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🚀 v1.4.1 — Filter, Save, Repeat

Your transactions, your way. This release adds saveable filter presets so you never rebuild the same view twice, a cleaner toolbar across the app, and replaces the old YNAB CSV import with a direct API connection.

🔖 Transaction Filter Presets

  • Save any filter combination — create named presets from your current filters on All Transactions or single account pages
  • Favorites & search — star your most-used presets to pin them to the top, and find any preset instantly with the searchable combobox
  • Update in place — tweak filters and hit "Update Preset" to save changes without creating a new one
  • Active preset tracking — see which preset is loaded and whether you've drifted from the saved filters, with one-click deselect to clear

🎛️ Toolbar Redesign

  • Filters popover — inline filters replaced with a compact popover on desktop and a full drawer on mobile, across both transactions and analytics pages
  • Cleaner toolbar — just Add, Filters, Presets, and actions — no clutter
  • View options consolidated — Show Reconciled, Show Scheduled, and Running Balance toggles moved into the Filters panel
  • Better date inputs — From/To dates stacked vertically with a calendar popover on desktop and native date picker on mobile

📥 YNAB API Import

  • Direct API connection — connect to YNAB with a personal access token and pick your budget from a dropdown, or upload a pre-downloaded JSON file. No more CSV/ZIP wrangling.
  • Smart detection — all 13 YNAB account types recognized automatically, loan metadata pre-filled (interest rates, minimum payments, escrow), transfers paired by YNAB IDs
  • Simpler wizard — three steps: Connect → Budget Settings → Account Review → Import
  • Token stays in your browser — your YNAB API key is never sent to our servers