olubalance

olubalance is a personal finance tool to balance and reconcile your bank accounts

MIT License

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olubalance - Release 1.2.2

Published by odinsride over 5 years ago

olubalance v1.2.2 - 2019-05-19

Fixed

  • User registration issues have been fixed (#35)
  • Transaction attachments will now be renamed to {{trx_date}}_{{description}}.{{extension}}
olubalance - Release 1.2.1

Published by odinsride over 5 years ago

olubalance v1.2.1 - 2019-02-24

Fixed

  • Transaction attachments were not receiving the transaction ID in the filename. This has been corrected.
  • Downgraded bundler to 1.16.2 due to deployment errors
olubalance - Release 1.2.0

Published by odinsride over 5 years ago

olubalance v1.2.0 - 2019-02-24

Added

  • Accounts can be deactivated, which hides them from the main account list. Inactive accounts can be found from the user menu and reactivated at any time. This provides a non-destructive method of archiving an account for historical purposes. Deleting accounts is no longer possible from the UI.
  • A new field has been added to allow storing the last 4 digits of the account number along with an account. This can be helpful for quickly identifying an account by number.
  • Transaction search based on the description field has been added.
  • Account-level attachments have been added. An account may have many attachments. This is useful for storing account statements and correspondence in one location.
  • Transaction autocomplete has been enabled in the description field. Autocomplete sources from a unique list of all transaction descriptions for the particular account.

Changed

  • Attachments for transactions are now renamed at upload to be formatted as (trx_id)_(description)_(trx_date).(extension)
  • Attachment links will direct to an https URL
  • Ruby version updated to 2.5.1
  • Rails version updated to 5.2.2

Fixed

  • Account deletion removed, but deactivation will now deactivate the proper account.
  • When editing a transaction on page N of the transaction list, after clicking update or cancel you will now be redirected back to page N instead of page 1.
  • Account name should display better from the transaction list on mobile.

Gem Changes

  • sass-rails gem replaced with sassc-rails
  • pg gem updated to 1.1.4
  • puma gem updated to 3.12.0
  • aws-sdk gem replaced with aws-sdk-s3

[v1.2.0] will be the final feature release of olubalance as a pure Rails app. Going forward, olubalance will function as Rails API with a Vue.js frontend.

olubalance - Release 1.1.3

Published by odinsride about 6 years ago

olubalance v1.1.3 - 2018-08-19

Fixed

  • Fixed issue with local user Time Zone. Users are now required to set their local timezone, and all dates within the application front end will reflect this timezone setting.
olubalance - Release 1.1.2

Published by odinsride about 6 years ago

olubalance v1.1.2 - 2018-08-19

Fixed

  • Fixed issue with Transaction datepicker not loading
olubalance - Release 1.1.1

Published by odinsride about 6 years ago

olubalance v1.1.1 - 2018-07-25

Fixed

  • Remove unnecessary devise controllers that were causing problems with deployment
olubalance - Release 1.1.0

Published by odinsride about 6 years ago

olubalance v1.1.0 - 2018-07-24

Added

  • Major overhaul of the user interface using Material Design
  • Better support for Mobile devices

Changed

  • Pagination looks nicer
  • First and Last Name added to user registration
olubalance - 1.0.2

Published by odinsride about 6 years ago

Transaction attachments have been added.

olubalance - Release 1.0.1

Published by odinsride over 6 years ago

Fixed a typo on the homepage.

olubalance - Release 1.0.0

Published by odinsride over 6 years ago

olubalance 1.0.0 is our initial release which has basic functionality for users to do the following:

  • User signup and login
  • Create, edit, and delete accounts
  • Create, edit, and delete transactions within each account
  • Transaction table pagination (default 25 rows per page)
  • Running balance calculated at the transaction level
  • Account balance will be updated automatically after user operations on transactions
  • Account overview with list of all accounts and balances for each
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