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Release Changelog

0.9.2 (2026-09-12)

Reliability and accounting fixes

  • Fixed interest and interest-repayment matching across transaction boundaries.
  • Fixed repeated budget rollover deductions and omitted final future cash-flow months.
  • Fixed split balanced-posting export and dividend treatment in investment XIRR.
  • Fixed bulk account renaming for cleared and pending postings.
  • Fixed hledger unit and total cost parsing for modern JSON output while retaining compatibility with older versions. Sync journals to refresh previously imported amounts.
  • Upgraded the development and CI hledger pin to 1.52.4.

Financial planning and analysis

  • Added investment-performance reporting with contribution, income, gain, benchmark, and timeline breakdowns.
  • Added scenario planning with baseline comparisons and projected outcomes.
  • Added goal intelligence for savings and retirement goals, including health, projections, contributions, and recent activity.
  • Added period-aware investment and insight drilldowns with historical filtering.
  • Added financial insights, savings summaries, category-spike detection, and rolling-median anomaly analysis.
  • Added budget projections, budget health indicators, and clearer forecast labels.

Workflow improvements

  • Added recurring-transaction analysis, schedules, upcoming entries, and recurring confirmation workflows.
  • Added prediction review workflows with confidence scores and merchant rules.
  • Added batch ledger-editor operations and improved account-renaming behavior.
  • Added richer diagnosis and data-quality checks with actionable status displays.
  • Improved mobile layouts, dashboard metrics, investment drilldowns, and period selection across the application.

Platform and developer experience

  • Expanded API coverage and regenerated API documentation for goals, insights, scenarios, investment performance, diagnosis, and editor batch operations.
  • Improved CI setup and caching, added broader regression coverage, and refreshed the product showcase and documentation.

0.9.1 (2026-08-27)

Security

  • Safer file operations: Added path-traversal protection to ledger editor and sheet endpoints so requests cannot escape their configured directories.
  • Modern password storage: Added Argon2id password hashing for user accounts, including transparent migration of existing legacy SHA-256 password hashes after a successful login.
  • HTTP hardening: Added request-size limits, server timeouts, panic recovery, safer SPA routing, and graceful shutdown behavior.
  • Bounded external data: Added response-size limits and context-aware cancellation to HTTP requests and external command execution.

Reliability and data integrity

  • Automatic database upgrades: Replaced runtime AutoMigrate calls with serialized, checksummed SQLite migrations. Existing v0.9.0 and v0.9.1 databases are adopted without rebuilding or changing financial data, while incompatible newer schemas and read-only storage now produce actionable startup errors.
  • Atomic configuration writes: Configuration updates now use atomic file replacement and return actionable errors instead of terminating the process.
  • Graceful backend errors: Removed fatal exits from persistence and domain packages so failures propagate through the service and API layers correctly.
  • Concurrency safety: Protected shared accounting, configuration, transaction, prediction, and cache state with synchronization, backed by new concurrency regression tests.
  • Deterministic accounting: Stabilized equivalent postings and balances across ledger implementations while avoiding unnecessary large value copies.
  • Resilient synchronization: Improved model synchronization and save flows so partial failures do not silently leave inconsistent state.

Performance

  • Faster database writes: Added indexes for postings and prices and replaced row-by-row persistence with batch inserts where appropriate.
  • Lean lookup paths: Replaced the B-tree-backed lookup path with sorted slices and binary search, and simplified cache hashing and invalidation.
  • Runtime safeguards: Added large-journal, database benchmark, scraper safety, and runtime resilience coverage to prevent regressions.

API and backend architecture

  • Typed service boundary: Introduced service, DTO, and mapper layers so HTTP handlers no longer expose persistence models directly.
  • Documented API: Added generated Swagger/OpenAPI documentation, stable operation IDs, handler contract tests, and generated frontend API types.
  • Native Fetch client: Replaced Axios calls with a centralized typed Fetch client, including consistent error responses and automatic ISO date parsing.
  • Clear dependency rules: Added architecture tests that enforce package boundaries and prevent fatal logging from returning to reusable packages.

Frontend architecture and experience

  • Feature-oriented modules: Reorganized the frontend into domain, features, shared, and generated subsystems with automated dependency checks and updated parser-generation paths.
  • Centralized state and APIs: Consolidated global state under shared/state, moved financial logic into domain modules, and routed feature API calls through the generated client.
  • Accessible UI primitives: Improved Dialog, Dropdown, Tabs, Tooltip, Command Palette, and related component behavior with expanded accessibility and component tests.
  • Authentication flow: Improved token lifecycle handling, login errors, and account-save feedback.
  • Correct rendering and calculations: Fixed font asset paths, optional posting notes, responsive chart options, overview running totals, commodity repricing, and JSON-schema default item handling.

Testing and CI

  • Expanded backend security, API contract, financial, concurrency, and persistence regression suites.
  • Expanded frontend core and component coverage for charts, authentication, imports, navigation, state, and accessible UI behavior.
  • Fixed Go lint findings in posting stabilization and stabilized Vitest thread teardown under Deno-based CI.

0.9.0 (2026-08-24)

  • UI & Design Modernization: Complete migration to a pure Tailwind CSS design system with curated HSL color tokens, rich glassmorphic styling, enhanced card ergonomics, and zero legacy Bulma/SCSS footprint.
  • Unified ECharts Architecture: Standardized, responsive ECharts surface component with declarative data adapters, custom canvas theme integration, and resilient resize observers across all financial dashboards.
  • Svelte 5 Runes: Full state reactivity upgrade ($state, $derived, $props, $effect) across all route layouts, components, and interactive drawers.
  • Refined Navigation & Workflows: Segmented boxed tabs, responsive filter toolbars, unified metric strips, sticky action footers, and full keyboard accessibility.
  • CI & Stability: Streamlined GitHub Actions test pipelines, stabilized Playwright E2E browser tests, and upgraded Deno/Go type diagnostics.

0.8.1 (2026-08-18)

  • Transaction prediction: Smart account suggestions in journal templates based on posting history
  • Frontend modernization: Svelte 5 runes migration, Bulma 1.x, unified UI component library, improved chart lifecycle and layout
  • CI & testing: Parallelized test jobs, Nix cache warmup, stabilized Playwright visual/e2e suite, goal-page chart resize fixes
  • Backend: Unified asset performance calculation (checking accounts no longer excluded)
  • Build: golangci-lint updated to unstable nix package

0.8.0 (2026-08-14)

  • Monorepo Architecture: Clean isolation of frontend/ (SvelteKit/Deno), backend/ (Go service/CLI), and desktop/ (Wails application) with top-level workspace coordination
  • Modernized Toolchain: Migrated frontend toolchain to native Deno and updated Go workspace to 1.26
  • Wails Desktop App: Standalone cross-platform desktop application packaging for Linux (.deb), macOS (.dmg), and Windows (.exe)
  • Docker Multi-Arch Images: Automated multi-architecture release pipeline (linux/amd64, linux/arm64) with variants for hledger and beancount
  • CI & Testing Automation: Fully automated Playwright E2E browser tests, visual regression snapshot suite, and Go unit/regression tests

0.7.4 (2025-02-23)

  • Update price data domain
  • Fix NixOS build

0.7.3 (2025-02-23)

  • Fix yahoo price fetcher
  • Build fixes

0.7.1 (2024-10-20)

0.7.0 (2024-08-26)

0.6.6 (2024-02-10)

  • Improve tables (make it sortable)
  • Show tabulated value on allocation page
  • Show invested value on goals page
  • Bug fixes

0.6.5 (2024-02-02)

  • Add Liabilities > Credit Card page
  • Support password protected XLSX file
  • Allow user to configure timezone
  • Bug fixes

0.6.4 (2024-01-22)

  • Add checking accounts balance to dashboard
  • Improve template management UI
  • Improve spinner and page transition
  • Bug fixes

0.6.3 (2024-01-13)

  • Introduce Sheets: A notepad calculator with access to your ledger
  • Remove flat option from cashflow > yearly page
  • Dockerimage now installs paisa to /usr/bin
  • Improve legends rendering on all pages
  • Allow user to cancel pdf password prompt
  • Add new warning for missing assets accounts from allocation target
  • Support hledger's balance assertion
  • Bug fixes

0.6.2 (2023-12-23)

  • New logo
  • Allow goals to be reordered
  • Show goals on the dashboard page
  • Bug fixes

0.6.1 (2023-12-16)

  • Add new price provider: Alpha Vantage
  • Make first day of the week configurable
  • Support ledger strict mode
  • Add user login support, go to User Accounts section in configuration page to enable it
  • Show notes associated with a transaction/posting
  • Bug fixes

0.6.0 (2023-12-09)

  • Add individual account balance on goals page
  • Add keyboard shortcuts to format/save file on editor page
  • Add ability to search posting/transaction by note
  • Add option to reverse the order of generated transactions on import page
  • Add option to clear price cache
  • Bug fixes

0.5.9 (2023-11-26)

  • Improve postings page
  • Add income statement page (Cash Flow > Income Statement)
  • Bug fixes

0.5.8 (2023-11-18)

  • Add ability to specify rate, target date or monthly contribution to savings goal
  • Improve price page
  • Bug fixes

0.5.7 (2023-11-11)

  • Add goals
  • Remove retirement page (available under goals)
  • Bug fixes

Breaking Changes 🚨

Retirement page has been moved under goals. If you have used retirement, you need to setup a new retirement goal

0.5.6 (2023-11-04)

  • Add support for Income:CapitalGains
  • Add option to control display precision
  • Add new price provider for gold and silver (IBJA India)
  • Add option to disable budget rollover
  • Bug fixes

0.5.5 (2023-10-07)

  • Support account icon customization
  • Add beancount ledger client support

0.5.4 (2023-10-07)

  • Add calendar view to recurring page
  • Support recurring period configuration
  • Support European number format
  • Bug fixes

0.5.3 (2023-09-30)

  • Add Docker Image
  • Add Linux Application (deb package)
  • Move import templates to configuration file
  • Bug fixes

Breaking Changes 🚨

User's custom import templates used to be stored in Database, which is a bad idea in hindsight. It's being moved to the configuration file. With this change, all the data in paisa.db would be transient and can be deleted and re created from the journal and configuration files without any data loss.

If you have custom template, take a backup before you upgrade and add it again via new version. If you have already upgraded, you can still get the data directly from the db file using the following query sqlite3 paisa.db "select * from templates";

0.5.2 (2023-09-22)

  • Add Desktop app
  • Support password protected PDF on import page
  • Bug fixes

Breaking Changes 🚨

  • The structure of price code configuration has been updated to make it easier to add more price provider in the future. In addition to the code, the provider name also has to be added. Refer the config documentation for more details
     type: mutualfund
-    code: 122639
+    price:
+      provider: in-mfapi
+      code: 122639
     harvest: 365

0.5.0 (2023-09-16)

  • Add config page
  • Embed ledger binary inside paisa
  • Bug fixes

0.4.9 (2023-09-09)

  • Add search query support in transaction page
  • Spends at child accounts level would be included in the budget of parent account.
  • Fix the windows build, which was broken by the recent changes to ledger import
  • Bug fixes

0.4.8 (2023-09-01)

  • Add budget
  • Add hierarchial cash flow
  • Switch from float64 to decimal
  • Bug fixes

0.4.7 (2023-08-19)

  • Add dark mode
  • Add bulk transaction editor