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Changelog

New updates and improvements to Allocate. Follow along as we build the best personal finance app.

1.5.0January 12, 2026

Dashboard Overhaul & Performance

Major performance improvements, new features, and comprehensive bug fixes across the entire app.

  • NewAdded bulk transaction operations - select multiple, bulk categorize/delete
  • NewAdded advanced transaction filters - date range and amount range
  • NewAdded PDF export for transactions alongside CSV
  • NewAdded agenda/list view toggle for Schedules calendar
  • NewAdded auto-detect subscriptions feature in Schedules
  • NewAdded first-time user onboarding wizard with guided setup
  • NewAdded real notifications for upcoming bills and goal progress
  • ImprovedParallelized dashboard database queries - 300-500ms faster load times
  • ImprovedRedesigned Budgeting Overview page with clearer layout
  • ImprovedImproved chart tooltips with proper contrast and readability
  • ImprovedAdded responsive mobile improvements across all pages
  • ImprovedReplaced hardcoded chart colors with CSS variables for theming
  • ImprovedAdded illustrated empty states with actionable CTAs
  • FixedFixed savings rate showing extreme values like -2009%
  • FixedFixed category budget filtering - now shows all expense categories
  • FixedFixed Y-axis formatter for negative numbers in charts
  • FixedFixed calendar item text truncation in Schedules
  • FixedFixed mobile bottom nav overlap with page content
  • FixedRemoved console.log statements from production code
  • DesignStandardized button border radius to rounded-lg
  • DesignUpdated hero section with semantic color tokens
  • DesignAdded dynamic copyright year to footer
  • SecurityAdded missing loading/error boundaries for all routes
1.4.0January 3, 2026

Mobile Experience & Polish

Major mobile improvements and design consistency updates across the entire app.

  • NewAdded mobile bottom navigation bar for easier one-thumb access
  • NewAdded pagination to transactions list with page size options
  • NewAdded starter categories for new users to quickly get started
  • ImprovedReplaced emoji icons with proper SVG merchant icons
  • ImprovedFixed mobile responsiveness on all grid layouts
  • ImprovedMoved hardcoded colors to CSS variables for theming support
  • FixedFixed category dropdown being clipped in transactions table
  • FixedFixed dropdown overflow issues on accounts page
1.3.0December 28, 2025

BNPL Tracker & SEO

Track your Buy Now Pay Later plans and improved search engine visibility.

  • NewNew BNPL Tracker page to manage Afterpay, Klarna, Affirm plans
  • NewAdded provider logos and sparkline progress charts
  • NewAdded dynamic sitemap.xml and robots.txt for SEO
  • NewAdded JSON-LD structured data for rich search results
  • ImprovedAdded page-level metadata to all public pages
  • ImprovedAdded FAQ schema to pricing and help pages
  • DatabaseCreated BNPL plans table with payment schedules
1.2.0December 21, 2025

Dashboard Enhancements

Improved budgeting, cashflow, and transactions pages with new visualizations.

  • NewAdded drag-to-reschedule on schedules calendar
  • NewAdded payment reminders with configurable timeframes
  • NewAdded balance history modal for accounts
  • ImprovedEnhanced budgeting page with progress indicators
  • ImprovedImproved cashflow projections with better charts
  • FixedFixed grammar issues (1 accounts → 1 account)
  • DesignStandardized color scheme across all dashboard pages
1.1.0December 14, 2025

Rules Engine & Categories

Automate transaction categorization with powerful rules.

  • NewNew Rules page to auto-categorize transactions
  • NewSupport for merchant name, amount, and date-based rules
  • NewBulk apply rules to existing transactions
  • ImprovedSmart category suggestions based on merchant name
  • DatabaseAdded rules table with conditions and actions
  • SecurityAdded Row Level Security policies for rules
1.0.0December 1, 2025

Initial Release

The first public release of Allocate - your personal finance companion.

  • NewDashboard with accounts, transactions, and categories
  • NewMultiple budgeting styles: 50/30/20, Zero-Based, Envelope
  • NewGoals tracking with visual progress indicators
  • NewDebt payoff calculator with snowball/avalanche methods
  • NewNet worth tracking over time
  • NewStripe integration for Pro subscriptions
  • SecuritySupabase authentication with email/password
  • DatabaseFull database schema with RLS policies

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