v0.5.0

Breaking changes

We are now using Sidekiq + Redis for background jobs. To update your self hosted instance, you will need to follow the upgrade guide outlined here:

#2004

Dark mode + AI Chat is here!

We've got some huge updates for this release:

• Add your OpenAI API key to enable contextually aware AI chats. Please read AI and your financial data to learn more about this feature and how we're handling data between your finances and OpenAI (it's 100% optional and disabled by default!)
• Set dark mode in your user preferences to enable our newest theme below:

What's Changed

• fix: Bug - Transaction matching dialog doesn't open by @tonyvince in #1942
• Fix time period key conflicts by @zachgoll in #1944
• Allow CSV imports to be configured with single or multi-account mode by @zachgoll in #1943
• Fix modal closing on color picker drag #1869 by @bryanmck1 in #1931
• Account-level import configuration templates by @zachgoll in #1946
• Fix ticker filling when Synth is connected by @zachgoll in #1950
• Fix: Purge stale holdings from accounts during sync by @zachgoll in #1954
• Add tagged logging to sync process by @zachgoll in #1956
• Preference to set default_period by @nikhilbadyal in #1941
• Populate holdings for "offline" securities properly by @zachgoll in #1958
• Format money for trade history in holdings drawer by @zachgoll in #1961
• Fetch exchange rates for accounts that require conversion for net worth rollups by @zachgoll in #1983
• Fix incorrect totals calculation when family has loan payments by @zachgoll in #1984
• Fix transaction filters when transfers are present by @zachgoll in #1986
• Data provider simplification, tests, and documentation by @zachgoll in #1997
• Update security price query in demo generator by @vaibhav-if in #2000
• Use Redis for ActiveJob and ActionCable by @zachgoll in #2004
• Fix incorrect entry sorting in activity view by @tonyvince in #2006
• fix(dashboard): account groups wrapping in balance sheet by @firedev in #2010
• perf(imports): Bulk import CSV transactions by @Joelute in #1962
• devContainer: Use Redis for ActiveJob and ActionCable. by @Joelute in #2017
• bug: Use correct currency value while setting the currency. by @Joelute in #2018
• Personal finance AI (v1) by @zachgoll in #2022
• improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities by @zachgoll in #2039
• perf(imports): Bulk import CSV trades by @Joelute in #2040
• chore(providers): Use faraday retry, move retry logic to concrete provider level by @zachgoll in #2042
• style(ai): Fix AI sidebar overflow when user hasn't enabled or created a chat yet by @zachgoll in #2044
• provider: Ensure data provider exist before fetching for price. by @Joelute in #2045
• Fix: Notes not saved on transfer transactions by @the-spectator in #2053
• Show Uncategorized segment currency as per budget currency by @the-spectator in #2058
• Mobile responsive template preparation by @zachgoll in #2071
• Implement dark mode by @Shpigford in #2078

New Contributors

• @bryanmck1 made their first contribution in #1931
• @vaibhav-if made their first contribution in #2000
• @firedev made their first contribution in #2010
• @Joelute made their first contribution in #1962
• @the-spectator made their first contribution in #2053

Full Changelog: v0.4.3...v0.5.0

v0.4.3

Data resets, offline investment trades, and miscellaneous stability improvements

This release comes with a wide mix of stability improvements and quality of life updates; particularly for self hosted apps, which can now be "reset" in user settings. If your data looks wrong or you want a "clean slate" to work from, we've added the ability for you to easily perform these resets without writing SQL or manually deleting records.

This release also comes with a much clearer UI surrounding the Synth data provider. New self hosted users will now see a prominent warning message if they have missing data as a result of a misconfigured or absent data provider.

What's Changed

• Add new category flow by @syedbarimanjan in #1857
• Fix parent category sums in budget by @zachgoll in #1894
• Add breadcrumbs support across application by @Shpigford in #1897
• Dashboard design fixes by @zachgoll in #1898
• Allow account balance to dynamically use currency format on preference page by @Harry-kp in #1910
• Feat: Data "reset" button by @tonyvince in #1913
• Fix: Make Tags selection scrollable by @tonyvince in #1921
• Fix value wrapping on account balance in sidebar by @zachgoll in #1922
• Fix import configuration form so number format is applied by @zachgoll in #1923
• Add transitions to buttons and other common design system elements by @zachgoll in #1924
• Allow offline trade tickers by @zachgoll in #1925
• fix: Don't show Billings on settings navbar when self-hosted by @tonyvince in #1912
• Show UI warning to user when they need provider data but have not setup Synth yet by @zachgoll in #1926
• Invert liability graphs to have correct signage by @zachgoll in #1928
• Escape quotations in CSV imports properly by @zachgoll in #1929

New Contributors

• @syedbarimanjan made their first contribution in #1857

Full Changelog: v0.4.2...v0.4.3

v0.4.1

Patch release for git versioning info crash error

v0.4.0

Maybe Refresh 🎉

This latest version comes with a brand new and simplified UI plus a ton of huge performance improvements on the transactions, dashboard, and accounts pages.

What's Changed

• Fix account deletion cascade bug by @zachgoll in #1644
• Do not raise on Plaid item not found exceptions for item deletions by @zachgoll in #1646
• Align cascade delete behavior for transfers by @zachgoll in #1647
• fix: Only admins can generate invite codes by @tonyvince in #1611
• Only update account balance if changed by @zachgoll in #1676
• Adjust queues to prioritize account syncs, handle missing current day values by @zachgoll in #1682
• Added Decimal Support in min transaction by @Harry-kp in #1681
• Fix n+1 for categories in for to_donut_segments_json in budget by @tapalilov in #1693
• Add More Timelines by @nikhilbadyal in #1714
• Add cabin / cottage as a property type by @eithe in #1658
• Add RejectedTransfer model, simplify auto matching by @zachgoll in #1690
• Fix: Editing a category does not show notification until next page refresh by @jestinjoshi in #1720
• Bump to Ruby 3.4.1 by @zachgoll in #1721
• Lazy load synth logos by @zachgoll in #1731
• Only build armv7 on official releases by @zachgoll in #1732
• Don't allow a subcategory to be assigned to another subcategory to ensure 1 level of nesting max by @elvisserrao in #1730
• Preserve transaction filters and transaction focus across page visits by @zachgoll in #1733
• Add/remove members and invitations by @Shpigford in #1744
• Ensure Consistent Category Colors by @JLambertazzo in #1722
• Allow users to update their email address by @Shpigford in #1745
• Initial pass at Plaid EU by @Shpigford in #1555
• Fix EU plaid flow by @zachgoll in #1761
• Improve speed of transactions page by @zachgoll in #1752
• Fix: unable to add accounts without plain set up by @F2210 in #1769
• Fix: make date format year consistent overall #1712 by @scodes73 in #1726
• Cursor rules and project design overview by @zachgoll in #1788
• Fix crypto.randomUUID errors when adding holdings by @zachgoll in #1795
• Split family and Plaid item syncs into multiple jobs by @zachgoll in #1799
• Fix: Incorrect Currency Assignment for Stock Prices (#1623) by @saphp in #1798
• Fix budget allocation forms from resetting and clearing data on slow networks by @zachgoll in #1804
• Refactor transaction enrichment to support batch processing by @Shpigford in #1803
• Add scope to filter transactions from active accounts by @Shpigford in #1810
• fix: Save completely allocated budget by @M123-dev in #1811
• feat: Add institution details to Plaid items by @Shpigford in #1816
• Multi-factor authentication by @Shpigford in #1817
• fix: Plaid webhook verification by @zachgoll in #1824
• Plaid EU webhooks migration task by @zachgoll in #1825
• Fix Account Holding validation and synchronization by @Shpigford in #1818
• Feature: Add the ability to "revert" a CSV import by @zachgoll in #1814
• feat(import): add currency and number format support for CSV imports by @danestves in #1819
• fix: subcategories are not properly handled for budget allocations by @pauleke65 in #1844
• Enhance security information retrieval and handling by @Shpigford in #1826
• fix: Liabilities favorable direction is "down" by @M123-dev in #1849
• Upgrade to Tailwind v4 by @zachgoll in #1853
• Enhance Plaid connection management with re-authentication and error handling by @Shpigford in #1854
• Maybe Design System Updates by @zachgoll in #1856
• fix: Transfers should always total to zero by @tonyvince in #1859
• fix: Ghost subcategories when parent category is deleted by @tonyvince in #1874
• Fix import configuration failures by @zachgoll in #1876
• New Design System + Codebase Refresh by @zachgoll in #1823

New Contributors

• @JLambertazzo made their first contribution in #1699
• @tapalilov made their first contribution in #1693
• @eithe made their first contribution in #1658
• @elvisserrao made their first contribution in #1730
• @F2210 made their first contribution in #1769
• @scodes73 made their first contribution in #1726
• @saphp made their first contribution in #1798
• @M123-dev made their first contribution in #1811
• @danestves made their first contribution in #1819
• @pauleke65 made their first contribution in #1844

Full Changelog: v0.3.0...v0.4.0

v0.3.0

Budgeting is here!

A long awaited feature, Maybe now supports budgeting! We believe budgeting should be easy and simple. Categorize your transactions, mark transfers, one-time expenses, and get a clear breakdown of where your money is going each month.

CleanShot.2025-01-15.at.15.25.15.mp4

What's Changed

• Add account data enrichment by @zachgoll in #1532
• Handle nil name for entries by @zachgoll in #1550
• Fix date format validation error by @zachgoll in #1551
• Make transaction enrichment opt-in for all users by @zachgoll in #1552
• Preserve original transaction names when enriching by @zachgoll in #1556
• Preserve pagination on entry updates by @zachgoll in #1563
• Nested Categories by @zachgoll in #1561
• Save error backtrace for sync errors for better debugging by @tonyvince in #1578
• fix: Bug | creating duplicate category leads to crash screen by @tonyvince in #1577
• Fix unknown attribute 'parent_category' for Category in demo generator by @akabiru in #1575
• Fix: breaking change after bumping hotwire-livereload to 2.0.0 by @tonyvince in #1589
• Transfer and Payment auto-matching, model and UI improvements by @zachgoll in #1585
• Budgeting V1 by @zachgoll in #1609
• Fix transfer matching logic by @zachgoll in #1625
• Fix budget money formatting by @zachgoll in #1626
• Update snapshot_account_transactions to only give transactions by filtering on entryable_type by @Repsay in #1629
• FIX: correct display of percentages by @MrTob in #1622

New Contributors

• @akabiru made their first contribution in #1575
• @Repsay made their first contribution in #1629
• @MrTob made their first contribution in #1622

Full Changelog: v0.2.0...v0.3.0

v0.2.0

Plaid Integration + Multi-currency Investment Portfolio Support

We have completed the first pass at our fully automated bank syncing with Plaid on our hosted version of the app!

Automated bank syncing is a huge milestone for the app and includes many UI improvements, accuracy improvements, and bug fixes:

• Editing transactions is now much smoother
• Account history can be calculated chronologically and reverse-chronologically (required for Plaid accounts)
• Multi-currency investment accounts are now available
• Investment accounts now properly calculate "brokerage cash" vs. "holdings value" and break this out clearly in the view
• Investment accounts calculate cost basis more accurately

Can I self-host Plaid?

As an open-source project, self-hosters are more than welcome to configure (and pay for) their own Plaid accounts. You can see the .env.example file for the required api keys that need to be provided to the app.

That said, due to the complexity around OAuth, Plaid's pricing structure, and costs associated with a personal Plaid subscription, we will not be officially supporting this setup. The hosted version of our app has full Plaid support and is our recommended way to get access to automated bank syncing (more invites coming soon!).

What's Changed

• Fix registration fails silently when there are errors by @tonyvince in #1455
• Adds a common DE date format by @sbehrends in #1445
• Basic Plaid Integration by @zachgoll in #1433
• Make encryption config optional for self hosting users by @zachgoll in #1476
• Allow custom column separator for CSV parsing in uploads controller by @acflint in #1470
• Fix transfers and form currencies by @zachgoll in #1477
• Don't refresh page when transaction details are edited by @zachgoll in #1479
• Add post-sync UI stream updates by @zachgoll in #1482
• Calculates trend based on previous transaction's balance on the same date by @nicogaldamez in #1483
• Replaced Native Scrollbars with Tailwind Scrollbars on Windows by @jestinjoshi in #1493
• Fix bug: Loan % doesn't allow exact rate by @arsenstorm in #1492
• Fix Account Disabling UI by @arsenstorm in #1491
• Feature: Add support for customized synth URL from env variable by @Evlos in #1490
• Synth error handling by @Shpigford in #1502
• Updated usage check threshold to 100pc instead of 1 by @nikhilbadyal in #1504
• Improve account transaction, trade, and valuation editing and sync experience by @zachgoll in #1506
• Handle invalid API key by @nikhilbadyal in #1515
• Plaid portfolio sync algorithm and calculation improvements by @zachgoll in #1526
• Plaid sync tests and multi-currency investment support by @zachgoll in #1531

New Contributors

• @sbehrends made their first contribution in #1445
• @acflint made their first contribution in #1470
• @Evlos made their first contribution in #1490
• @nikhilbadyal made their first contribution in #1504

Full Changelog: v0.1.0...v0.2.0

v0.2.0-alpha.2

Activity View

Alongside several bug fixes, this pre-release comes with a brand new "Activity View" based on tons of user feedback. This new activity view allows you to see the chronological updates of each account all in one place. In addition, it should how each transaction and balance update affects the overall historical balance on the account. You can see it in action below:

CleanShot.2024-11-08.at.15.00.03.mp4

What's Changed

• Remove dependency on stock exchange table by @Shpigford in #1368
• fix bulk action bar positioning by @gariasf in #1370
• Stock filter by @Shpigford in #1376
• Remove missing prices issue by @zachgoll in #1390
• First pass at security price reference by @Shpigford in #1388
• Initial pass at Synth-based ticker selection by @Shpigford in #1392
• Groundwork for security info by @Shpigford in #1396
• Adds condition to skip link to transaction form if it's not editable by @nicogaldamez in #1394
• Do not include income transactions in liability accounts for savings rate by @tonyvince in #1385
• Auto naming of Transfer Transaction by @Harry-kp in #1393
• Family invites by @Shpigford in #1397
• En translation fix by @alekseyp in #1401
• Account Activity View + Account Forms by @zachgoll in #1406
• Fix account names are not truncated properly by @tonyvince in #1431
• Exclude inactive accounts from net-worth calculation and from sidebar by @tonyvince in #1432
• Fix timeframe dropdown next to Portfolio by @tonyvince in #1434
• Skip account valuation on entry balance_after_entry by @bruno-costanzo in #1435
• Fix duplicate invites by @tonyvince in #1437

New Contributors

• @alekseyp made their first contribution in #1401
• @3zcurdia made their first contribution in #1402

Full Changelog: v0.2.0-alpha.1...v0.2.0-alpha.2

v0.2.0-alpha.1

Improved Account Flows + Onboarding

With this release, we kick off work towards v0.2.0, which will add a basic bank provider integration (Plaid)!

In this release, we've added onboarding to the app so that users can select all of their preferences along with much simpler and intuitive account addition flows.

Here's a quick demo of how easy it is to get started with Maybe!

CleanShot.2024-10-25.at.09.44.35.mp4

What's Changed

• Add period to value delete modal by @ahatzz11 in #1297
• Add BiomeJS for Linting and Formatting JavaScript relates to #1295 by @oxdev03 in #1299
• Accounts in sidebar should be ordered the same as in the accounts summary page by @tonyvince in #1318
• add dashboard account pill tooltips by @gariasf in #1315
• Redirect upload step by @enderahmetyurt in #1323
• Impersonation by @Shpigford in #1325
• Rework account views and addition flow by @zachgoll in #1324
• Basic account onboarding by @zachgoll in #1328
• Fixes issue with mapping values during the transactions import by @nicogaldamez in #1327
• Stock Exchanges with seed by @Shpigford in #1351
• User Onboarding + Bug Fixes by @zachgoll in #1352
• Beta Testing Round 3 Bug Fixes by @zachgoll in #1357
• Add good job dashboard with auth by @zachgoll in #1364
• Stock imports by @Shpigford in #1363
• Feature | Filter on uncategorized transactions by @bruno-costanzo in #1359

New Contributors

• @oxdev03 made their first contribution in #1299
• @enderahmetyurt made their first contribution in #1323
• @nicogaldamez made their first contribution in #1327
• @bruno-costanzo made their first contribution in #1359

Full Changelog: v0.1.0...v0.2.0-alpha.1

v0.1.0

We're live! 🌮 🥳

After hundreds of contributors and hundreds of thousands of lines of code, v0.1.0 is here!

This release comes with a TON of bug fixes and marks the launch of "hosted" Maybe. We've still got a ton of work ahead, but we're excited to release our first production-ready version of Maybe.

We're currently in a private, invite-only alpha. Be sure to join our Discord for announcements when new spots become available!

In this first version, you can:

• Add all of your accounts
• Import accounts, transactions, and trades by CSV
• See your net worth, total spending, and total income
• Manage transactions (categories, tags, notes)
• Manage investment portfolios (buys, sells, deposits, withdrawals)

After we incorporate all the feedback coming in, our hosted app will be introducing automated bank syncing!

What's Changed

• Hide currency for transfers by @zachgoll in #1260
• Hide infinity trend percentage changes by @zachgoll in #1261
• Finalize other assets and liabilities view by @zachgoll in #1264
• Intercom integration by @Shpigford in #1267
• Add empty states to account summary page by @zachgoll in #1265
• Billing by @Shpigford in #1269
• Add loan and credit card views by @zachgoll in #1268
• Set 3000 as the default web port by @alagos in #1215
• Fix account pill on dashboard by @zachgoll in #1270
• Early access by @Shpigford in #1272
• Basic trade and holdings view by @zachgoll in #1271
• Link to CSV imports by @zachgoll in #1273
• Bug fixes for specialized account pages by @zachgoll in #1275
• Fix currency formatting for 0 values by @zachgoll in #1276
• Fix group trend color by @zachgoll in #1277
• fix: use correct delimiter on credit card zero values by @gariasf in #1280
• fix: amend inputs on loan, c.c., vehicle, and property partials by @gariasf in #1281
• Better import instructions, remove ambiguous field by @zachgoll in #1284
• Allow inline account creation when importing CSV by @zachgoll in #1291
• Minor improvements to categories & changelog pages by @arsenstorm in #1274
• Handle market holidays during holding sync by @zachgoll in #1292
• fix: default value if user's name isn't set by @ajmeese7 in #1262
• Add additional subtypes, add None option, prefill edit with previously selected option. by @ahatzz11 in #1286

New Contributors

• @gariasf made their first contribution in #1280
• @arsenstorm made their first contribution in #1274
• @ajmeese7 made their first contribution in #1262
• @ahatzz11 made their first contribution in #1286

Full Changelog: v0.1.0-alpha.18...v0.1.0

v0.1.0-alpha.18

CSV Imports

We've made some big updates for the CSV imports feature 🌮 🎉

You can now import transactions, trades, accounts, and even an old Mint export!

Here's a quick demo that shows how it all works:

CleanShot.2024-09-30.at.17.44.58.mp4

In addition to the CSV imports, we have several app stability fixes and improvements such as:

• EUR currencies and dates are now formatted correctly based on user locale
• The transactions page now has a completed list of filters so you can find your transactions easier

What's Changed

• Fix styles on import modal by @zachgoll in #1188
• Add error handling for vehicle and property account creation by @tonyvince in #1179
• Finish remaining transaction filters by @zachgoll in #1189
• Finalize transaction drawer, simplify money form helpers by @zachgoll in #1191
• Finalize profile settings page for v0.2.0-alpha by @zachgoll in #1194
• Fix: Escape button not being handled on settings pages by @jestinjoshi in #1210
• CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) by @zachgoll in #1209
• Sort currencies by name as a second order by @alagos in #1216
• Fix incorrect partial sync balance generation by @zachgoll in #1223
• Fix import migration by @zachgoll in #1227
• Add Synth provider to self host setting page by @zachgoll in #1230
• Allow users to set preferred locale in settings and provide basic date and time localization support by @zachgoll in #1226
• Add formatting for EUR locales by @zachgoll in #1231
• Use DB for auth sessions by @zachgoll in #1233
• Fix signage on transaction imports by @zachgoll in #1236
• Add tag filtering by @zachgoll in #1240
• Handle missing weekend stock prices in sync process by @zachgoll in #1242

New Contributors

• @alagos made their first contribution in #1216

Full Changelog: v0.1.0-alpha.17...v0.1.0-alpha.18