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🚀 v1.3.4 — Auto-Budget Preview, Bulk Actions & Mobile Toolbar

🔮 Auto-Budget Preview

  • See before you apply — a preview dialog shows every category that will change, with current → new amounts and color-coded deltas
  • Summary bar — total increases, decreases, and net impact at a glance
  • Scoped to selection — select specific categories first, and auto-budget only touches those
  • Multiple strategies — Underbudgeted Goals, Budgeted Last Month, Spent Last Month, Average Spent, Cover Overspending, Reduce Overbudgeted, and more

⚡ Bulk Transaction Actions

  • Pending transactions — select multiple imported transactions and bulk Set Category (C), Set Payee (P), Set Note (N), Clear/Unclear (L), Approve (A), or Reject (R)
  • Normal transactions — bulk Delete, Duplicate, Move to Account, Categorize, Set Note, and Set Cleared
  • Keyboard shortcuts — every bulk action has a single-key shortcut for speed

📱 Mobile Budget Toolbar

  • Compact toolbar — group creation, expand/collapse all, budget filters, month summary, auto-budget, and progress display toggle all in one sticky header
  • Auto-budget on mobile — same preview and strategy selection, optimized for smaller screens

🔄 Other Changes

  • Upcoming transactions card — overview dashboard shows scheduled and recurring transactions with date, payee, amount, and days-away count
  • Bank sync help article — new documentation covering sync providers, approval workflow, bulk editing, and troubleshooting