Releases: maybe-finance/maybe
v0.2.0
Plaid Integration + Multi-currency Investment Portfolio Support
We have completed the first pass at our fully automated bank syncing with Plaid on our hosted version of the app!
Automated bank syncing is a huge milestone for the app and includes many UI improvements, accuracy improvements, and bug fixes:
- Editing transactions is now much smoother
- Account history can be calculated chronologically and reverse-chronologically (required for Plaid accounts)
- Multi-currency investment accounts are now available
- Investment accounts now properly calculate "brokerage cash" vs. "holdings value" and break this out clearly in the view
- Investment accounts calculate cost basis more accurately
Can I self-host Plaid?
As an open-source project, self-hosters are more than welcome to configure (and pay for) their own Plaid accounts. You can see the .env.example file for the required api keys that need to be provided to the app.
That said, due to the complexity around OAuth, Plaid's pricing structure, and costs associated with a personal Plaid subscription, we will not be officially supporting this setup. The hosted version of our app has full Plaid support and is our recommended way to get access to automated bank syncing (more invites coming soon!).
What's Changed
- Fix registration fails silently when there are errors by @tonyvince in #1455
- Adds a common DE date format by @sbehrends in #1445
- Basic Plaid Integration by @zachgoll in #1433
- Make encryption config optional for self hosting users by @zachgoll in #1476
- Allow custom column separator for CSV parsing in uploads controller by @acflint in #1470
- Fix transfers and form currencies by @zachgoll in #1477
- Don't refresh page when transaction details are edited by @zachgoll in #1479
- Add post-sync UI stream updates by @zachgoll in #1482
- Calculates trend based on previous transaction's balance on the same date by @nicogaldamez in #1483
- Replaced Native Scrollbars with Tailwind Scrollbars on Windows by @jestinjoshi in #1493
- Fix bug: Loan % doesn't allow exact rate by @arsenstorm in #1492
- Fix Account Disabling UI by @arsenstorm in #1491
- Feature: Add support for customized synth URL from env variable by @Evlos in #1490
- Synth error handling by @Shpigford in #1502
- Updated usage check threshold to 100pc instead of 1 by @nikhilbadyal in #1504
- Improve account transaction, trade, and valuation editing and sync experience by @zachgoll in #1506
- Handle invalid API key by @nikhilbadyal in #1515
- Plaid portfolio sync algorithm and calculation improvements by @zachgoll in #1526
- Plaid sync tests and multi-currency investment support by @zachgoll in #1531
New Contributors
- @sbehrends made their first contribution in #1445
- @acflint made their first contribution in #1470
- @Evlos made their first contribution in #1490
- @nikhilbadyal made their first contribution in #1504
Full Changelog: v0.1.0...v0.2.0
Contributors
Assets 2
v0.2.0-alpha.2
Activity View
Alongside several bug fixes, this pre-release comes with a brand new "Activity View" based on tons of user feedback. This new activity view allows you to see the chronological updates of each account all in one place. In addition, it should how each transaction and balance update affects the overall historical balance on the account. You can see it in action below:
CleanShot.2024-11-08.at.15.00.03.mp4
What's Changed
- Remove dependency on stock exchange table by @Shpigford in #1368
- fix bulk action bar positioning by @gariasf in #1370
- Stock filter by @Shpigford in #1376
- Remove missing prices issue by @zachgoll in #1390
- First pass at security price reference by @Shpigford in #1388
- Initial pass at Synth-based ticker selection by @Shpigford in #1392
- Groundwork for security info by @Shpigford in #1396
- Adds condition to skip link to transaction form if it's not editable by @nicogaldamez in #1394
- Do not include income transactions in liability accounts for savings rate by @tonyvince in #1385
- Auto naming of Transfer Transaction by @Harry-kp in #1393
- Family invites by @Shpigford in #1397
- En translation fix by @alekseyp in #1401
- Account Activity View + Account Forms by @zachgoll in #1406
- Fix account names are not truncated properly by @tonyvince in #1431
- Exclude inactive accounts from net-worth calculation and from sidebar by @tonyvince in #1432
- Fix timeframe dropdown next to Portfolio by @tonyvince in #1434
- Skip account valuation on entry balance_after_entry by @bruno-costanzo in #1435
- Fix duplicate invites by @tonyvince in #1437
New Contributors
Full Changelog: v0.2.0-alpha.1...v0.2.0-alpha.2
Contributors
Assets 2
v0.2.0-alpha.1
Improved Account Flows + Onboarding
With this release, we kick off work towards v0.2.0, which will add a basic bank provider integration (Plaid)!
In this release, we've added onboarding to the app so that users can select all of their preferences along with much simpler and intuitive account addition flows.
Here's a quick demo of how easy it is to get started with Maybe!
CleanShot.2024-10-25.at.09.44.35.mp4
What's Changed
- Add period to value delete modal by @ahatzz11 in #1297
- Add BiomeJS for Linting and Formatting JavaScript relates to #1295 by @oxdev03 in #1299
- Accounts in sidebar should be ordered the same as in the accounts summary page by @tonyvince in #1318
- add dashboard account pill tooltips by @gariasf in #1315
- Redirect upload step by @enderahmetyurt in #1323
- Impersonation by @Shpigford in #1325
- Rework account views and addition flow by @zachgoll in #1324
- Basic account onboarding by @zachgoll in #1328
- Fixes issue with mapping values during the transactions import by @nicogaldamez in #1327
- Stock Exchanges with seed by @Shpigford in #1351
- User Onboarding + Bug Fixes by @zachgoll in #1352
- Beta Testing Round 3 Bug Fixes by @zachgoll in #1357
- Add good job dashboard with auth by @zachgoll in #1364
- Stock imports by @Shpigford in #1363
- Feature | Filter on uncategorized transactions by @bruno-costanzo in #1359
New Contributors
- @oxdev03 made their first contribution in #1299
- @enderahmetyurt made their first contribution in #1323
- @nicogaldamez made their first contribution in #1327
- @bruno-costanzo made their first contribution in #1359
Full Changelog: v0.1.0...v0.2.0-alpha.1
Contributors
Assets 2
v0.1.0
We're live! 🌮 🥳
After hundreds of contributors and hundreds of thousands of lines of code, v0.1.0 is here!
This release comes with a TON of bug fixes and marks the launch of "hosted" Maybe. We've still got a ton of work ahead, but we're excited to release our first production-ready version of Maybe.
We're currently in a private, invite-only alpha. Be sure to join our Discord for announcements when new spots become available!
In this first version, you can:
- Add all of your accounts
- Import accounts, transactions, and trades by CSV
- See your net worth, total spending, and total income
- Manage transactions (categories, tags, notes)
- Manage investment portfolios (buys, sells, deposits, withdrawals)
After we incorporate all the feedback coming in, our hosted app will be introducing automated bank syncing!
What's Changed
- Hide currency for transfers by @zachgoll in #1260
- Hide infinity trend percentage changes by @zachgoll in #1261
- Finalize other assets and liabilities view by @zachgoll in #1264
- Intercom integration by @Shpigford in #1267
- Add empty states to account summary page by @zachgoll in #1265
- Billing by @Shpigford in #1269
- Add loan and credit card views by @zachgoll in #1268
- Set 3000 as the default web port by @alagos in #1215
- Fix account pill on dashboard by @zachgoll in #1270
- Early access by @Shpigford in #1272
- Basic trade and holdings view by @zachgoll in #1271
- Link to CSV imports by @zachgoll in #1273
- Bug fixes for specialized account pages by @zachgoll in #1275
- Fix currency formatting for 0 values by @zachgoll in #1276
- Fix group trend color by @zachgoll in #1277
- fix: use correct delimiter on credit card zero values by @gariasf in #1280
- fix: amend inputs on loan, c.c., vehicle, and property partials by @gariasf in #1281
- Better import instructions, remove ambiguous field by @zachgoll in #1284
- Allow inline account creation when importing CSV by @zachgoll in #1291
- Minor improvements to categories & changelog pages by @arsenstorm in #1274
- Handle market holidays during holding sync by @zachgoll in #1292
- fix: default value if user's name isn't set by @ajmeese7 in #1262
- Add additional subtypes, add None option, prefill edit with previously selected option. by @ahatzz11 in #1286
New Contributors
- @gariasf made their first contribution in #1280
- @arsenstorm made their first contribution in #1274
- @ajmeese7 made their first contribution in #1262
- @ahatzz11 made their first contribution in #1286
Full Changelog: v0.1.0-alpha.18...v0.1.0
Contributors
Assets 2
v0.1.0-alpha.18
CSV Imports
We've made some big updates for the CSV imports feature 🌮 🎉
You can now import transactions, trades, accounts, and even an old Mint export!
Here's a quick demo that shows how it all works:
CleanShot.2024-09-30.at.17.44.58.mp4
In addition to the CSV imports, we have several app stability fixes and improvements such as:
EURcurrencies and dates are now formatted correctly based on user locale- The transactions page now has a completed list of filters so you can find your transactions easier
What's Changed
- Fix styles on import modal by @zachgoll in #1188
- Add error handling for vehicle and property account creation by @tonyvince in #1179
- Finish remaining transaction filters by @zachgoll in #1189
- Finalize transaction drawer, simplify money form helpers by @zachgoll in #1191
- Finalize profile settings page for v0.2.0-alpha by @zachgoll in #1194
- Fix: Escape button not being handled on settings pages by @jestinjoshi in #1210
- CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) by @zachgoll in #1209
- Sort currencies by name as a second order by @alagos in #1216
- Fix incorrect partial sync balance generation by @zachgoll in #1223
- Fix import migration by @zachgoll in #1227
- Add Synth provider to self host setting page by @zachgoll in #1230
- Allow users to set preferred locale in settings and provide basic date and time localization support by @zachgoll in #1226
- Add formatting for EUR locales by @zachgoll in #1231
- Use DB for auth sessions by @zachgoll in #1233
- Fix signage on transaction imports by @zachgoll in #1236
- Add tag filtering by @zachgoll in #1240
- Handle missing weekend stock prices in sync process by @zachgoll in #1242
New Contributors
Full Changelog: v0.1.0-alpha.17...v0.1.0-alpha.18
Contributors
Assets 2
v0.1.0-alpha.17
Self Hosted Maybe Instances can now block new registrations
This release comes with tons of little UI improvements, bug fixes, and most importantly, the ability to block user registrations on your self hosted Maybe instance! 🎉
Big S/O to @tonyvince for getting this implemented. Here's a quick demo of how you can block signups to your instance with invite codes:
CleanShot.2024-09-13.at.16.26.56.mp4
What's Changed
- Fix unable to create Deposit entries in investment portfolio by @tonyvince in #1125
- Fix account sync when prices missing by @tonyvince in #1127
- Fix account transaction form resetting amount to 0 by @zachgoll in #1133
- Fix merchants color picker by @zachgoll in #1134
- Categories, tags, merchants, and menus improvements by @zachgoll in #1135
- Remove unused settings temporarily by @zachgoll in #1136
- Feedback page by @zachgoll in #1160
- Fix valuation frame issue by @zachgoll in #1162
- Consolidate transaction menu items by @zachgoll in #1164
- Update empty account states on dashboard by @zachgoll in #1166
- Fix: When transaction drawer closed, turbo frame renders below main content by @jestinjoshi in #1167
- Add setting to disable new user registration on self-hosted instances by @tonyvince in #1163
- Fix guide text from "register" to "create an account" by @vallezw in #1168
- Add sync status and errors to account settings page by @zachgoll in #1169
- Fix missing sync_all_button partial by @tonyvince in #1172
- Omit trend if zero in sidebar by @zachgoll in #1173
- Support multi-currency transfers by @zachgoll in #1175
- Allow partial investment quantities by @zachgoll in #1174
- Transaction page design fixes by @zachgoll in #1176
- Add basic self hosted onboarding by @zachgoll in #1177
New Contributors
- @jestinjoshi made their first contribution in #1167
- @vallezw made their first contribution in #1168
Full Changelog: v0.1.0-alpha.16...v0.1.0-alpha.17
Contributors
Assets 2
v0.1.0-alpha.16
This week's release comes with a variety of bug fixes and improvements to the UI.
Additionally, users can now input details for their property and vehicle accounts as shown in the video below. In the near future, Maybe will support data providers related to the "valuation" of properties and vehicles (i.e. Zillow, KBB). We will use the information from user accounts to automatically fetch estimated market values for these assets which will then be added periodically as "Valuations" in the value tab of each account. This will then show up in the history graph for the account balance.
CleanShot.2024-08-23.at.10.37.04.mp4
What's Changed
- Refactor: Allow other import files by @pedrocarmona in #1099
- Bump sentry-ruby from 5.18.2 to 5.19.0 by @dependabot in #1108
- Bump stimulus-rails from 1.3.3 to 1.3.4 by @dependabot in #1106
- Bump aws-sdk-s3 from 1.157.0 to 1.158.0 by @dependabot in #1105
- Bump ruby-lsp-rails from 0.3.12 to 0.3.13 by @dependabot in #1107
- Bump propshaft from 0.9.0 to 0.9.1 by @dependabot in #1104
- Bump good_job from 4.1.1 to 4.2.0 by @dependabot in #1102
- Bump tailwindcss-rails from 2.7.2 to 2.7.3 by @dependabot in #1103
- Fix query when account has zero income and expense by @zachgoll in #1112
- Fix holding name error by @zachgoll in #1113
- Add Property Details View by @zachgoll in #1116
- Basic Vehicle View by @zachgoll in #1117
- Rubocop updates by @zachgoll in #1118
- Fix file upload UI opening twice by @zachgoll in #1119
Full Changelog: v0.1.0-alpha.15...v0.1.0-alpha.16
Contributors
Assets 2
v0.1.0-alpha.15
This week, we released the first version of an issue tracking system directly within the Maybe app!
Why?
As an open-source personal finance app, Maybe has a much larger "self service" component than most applications. While we're in the early days, the goal is to support a global user base, which means we have to support a lot of data providers.
Each data provider comes with its own set of nuances and errors that can be challenging to debug; especially for our small team that doesn't have access to your self hosted configuration. When things go wrong, there are a handful of possible causes.
In order to combat this, the v0.1.0-alpha.15 release introduces a "self resolution" issue tracking system. The video below demonstrates how a user who has incorrectly configured their exchange rates provider can identify, diagnose, and fix the issue all within the Maybe app:
CleanShot.2024-08-16.at.10.42.20.mp4
What's Changed
- Deposit, Withdrawal, and Interest Transactions for Investment View by @zachgoll in #1075
- Bump tailwindcss-rails from 2.6.5 to 2.7.2 by @dependabot in #1078
- Bump bootsnap from 1.18.3 to 1.18.4 by @dependabot in #1079
- Bump ruby-lsp-rails from 0.3.11 to 0.3.12 by @dependabot in #1081
- Refactor: Use native error i18n lookup by @pedrocarmona in #1076
- Bump rails from
43530b4tof6d62b5by @dependabot in #1083 - Fix: i18n symbol typo by @pedrocarmona in #1085
- Bump ruby from 3.3.1 to 3.3.4 by @Cluster444 in #1084
- Fix for invalid accountable data by @zachgoll in #1086
- add pagination to account transactions list by @code-constructor in #1095
- Account Issue Model and Resolution Flow + Troubleshooting guides by @zachgoll in #1090
- Add support for different column separator in csv import logic by @code-constructor in #1096
- Improved UI warning states for holdings with missing data by @zachgoll in #1098
New Contributors
- @pedrocarmona made their first contribution in #1076
- @Cluster444 made their first contribution in #1084
- @code-constructor made their first contribution in #1095
Full Changelog: v0.1.0-alpha.14...v0.1.0-alpha.15
Contributors
Assets 2
v0.1.0-alpha.14
Basic investment portfolios are here! 🥳
While we're still in the very early days for investment accounts, this week capped off some really important additions to the investment account page view.
Users can now:
- See a breakdown of their cash + holdings balance in a tooltip
- Add buy/sell investment trades that will automatically sync and rebuild their portfolio and historical graph
Moving forward, we'll be refining and adding to the investment portfolio feature and complementing it with troubleshooting guides so you know exactly what's causing any discrepancies between Maybe's calculations and your brokerage's calculations.
CleanShot.2024-08-09.at.10.25.34.mp4
What's Changed
- Bump tailwindcss-rails from 2.6.4 to 2.6.5 by @dependabot in #1058
- Bump faraday from 2.10.0 to 2.10.1 by @dependabot in #1055
- Bump erb_lint from 0.5.0 to 0.6.0 by @dependabot in #1057
- Bump aws-sdk-s3 from 1.156.0 to 1.157.0 by @dependabot in #1054
- Bump good_job from 4.1.0 to 4.1.1 by @dependabot in #1053
- Bump pagy from 9.0.3 to 9.0.5 by @dependabot in #1056
- Bump rails from
5cb5cadto43530b4by @dependabot in #1059 - Add source headers to Synth calls by @zachgoll in #1062
- Add stimulus tooltip controller by @tonyvince in #1065
- Fetch exchange rates in bulk from synth by @tonyvince in #1069
- Fix minitest assert_nil warning by @tonyvince in #1070
- Allow user to add buy and sell trade transactions for investment accounts by @zachgoll in #1066
- Temp fix for missing accountables on self hosted instances by @zachgoll in #1071
Full Changelog: v0.1.0-alpha.13...v0.1.0-alpha.14
Contributors
Assets 2
v0.1.0-alpha.13
Coming off the back of last week's release which introduced basic investment portfolio views and the ability to sync investment holdings, this week's release introduces full support for stock prices with the Synth API! (which has a generous free tier to get started)
This means that investment account views can now properly calculate and show an aggregated market value of all the investments in it and gracefully handle missing stock prices.
In a future release, users will have full control to create buy & sell trades, manage their investment portfolio, and see total returns over various time periods alongside their historical value graph.
CleanShot.2024-08-02.at.16.42.42.mp4
What's Changed
- Fix: Omit layout for turbo frames with custom sidebar layout by @pranavbabu in #1024
- fix: long emails overflow in account menu dropdown by @MikhailWahib in #1034
- Fix demo data reset by @tonyvince in #1041
- Ensure transfer name is populated by @zachgoll in #1042
- Add security prices provider (Synth integration) by @zachgoll in #1039
- Show cash + holdings value for investment account view by @zachgoll in #1046
New Contributors
- @pranavbabu made their first contribution in #1024
- @MikhailWahib made their first contribution in #1034
Full Changelog: v0.1.0-alpha.12...v0.1.0-alpha.13
