Zerosum
Zerosum

πŸš€ Zerosum v1.3.9 β€” Sortable Transactions & Smarter Auto-Budget

✨ Column Sorting

  • Sort any column β€” click a column header (Date, Payee, Category, Outflow, Inflow, Status) to sort ascending or descending. Your sort preference is saved between sessions.

  • Running balance protection β€” the balance column automatically hides when sorting by anything other than date (newest first), since running totals only make sense in chronological order. Re-enable it anytime from the View menu.

✨ Redesigned Transaction Filters

  • Inline filter triggers β€” filter by Date, Accounts, Categories, and Payees directly from the toolbar. Each filter highlights when active and has its own clear button. No more opening a popover to see what's filtered.

  • New Payee filter β€” filter transactions by payee, same as you can already filter by category or account.

  • View menu β€” Show Reconciled, Show Scheduled, and Running Balance toggles are now grouped under a single View button, separate from data filters.

  • Improved export dialog β€” shows how many transactions will be exported and which filters are active. Includes the Balance column in the CSV when running balance is on.

✨ Auto-Budget in Side Panel

  • Contextual auto-budget β€” the auto-budget button has moved from the top header into the side panel, right where you need it. When viewing a single category, it scopes to that category. When multiple categories are selected, it scopes to those. On the month overview, it covers all categories.

✨ Quick-Add Flow

  • Sequential field entry β€” when adding a transaction on desktop, the date picker opens automatically. After picking a date, the payee combobox opens, then category, then the note field is focused. No more clicking each field individually.

  • Smart field skipping β€” transfers and loan payments skip the category field (since it's not applicable). Tracking accounts skip it too. The flow always takes you to the right next field.

πŸ› οΈ Fixes & Improvements

  • Scheduled transaction gap fixed β€” accounts with 10+ scheduled transactions no longer show a blank gap between scheduled and posted transactions when scrolling.

  • Auto-budget scoping fix β€” the auto-budget dropdown now correctly enables/disables strategies based on the selected categories, not all categories in the month.

  • Toolbar button order β€” reordered to Add, Filters, View, Import, Export, Reconcile for a more logical flow.

new feature

Pedro Fidalgo
Published by Pedro Fidalgo