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siddharthd
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2026-02-14
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siddharthd
pushed to
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siddharthd/finance-app
2026-03-14 20:39:32 +11:00
5206388958
feat(filters): smart query bar with amount operators and multi-select dropdowns
siddharthd
pushed to
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siddharthd/finance-app
2026-03-14 20:06:42 +11:00
8076d1a949
docs: update README and add CLAUDE.md for finance app
aeaca84cc7
feat(edit-transaction): edit modal with notes, inline tags, and split management
278e57354c
feat(insights): analytics drill-down, fee tracking, and category improvements
9f90d8726f
feat(rules): apply_split rules with run history and revert
859043f5a5
feat(shared): bidirectional split balance, credit direction, and multi-user view
Compare 6 commits »
siddharthd
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siddharthd/scripts
2026-03-12 11:51:34 +11:00
68c5d561a6
Initial commit: banking statement download scripts
siddharthd
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siddharthd/scripts
2026-03-12 11:51:34 +11:00
siddharthd
created repository
siddharthd/scripts
2026-03-12 11:50:01 +11:00
siddharthd
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siddharthd/finance-app
2026-03-11 12:46:17 +11:00
0985c38be8
fix(rules): save-as-rule uses full merchant name with equals, not first description word
siddharthd
pushed to
main
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siddharthd/finance-app
2026-03-11 12:40:04 +11:00
af4c64bba7
feat(splits): save split as rule from split modal
siddharthd
pushed to
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siddharthd/finance-app
2026-03-11 12:05:38 +11:00
a8743ba7df
feat(transactions): save-as-rule prompt after merchant/category edit
siddharthd
pushed to
main
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siddharthd/finance-app
2026-03-10 00:44:00 +11:00
7b3fd4b65f
fix(merchants): net spend accounting for refunds/credits
siddharthd
pushed to
main
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siddharthd/finance-app
2026-03-10 00:24:45 +11:00
dd11019fdf
fix(transactions): editable transaction type, fee/interest counted as spend, fees category
siddharthd
pushed to
main
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siddharthd/finance-app
2026-03-10 00:05:50 +11:00
714c5a9b25
feat(merchants): scatter plot, merchant profiles, and per-merchant transaction history
siddharthd
pushed to
main
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siddharthd/finance-app
2026-03-09 23:59:14 +11:00
2a10450c3e
feat(analytics): replace charts with category trend lines, Pareto chart, and cumulative spend
siddharthd
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siddharthd/finance-app
2026-03-09 23:37:31 +11:00
e72d3ad9e5
feat(categories): add home_goods and home_maintenance categories
siddharthd
pushed to
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siddharthd/finance-app
2026-03-09 23:12:22 +11:00
a7461ff83b
docs: replace boilerplate README with full data model and architecture reference
c1d031511a
feat(insights): committed/discretionary chart, recurring charge detection, fees & interest audit
7379437cc3
feat(statements): add bank/type/owner/year filters and row numbering
8bd7d77a8a
fix(statements): owner assignment dropdown, fix Wise CC false positive, remove amount label
Compare 4 commits »
siddharthd
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siddharthd/finance-app
2026-03-09 12:03:42 +11:00
f90ba332bd
feat(statements): table layout + statement-scoped transaction view
siddharthd
pushed to
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siddharthd/finance-app
2026-03-08 21:06:16 +11:00
e3aa17acdd
fix(analytics): cast tx.amount to Number before formatting (PG returns string)
siddharthd
pushed to
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siddharthd/finance-app
2026-03-08 21:03:55 +11:00
1eff0f9337
fix(analytics): use React.Fragment with key for expandable category rows
siddharthd
pushed to
main
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siddharthd/finance-app
2026-03-08 20:54:02 +11:00
3cf67f6e2a
feat(analytics): stacked category chart, savings rate line, expandable rows
90d8db4abe
chore: add migration 0007 for amount_aud + exchange_rate_to_aud columns
d1a0eedf03
feat(analytics): cashflow view with income/investment/net — split-adjusted + multi-currency
5dbeb0cb87
chore: commit previously untracked runtime files (splits, auth, participants, shared)
30a7857d13
feat(analytics): replace budget page with spending analytics + split-adjusted amounts
Compare 5 commits »
siddharthd
pushed to
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siddharthd/finance-app
2026-03-08 17:24:06 +11:00
1e79ada6d8
feat(finance): implement Shared Expenses page
siddharthd
pushed to
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siddharthd/finance-app
2026-03-08 17:09:59 +11:00
be85822cc7
merge: Phase 5 (Rules Engine) + Phase 6 (Budget & Analytics)
d455738732
feat(finance): Phase 6 — Budget & Analytics
31cffbe1bb
feat(finance): Phase 5 — Rules Engine
93450f7caa
feat(finance): Phase 4 — Tags
Compare 4 commits »
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