π Zerosum v1.3.0 β Hold for Next Month + Dynamic Refill Cap
π₯ Hold for Next Month
-
Budget a month ahead β hold income you receive this month so it appears in next month's Ready to Budget instead
-
Manual hold β click the Ready to Budget card, switch to the Hold tab, enter any amount, and click Hold
-
Auto-hold income β toggle to automatically hold new paychecks and deposits as they arrive. Only this month's income is held, not carryover
-
Status at a glance β a pill below Ready to Budget shows what's held and for which month, with a quick Release button
-
Full undo support β Cmd/Ctrl+Z reverses any hold, release, or auto-hold toggle
π° Quick Assign from Ready to Budget
-
Assign tab β click the Ready to Budget card to fund a category directly β pick a category, enter an amount, done. No scrolling through the budget table
-
Works everywhere β header card and side panel, including mobile
π― SET_ASIDE Available Cap (Dynamic Refill)
-
Cap your category balance β SET_ASIDE goals with weekly, biweekly, or monthly cadence can now set a maximum available balance. Once the category reaches the cap, the goal stops asking for more
-
Goal repeat limit β increased from 3 years to 5 years for repeating goals
π Other Changes
-
Persist transaction filters β your selected filters now survive page navigation
-
3/4/5 year recurring frequency β new options for long-cycle recurring transactions
-
Analytics fix β refunds show as negative expenses in income vs expense report
-
Help center β new articles for Hold for Next Month and quick assign