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🎛️ v1.4.9 — Include, Exclude, Everywhere

One toggle across every filter. Every multi-select filter — categories, accounts, payees, tags — now has an Include / Exclude toggle. Build precise views in seconds, and save them as presets that remember the mode.

🎯 Include / Exclude filters

  • Everywhere you filter. Categories, accounts, payees, and tags all share the same Include / Exclude pill — on desktop and mobile, analytics and the transactions page.
  • Flip the meaning, keep the selection. Toggle Include → Exclude and your selected items stay put — only the meaning flips. Exclude a couple of accounts with two clicks instead of deselecting everything else.
  • Unified tag filter. The tag filter now uses the same drawer as categories, accounts, and payees — checkboxes, search, colored stripes.

🔖 Smarter presets

  • Presets remember the mode. Saving a preset captures each filter's Include / Exclude state, not just the list of ids. Load a preset and get back exactly what you saved.
  • Clearer save/update dialogs. The summary now reads "Excluding 3 selected" vs "3 selected" so you can see at a glance what you're about to save.
  • Works on both sides. Analytics presets and transaction presets share the same behavior. Existing presets still work — they just behave as Include, same as before.

📊 Analytics

  • Income vs Expense follows your budget order. Groups and categories in the table now match the order you set in the budget — not amount-sorted. Empty groups still appear (with dashes), and hidden categories land in their own group at the bottom. CSV export follows the same order.
  • Closed accounts are back in the pickers. If you want to see history for accounts you've since closed, they're available in the filter again — with a (B) / (T) suffix so you can tell budget from tracking at a glance.
  • Category dots, tag stripes. Filter pickers now show category colored dots and tag colored stripes consistently on every surface — one visual language across the app.

🧾 Transactions

  • Closed accounts labeled. Closed accounts in the filter and the side panel now carry a (B) / (T) / (L) suffix so you can spot which is which.
  • Clearing a note now actually clears it. Editing a transaction and emptying the note field used to silently keep the old note. Fixed.

🛠️Under the hood

  • More reliable background jobs. Bank sync and recurring templates now run on a proper queue, with better retry and dedup behavior — fewer stuck or missed runs.
  • Better recovery from stale app bundles. If your installed PWA is running an old build, the app now recovers cleanly instead of showing cryptic errors.

📚 Help center

  • Updated Analytics, Transactions, and Tags articles to cover the new Include / Exclude toggle and how presets now remember the mode.