v0.7.0-alpha.6

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

• Android APK: Debug build for testing on Android devices
• iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

What's Changed

• feat(settings): improve currency preferences UI by @tedawf in #1483
• Fix loan account subtype not persisting on create by @sure-admin in #1491
• chore(pipelock): bump chart default to v2.2.0, add CI scan badge by @luckyPipewrench in #1494
• SimpleFIN: setup UX + same-provider relink + card-replacement detection by @luckyPipewrench in #1493
• Complete French translations for views, models, and settings by @andronedev in #1501
• Feature: AI sidebar hidden by default for members and guests if AI is disabled by @BurningDog in #1510
• Add Sophtron Provider by @rockywang2025 in #596

New Contributors

• @andronedev made their first contribution in #1501
• @rockywang2025 made their first contribution in #596

Full Changelog: v0.7.0-alpha.5...v0.7.0-alpha.6

v0.7.0-alpha.5

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

• Android APK: Debug build for testing on Android devices
• iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

What's Changed

• Add default currency to price and fee fields by @smurfpandey in #1444
• Add improvements from security providers to FX providers also by @sokie in #1445
• Fix transactions page crash when no accounts exist by @alexkreidler in #1453
• Ipv6 support by @sokie in #1437
• Fix module specifier path for parse_locale_float import by @sure-admin in #1456
• feat: add currency management for families with enabled currencies by @tedawf in #1419
• Add category support to transactions by @dwvwdv in #1251
• Budget page refactor: split into(All - Over Budget - On Track) by @IamTaoChen in #1195
• Fix transaction search account scope bypass by @jjmata in #1460
• feat: Add table-divider class and use it in investments summary section by @alessiocappa in #1463
• fix: adjust style in new budget tab and sections by @alessiocappa in #1464
• fix: values visible in privacy mode by @yunwei-zh in #1473
• Add previous messages to LLM response context / fix OpenAI regressions by @jjmata in #1384
• feat(mobile): Add biometric lock for app resume by @felixmuinde in #1474
• fix: preserve Generic investment subtypes in account creation form by @xinmotlanthua in #1465
• feat: Import pending transactions from Enable Banking only if option is enabled by @alessiocappa in #1476
• fix(Enable Banking): Restore legacy fallback for credit card balance calculation by @alessiocappa in #1477
• EnableBanking: use remittance for CARD-* names and merchants by @danez in #1478
• feat(helm): CNPG resource limits/requests by @dariogmori in #1487

New Contributors

• @alexkreidler made their first contribution in #1453
• @xinmotlanthua made their first contribution in #1465
• @danez made their first contribution in #1478

Full Changelog: v0.7.0-alpha.4...v0.7.0-alpha.5

v0.7.0-alpha.4

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

• Android APK: Debug build for testing on Android devices
• iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

What's Changed

• fix(binance): fix hmac signature by using same parameter order in request and sign by @boul2gom in #1425
• Add binance security provider for crypto by @sokie in #1424
• Move back to brandfetch by @sokie in #1427
• Fix DemoFamilyRefreshJob demo email config lookup by @jjmata in #1426
• Fix potential timing attack in Sidekiq Web UI auth by @the-spectator in #1429
• fix(accounts): add duplicate action to activity view by @tedawf in #1418
• feat(enable-banking): enhance transaction import, metadata handling, and UI by @boul2gom in #1406
• Fix trade drawer header width regression by @jjmata in #1415
• Feature: tabbing between income and expenses persists entered data by @BurningDog in #1422
• add transfer-icon at transactions by @IamTaoChen in #1431
• Investments currency fix by @sokie in #1436
• Fix overlapping in transaction name by @alessiocappa in #1435
• ui(sidebars): add subtle vertical separators and improve sidebar collapse behavior by @boul2gom in #1416
• Add GitHub Actions workflow to discover and run LLM evaluations by @jjmata in #1439
• fix(enable-banking): refactor error handling and add missing GIN index by @boul2gom in #1432
• Add DeFi via Coinstats by @romainrbr in #1417
• FIX networth chart dashboard by @sokie in #1449

New Contributors

• @the-spectator made their first contribution in #1429
• @BurningDog made their first contribution in #1422
• @romainrbr made their first contribution in #1417

Full Changelog: v0.7.0-alpha.3...v0.7.0-alpha.4

v0.7.0-alpha.3

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

• Android APK: Debug build for testing on Android devices
• iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

What's Changed

• Add Binance support, heavily inspired by the Coinbase one by @boul2gom in #1317
• refactor(accounts): Improve destroy_later atomicity and add controller error handling by @sentry[bot] in #1395
• Refactor: Use Encryptable concern in CoinbaseItem by @boul2gom in #1339
• Make parent budgets auto-aggregate from subcategory edits by @Copilot in #1312
• Add throttling and cross-rate for twelve data by @sokie in #1396
• feat(select): improve merchant dropdown behavior and placement controls by @IamTaoChen in #1364
• Fix balance sheet dashboard section on iPhone by @Browndw4 in #1318
• feat: Allow creating budgets up to 2 years ahead by @grrtt49 in #925
• docs: add Yahoo Finance IPv6 troubleshooting note by @sure-admin in #1404
• Exposing transaction FX rate by @paramburu in #1099
• Fix Binance USD converter custom rate keyword by @jjmata in #1414
• feat(mobile): render assistant messages as markdown by @felixmuinde in #1405
• Expand financial providers by @sokie in #1407

New Contributors

• @IamTaoChen made their first contribution in #1364
• @grrtt49 made their first contribution in #925
• @sure-admin made their first contribution in #1404

Full Changelog: v0.7.0-alpha.2...v0.7.0-alpha.3

v0.7.0-alpha.2

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

• Android APK: Debug build for testing on Android devices
• iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

What's Changed

• Fix: target="_blank" to contact button by @yunwei-zh in #1359
• Fix RuleImport parsing for valid JSON values by @tomerh2001 in #1358
• fix(ui): move repeat icon to the center on recurring transactions page by @KenTandrian in #1365
• fix: enhance text contrast for prose headings, and blockquote paragraphs in dark mode on the Guide page by @briian365 in #1369
• Fix opacity for excluded transactions and implement keyboard navigation by @mike-lloyd03 in #1332
• fix: resolve flaky chats system test race condition by @happytechca in #1375
• fix: prevent NoMethodError in foreign_account? when account family is nil by @sentry[bot] in #1376
• QIF imports: Add date format auto-detection and manual override by @happytechca in #1368
• collect transaction stats after sync in EnableBanking provider by @smurfpandey in #1388
• Enable selenium service in devcontainer for system tests by @paramburu in #1340
• Update ruby-lsp-rails 0.4.6 → 0.4.8 and ruby-lsp 0.24.1 → 0.26.9 by @jjmata in #1389
• added collect_health_stats to enablebanking syncer by @smurfpandey in #1390
• Add Quick Categorize Wizard by @mikaelhm in #1386
• Fixed crypto and loan add menus by @CYBRXT in #1306
• Update and add Portuguese translations for various features by @gamboajorge49 in #1344
• Polish localization: complete translations, pluralization fixes, and reusable locale audit tooling by @UberDudePL in #1356
• fix: allow high precision for security prices in trade forms (to solve #1323) by @boul2gom in #1342
• Quick Categorize Wizard — follow-up fixes by @mikaelhm in #1393
• fix(mobile): Allow users to copy text from chatbot responses by @felixmuinde in #1394

New Contributors

• @yunwei-zh made their first contribution in #1359
• @KenTandrian made their first contribution in #1365
• @briian365 made their first contribution in #1369
• @mike-lloyd03 made their first contribution in #1332
• @smurfpandey made their first contribution in #1388
• @paramburu made their first contribution in #1340
• @mikaelhm made their first contribution in #1386
• @gamboajorge49 made their first contribution in #1344
• @UberDudePL made their first contribution in #1356

Full Changelog: v0.7.0-alpha.1...v0.7.0-alpha.2

v0.7.0-alpha.1

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

• Android APK: Debug build for testing on Android devices
• iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

What's Changed

• Fix selected account and Transaction/Transfer Tabs changes by @yxuko in #1220
• Perf: Index Balance::SyncCache lookups by date to eliminate O(N×D) scans by @happytechca in #1081
• Family sharing by @sokie in #1272
• Added option to skip TLS verification for mailer by @fkrauthan in #1291
• Default production SSO provider source to YAML to avoid boot-time schema errors by @Copilot in #1278
• Sort Accounts dropdown alphabetically on uploads by @r-jeffries in #1290
• Providers sharing by @sokie in #1273
• Recurring scoping implementation by @sokie in #1300
• Show inflow/outflow totals for transfer filter by @lolimmlost in #1134
• Mobile: Add theme selection (light/dark/system) to settings by @felixmuinde in #1213
• feat(mobile): Add animated TypingIndicator for AI chat responses by @felixmuinde in #1269
• Added ca_file option to use the SSL_CA_FILE specified file if present by @fkrauthan in #1302
• Fix/issue 954 enable banking duplicate transactions by @0xRozier in #988
• Add transaction fee support to trades by @happytechca in #1248
• Record dividends and interest as Trades in investment accounts by @happytechca in #1311
• Split transactions and privacy quick fixes by @sokie in #1315
• Fix NoMethodError on nil entryable in account activity feed by @happytechca in #1316
• Missing translation fallback for account subtypes by @jjmata in #1325
• Fix NoMethodError on nil accountable for logo color by @sentry[bot] in #1334
• Add CoinStats exchange portfolio sync and normalize linked investment charts by @falcononrails in #1308
• fix: add hex color validation to Category model and form (to resolve #1247) by @boul2gom in #1341
• Update Docker Compose file for AI optional features by @jjmata in #1349
• Fix unable to add trades with manual ticker by @Browndw4 in #1343
• Restore monotonic Android versionCode for mobile releases by @Copilot in #1348
• fix: instantiate RuleImport before generating rows by @tomerh2001 in #1354

New Contributors

• @fkrauthan made their first contribution in #1291
• @r-jeffries made their first contribution in #1290
• @felixmuinde made their first contribution in #1213
• @boul2gom made their first contribution in #1341
• @Browndw4 made their first contribution in #1343
• @tomerh2001 made their first contribution in #1354

Full Changelog: v0.6.9-alpha.9...v0.7.0-alpha.1

Sure v0.6.9 - Splits, Privacy Mode and OpenClaw/agents support

Too much to cover/do justice to it all, so once again we'll just highligh a few things.

Split Transactions - Split a single transaction into multiple parts to accurately categorize expenses. For example, a Whole Foods purchase can be split between "Groceries" and "Household" with custom amounts for each. This long-requested feature is now available in the transaction detail view.

Privacy Mode - Blur toggle to hide sensitive financial data across the entire app. Perfect for using Sure in public or screen-sharing. The toggle persists in localStorage across sessions and pages.

External AI Assistant (OpenClaw + Pipelock security) - Self-hosted instances can now delegate AI chat to an external AI agent via an OpenAI-compatible streaming endpoint. Pipelock provides security scanning for AI responses, keeping your financial data safer if you choose to set it up.

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

• Android APK: Debug build for testing on Android devices
• iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

What's Changed

• Fix PWA: back/X buttons untappable in wizard layout (budget edit) by @lolimmlost in #1076
• Fix: Yahoo Finance provider Cookie/Crumb Auth by @happytechca in #1082
• refactor: Improve enable banking panel rendering context by @sentry[bot] in #1073
• fix: maintain activity tab during pagination from holdings tab by @tedawf in #1096
• feat(helm): add Pipelock ConfigMap, scanning config, and consolidate compose by @luckyPipewrench in #1064
• Add external AI assistant with Pipelock security proxy by @luckyPipewrench in #1069
• feat: Enable Skylight ActiveJob probe for background worker visibility by @happytechca in #1108
• Add Pipelock operational templates, docs, and config hardening by @luckyPipewrench in #1102
• Backfill category for pre-#924 investment contribution transfers by @luckyPipewrench in #1111
• Add safe-area padding for PWA on import page by @alessiocappa in #1113
• Add budget rollover: copy from previous month by @lolimmlost in #1100
• fix: Parse transfer date parameter by @sentry[bot] in #1110
• Fix uncategorized budget category showing incorrect spending by @lolimmlost in #1117
• Complete Spanish (es) translations across all locale files by @andreugordillovazquez in #1112
• Replace whole-file pipelock exclude with inline suppression by @luckyPipewrench in #1116
• Expand AI docs: external assistant, MCP, architecture, troubleshooting by @luckyPipewrench in #1115
• Add dynamic assistant icon: OpenClaw lobster SVG for external assistant by @jjmata in #1122
• Remove fixed height on budget chart by @alessiocappa in #1124
• feat: Enhance holding detail drawer with live price sync and enriched overview by @happytechca in #1086
• Fix holdings table on mobile by @alessiocappa in #1114
• New select component by @alessiocappa in #1071
• Fix [1018]: Add Date field when entering Account Balance by @michelroegl-brunner in #1068
• Fix nil-key collision in budget category hash lookups by @lolimmlost in #1136
• Group users by family in /admin/users by @jjmata in #1139
• Feat: add missing German locals by @michelroegl-brunner in #1065
• Enhance logging in search_family_files.rb for vector store debugging by @jjmata in #1033
• fix(helm): use expected health endpoint by @imnotjames in #1142
• Guard error.message with rescue in LLM failed-usage recording by @Copilot in #1144
• Enable Google SSO account creation in Flutter app by @jjmata in #1164
• Check for pending invitations before creating new Family during SSO log in/sign up by @jjmata in #1171
• Enforce one pending invitation per email across all families by @jjmata in #1173
• Add default family selection for invite-only onboarding mode by @jjmata in #1174
• Make categories global by @sokie in #1160
• Fix: Remove blank amount from transaction entry parameters by @sentry[bot] in #1178
• Move account logo determination in dedicated method by @alessiocappa in #1190
• Add "Transaction account" as rule condition filter by @alessiocappa in #1186
• Require admin role for API family reset endpoint by @jjmata in #1189
• Fix Plaid link script loading and first-sync account linking by @chasestech in #1165
• Administer invitations in /admin/users by @jjmata in #1185
• Add post-trial inactive Family cleanup with data archival by @jjmata in #1199
• Feat: Add QIF (Quicken Interchange Format) import functionality by @happytechca in #1074
• feat: add pending transaction manual merging tool by @AdamWHY2K in #1088
• feat(transaction): add support for file attachments using Active Storage by @itsLeonB in #713
• Document admin-only reset auth in OpenAPI docs by @jjmata in #1198
• feat: Add duplicate button when a transaction is selected by @RenzoMXD in #1123
• Feat: Add default user account and consolidate account actions in menu by @happytechca in #1130
• feat(balance): Incremental ForwardCalculator — only recalculate from changed date forward by @happytechca in #1151
• Documentation for review AI Assistant features, MCP and API additions by @onel in #1168
• Remove unused DeveloperMessage model by @jjmata in #1207
• EnableBanking: Use transaction_date when other options fail by @jabbink in #1215
• Respect manually selected account type in SimpleFIN liability logic by @milorw in #1214
• Add scheduled DemoFamilyRefreshJob to rebuild demo data daily by @jjmata in #1217
• feat: scope Mercury account uniqueness to mercury_item by @claytonlin1110 in #1032
• chore(deps): bump json from 2.18.1 to 2.19.2 by @dependabot[bot] in #1225
• chore(deps): bump bcrypt from 3.1.20 to 3.1.22 by @dependabot[bot] in #1227
• FIX schema drift and snaptrade and mercury issues by @sokie in #1232
• feat(vector-store): Implement pgvector adapter for self-hosted RAG by @eureka928 in #1211
• Initial split transaction support by @sokie in #1230
• Fix NameError: rename migration file to match class name by @jjmata in #1234
• Restore legacy Plaid migration constant alias by @jjmata in #1235
• Fix pgvector migration to only run when explicitly configured by @jjmata in #1239
• Fix rule condition merchant dropdown to show all merchants by @eureka928 in #1240
• Fix select is hidden inside dialog by @yxuko in #1196
• Bump pipelock image from 0.3.2 to 1.5.0 by @luckyPipewrench in #1238
• Add privacy mode to blur financial data across the app by @ChakibMoMi in #1055
• Refactor report and dashboard table layouts to semantic HTML by @eureka928 in #1222
• Split UI by @sokie in #1245
• Add GET /api/v1/summary endpoint and display net worth on mobile home by @dwvwdv in #1145
• Move debug logs and logout actions to settings screen by @dwvwdv in #1146
• Add "logo" variant in account dropdown on transfer form by @alessiocappa in #1241
• Fix home page double AppBar inconsist...

v0.6.9-rc.3

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

• Android APK: Debug build for testing on Android devices
• iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

Full Changelog: v0.6.9-rc.2...v0.6.9-rc.3

v0.6.9-rc.2

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

• Android APK: Debug build for testing on Android devices
• iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

Full Changelog: v0.6.9-rc.1...v0.6.9-rc.2

v0.6.9-alpha.9

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

• Android APK: Debug build for testing on Android devices
• iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

What's Changed

• Adapt holdings to number inputs by @sokie in #1258
• Add rswag API docs routes for development mode by @jjmata in #1259
• Fix SimpleFIN holdings confusing market value with cost basis (#1182) by @jjmata in #1261
• chore(deps): bump activestorage from 7.2.2.2 to 7.2.3.1 by @dependabot[bot] in #1263
• Updated list of Canadian registered accounts by @CYBRXT in #1265
• chore(helm): bump pipelock to v2.0.0 with trusted domains and redirect profiles by @luckyPipewrench in #1266
• Fix missing privacy blur on split transaction amounts in drawer by @Copilot in #1275
• Fix dashboard mobile: require press-and-hold to reorder sections by @lolimmlost in #1210
• Lock connection_pool gem by @sokie in #1284
• Add appearance setting for 2 column layout by @sokie in #1285
• Add Kosovo to country list by @vegimcarkaxhija in #1066

New Contributors

• @CYBRXT made their first contribution in #1265
• @vegimcarkaxhija made their first contribution in #1066

Full Changelog: v0.6.9-alpha.8...v0.6.9-alpha.9