Commit Graph

103 Commits

Author SHA1 Message Date
Andrew Lalis 408d5e415d Added export to file button with CSV support. 2024-07-20 14:57:34 -04:00
Andrew Lalis 3908515ca4 Set version to 1.17.0 2024-07-12 22:10:54 -04:00
Andrew Lalis b74119a233 Added credit limit and general purpose credit card properties to only credit card accounts. 2024-07-12 22:08:09 -04:00
Andrew Lalis 2abbd6ca43 Set version to 1.16.0 2024-07-10 17:06:20 -04:00
Andrew Lalis f23d2c85a9 Added updates to use and show asset value of brokerage accounts. 2024-07-10 17:05:02 -04:00
Andrew Lalis ec6bc83353 Added saved queries to the SQL Console page. 2024-07-10 14:35:59 -04:00
Andrew Lalis feda2e1897 Add balance record "type" attribute, for cash and assets. 2024-07-10 08:45:30 -04:00
Andrew Lalis d4bd5cc6ec Add help page for the SQL console. 2024-07-09 20:04:11 -04:00
Andrew Lalis ea94f09702 Added SQL Console View. 2024-07-09 19:50:41 -04:00
Andrew Lalis 411f384775 Removed most fancy search features for now while I add an SQL console. 2024-07-09 18:40:58 -04:00
Andrew Lalis 72d624afdc Refactored searches into a tab thing, not sure whether I like it though. 2024-07-09 13:39:41 -04:00
Andrew Lalis 2dbb3d944d Add experimental "Advanced Search" features, may incorporate into the main search interface yet... 2024-07-08 22:52:45 -04:00
Andrew Lalis a88ebc8e13 Set version to 1.15.0 2024-06-09 20:13:06 -04:00
Andrew Lalis a3558b33e6 Set version to 1.14.0 2024-06-03 20:43:43 -04:00
Andrew Lalis 4cf95dba85 Set version to 1.13.0 2024-05-31 13:10:02 -04:00
Andrew Lalis 1898783c56 Added total spent amount to vendor page, and added analytics method to get total vendor spend. 2024-05-31 13:08:29 -04:00
Andrew Lalis 20eed2108f Set version to 1.12.1, and fixed false positive with duplicate detection when editing existing transactions. 2024-05-30 16:04:54 -04:00
Andrew Lalis e4783e5a47 Added check for duplicate transactions, id-exact-match search for transactions, and some cleanup. Updated to version 1.12.0. 2024-05-30 15:51:00 -04:00
Andrew Lalis 8f5ff09891 Set version to 1.11.0 2024-02-28 12:44:40 -05:00
Andrew Lalis a9cdc6c41e Added label for confirming line items total, and for setting amount equal to the line items total. 2024-02-20 17:17:21 -05:00
Andrew Lalis d85ff6676e Set version to 1.10.0 2024-02-11 08:50:10 -05:00
Andrew Lalis 7f65466d6d Refactored the account-view.fxml and associated stuff to include the account's description. 2024-02-11 08:48:46 -05:00
Andrew Lalis b52148fd3b Set to version 1.9.0 2024-02-09 13:53:51 -05:00
Andrew Lalis 41530d5276 Added the ability to add, edit, and remove transaction line items. 2024-02-09 12:21:06 -05:00
Andrew Lalis 5cc789419c Set version 1.8.0 2024-02-08 11:34:03 -05:00
Andrew Lalis 5c1036b72f Cleaned up some formatting. 2024-02-08 11:29:22 -05:00
Andrew Lalis 5a339cbee6 Add new "Brokerage" account type, and add more convenience for getting total assets. 2024-02-08 09:06:07 -05:00
Andrew Lalis d43c61d6ee Update version to 1.7.1 2024-02-07 09:09:30 -05:00
Andrew Lalis 6bafd06fc0 Added historical balance checker and cleaned up actions layout on account page. 2024-02-07 09:05:50 -05:00
Andrew Lalis 104de66a66 Added padding to dashboard modules, set version to 1.7.0 2024-02-06 18:01:26 -05:00
Andrew Lalis 807259b2a5 Update to 1.6.1 2024-02-06 09:18:03 -05:00
Andrew Lalis 970ca46ef6 Cleaned up account history, improved transaction tiles in dashboard and transactions list, and fixed small bug in balance record validation. 2024-02-06 09:16:12 -05:00
Andrew Lalis 7d50b12a4f Added functionality for an !exclude tag. 2024-02-05 15:22:26 -05:00
Andrew Lalis 2237293eda Updated to version 1.6.0 2024-02-05 11:47:06 -05:00
Andrew Lalis c00a4b65bb Added documentation to the adding-a-transaction.fxml help page. 2024-02-04 12:52:08 -05:00
Andrew Lalis f9a0fea9ab Added dashboard page and initial account and transaction modules. 2024-02-04 12:35:59 -05:00
Andrew Lalis 396fd122a8 Added migration info to README.md, and added ability to insert default categories into existing perfin profiles. 2024-02-03 23:27:23 -05:00
Andrew Lalis 0fe451029d Update to version 1.5.0 2024-02-03 23:07:19 -05:00
Andrew Lalis 8f36380e21 Refactored account history. 2024-02-03 22:59:29 -05:00
Andrew Lalis 85627fb8ad Added basic query building mechanic for dynamic searching. 2024-02-02 12:42:11 -05:00
Andrew Lalis 90ec1e9b09 Added thing to load default categories from a JSON file. 2024-02-02 09:22:46 -05:00
Andrew Lalis eefbb1c09b Compacted the amount and currency fields. 2024-01-31 11:21:54 -05:00
Andrew Lalis 39794e36a2 Added tags view, and cleaned up some other parts of the app. 2024-01-31 11:05:09 -05:00
Andrew Lalis aaa1081ddf Added category view and editor. 2024-01-31 10:16:53 -05:00
Andrew Lalis 77291ba724 Added pages for viewing and editing vendors, and refactored validation to support async validators. 2024-01-30 21:54:34 -05:00
Andrew Lalis ae2713dbd0 Added hyperlinks for entity management pages. 2024-01-30 17:04:31 -05:00
Andrew Lalis 1cdadc9fc4 Added default transaction categories. 2024-01-29 14:08:42 -05:00
Andrew Lalis b9678313bf Added ability to edit tags, vendor, and category of a transaction. 2024-01-29 14:01:49 -05:00
Andrew Lalis b783234794 Added M001_AddTransactionProperties.sql migration and schema updates. 2024-01-18 08:53:25 -05:00
Andrew Lalis 2d2ddeb8f2 Updated to version 1.4.0 2024-01-13 12:55:40 -05:00