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🛠️ v1.4.8 — Sync, Import & Safety Polish

A stability-focused release: bank sync connects more reliably, imports line up 1:1 with Actual and YNAB, and budget delete has been hardened.

🔗 Bank sync

  • Enable Banking auth is more reliable. Fixed a case where the session uid wasn't being extracted from the auth response, leaving connections in a stuck state. Re-authenticating now works end-to-end.
  • Faster Enable Banking linking. Dropped a redundant /accounts/{id}/details call during auth — fewer round-trips, fewer timeouts.
  • SimpleFin: already-linked accounts now surface clearly. If you try to re-claim a SimpleFin setup token, accounts already connected to another budget are shown up front instead of silently failing.

📥 Imports

  • Actual imports now match your source file 1:1. Account counts, category counts, and monthly assignments line up exactly with what Actual shows — no more off-by-one surprises in the summary step.
  • "Hold for Next Month" carries over from Actual. Actual's Hold feature maps cleanly onto ZeroSum's For Next Month system, mirroring the balance behavior you had before migrating.
  • YNAB import polish. Summary counts and assignment math tightened up to match the source export.

🛡️ Data safety

  • Hardened budget delete + import. Following a data-loss incident, delete confirmations are stricter, import rollbacks are cleaner, and the recovery path is documented for support. You'll notice a more explicit delete confirmation dialog.

📊 Analytics

  • Closed accounts are now excluded everywhere. Net worth, spending, income, and trend charts no longer pull from closed accounts — your analytics reflect only what's active.
  • Balance history chart cleanup. Loans are no longer mixed into the balance history chart (they have their own dedicated loan views).

📱 App reliability (PWA)

  • Stale bundles recover automatically. If the installed PWA is running an old build, ZeroSum now detects and refreshes it cleanly on next load instead of throwing cryptic errors.
  • Service worker no longer spams errors. Registration rejections in unsupported browsers are swallowed gracefully.