics of your choice on the dashboard.

You can calculate metrics based on things like transaction data, account or asset balances, goal progress, budget amounts, and more.

Custom Category Updates

There have been a few updates to the custom category system across transactions, accounts, and assets.

Custom Account Types

The existing account type system has been expanded to allow you to create your own custom account types.
These types can be used to categorize your accounts for dashboard widgets and classify them either as assets or liabilities.

Custom Asset Types

Previously, assets had no type system, so we have now added a custom asset type system with some new built-in types.

Custom Transaction Categories

The custom category system for transactions is largely the same, but now has a designation of income or expense for the category, which is used in several places such as the spending graphs and budgets breakdown.

Other Noteworthy Changes

Miscellaneous Small Features

Here are a few other small features that have been added to the app:

• You can now filter transactions by merchant name and amount range on the transactions page.
• Added account as a condition for the rules system, which allows you to create rules that only apply to transactions from specific accounts.

UI Tweaks

There have been a number of small UI tweaks across the app, most notably to some of the dashboard widgets, the trends page, and new fonts!

New Demo Site

A new "demo mode" has been added to the app, which has allowed me to create a new demo site with pre-populated data that anyone can log into and try out the app without needing to set up their own instance.

You can try it out at: https://demo.budgetboard.net

License Update

The license for the project has been updated from GPL-3.0 to AGPL-3.0, which is a more appropriate license for a web application that is often hosted as a service.

What's Changed

• disable latest tag by @teelur in https://github.com/teelur/budget-board/pull/814
• Add contributing by @teelur in https://github.com/teelur/budget-board/pull/820
• Small tweaks by @teelur in https://github.com/teelur/budget-board/pull/821
• Bump brace-expansion from 1.1.11 to 1.1.14 in /client by @dependabot[bot] in https://github.com/teelur/budget-board/pull/822
• Customizable dashboard by @teelur in https://github.com/teelur/budget-board/pull/823
• Fix widget skeletons by @teelur in https://github.com/teelur/budget-board/pull/827
• Dashboad tweaks by @teelur in https://github.com/teelur/budget-board/pull/828
• Catch sync exceptions by @teelur in https://github.com/teelur/budget-board/pull/835
• update deps and fix cves by @teelur in https://github.com/teelur/budget-board/pull/838
• Add merchant name and amount range to filters by @teelur in https://github.com/teelur/budget-board/pull/839
• Update category settings page by @teelur in https://github.com/teelur/budget-board/pull/840
• Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/812
• Add custom account types by @teelur in https://github.com/teelur/budget-board/pull/842
• Add account to edit panel by @teelur in https://github.com/teelur/budget-board/pull/843
• Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/841
• Update transaction categories by @teelur in https://github.com/teelur/budget-board/pull/848
• Forgot to push some stuff by @teelur in https://github.com/teelur/budget-board/pull/849
• Some sync fixes by @teelur in https://github.com/teelur/budget-board/pull/850
• Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/846
• Add account to rule by @teelur in https://github.com/teelur/budget-board/pull/852
• Fix loading screen overflow by @teelur in https://github.com/teelur/budget-board/pull/854
• Fix server timezone by @teelur in https://github.com/teelur/budget-board/pull/855
• Add types to assets by @teelur in https://github.com/teelur/budget-board/pull/856
• Handle mobile dashboard by @teelur in https://github.com/teelur/budget-board/pull/858
• Add new language support by @teelur in https://github.com/teelur/budget-board/pull/859
• Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/853
• Some style updates by @teelur in https://github.com/teelur/budget-board/pull/861
• Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/860
• Add a metrics widget by @teelur in https://github.com/teelur/budget-board/pull/864
• update metric card description by @teelur in https://github.com/teelur/budget-board/pull/865
• Add demo mode by @teelur in https://github.com/teelur/budget-board/pull/866
• Add Demo Service tests by @teelur in https://github.com/teelur/budget-board/pull/867
• Fix accordion by @teelur in https://github.com/teelur/budget-board/pull/868
• Translations update from Hosted Weblate by @weblate in https://github.com/teelur/budget-board/pull/862
• Fix demo mode by @teelur in https://github.com/teelur/budget-board/pull/870
• add ai disclosure document by @teelur in https://github.com/teelur/budget-board/pull/871

Full Changelog: https://github.com/teelur/budget-board/compare/v3.5.2...v3.6.0