Product
Current: v1.0.8Release Notes
A full record of what ships with every version of BudgetFLEX™.
New Features
- Extend Recurring — Generate up to 3 future years of recurring transactions from the Add Transaction menu. Review and deselect items before generating. Enforces a 3-year maximum forecast window and skips duplicates.
- Forecasted data indicators — Spend Analysis shows a “Today” reference line with future month shading. P&L and Income Statement shade future columns with a forecasted legend. Balance Sheet shows “Includes current year forecasted balances” under Net Worth.
- Balance Sheet info tooltips — ? badges on Net Worth, Total Assets, Physical Assets, Total Liabilities, and Liquidity Ratio with inline definitions.
- Dynamic year dropdowns — P&L and Spend Analysis only show years with actual transaction data.
- Font scaling — Font size preference slider now applies consistently across all screens, modals, and tables.
Bug Fixes
- P&L expense double-counting: P&L is now cash-basis — credit card charges are excluded, eliminating duplicate expense counting.
- Balance Sheet net worth inconsistency: Net worth now matches between Balance Sheet and Dashboard using consistent balance fields.
- Future-year recurring exclusion: Generating 2027+ recurring transactions no longer inflates current Balance Sheet values.
- P&L horizontal scrollbar: Now anchored to the bottom of the window instead of buried below table content.
- macOS window reopen crash: Fixed blank screen when reopening from the Dock after closing all windows.
- Large font modal overflow: Recurring update modal now wraps buttons and scales body text correctly at all font sizes.
What's Coming
We ship on a regular cadence. Here's a look at what's next.
Small Business Finances
Track a small business alongside your personal finances: separate business accounts, customer invoicing and payment tracking, deductible expense tagging, and profit & loss reporting built for Schedule C season.
Cross-Device Sync
Optional encrypted sync so your data follows you between your Macs. Your data stays encrypted end-to-end — we never see it.
Mobile Companion
A companion app for iOS and Android is in early planning. Check balances, log transactions, and stay on top of budgets on the go.
Timelines are not published. Features ship when they're ready.