π Zerosum v1.3.9 β Sortable Transactions & Smarter Auto-Budget
β¨ Column Sorting
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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.
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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.
β¨ Redesigned Transaction Filters
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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.
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New Payee filter β filter transactions by payee, same as you can already filter by category or account.
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View menu β Show Reconciled, Show Scheduled, and Running Balance toggles are now grouped under a single View button, separate from data filters.
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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.
β¨ 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.
β¨ Quick-Add Flow
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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.
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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.
π οΈ Fixes & Improvements
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Scheduled transaction gap fixed β accounts with 10+ scheduled transactions no longer show a blank gap between scheduled and posted transactions when scrolling.
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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.
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Toolbar button order β reordered to Add, Filters, View, Import, Export, Reconcile for a more logical flow.