Zerosum
Zerosum

πŸš€ Zerosum v1.4.1 β€” Filter, Save, Repeat

Your transactions, your way. This release adds saveable filter presets so you never rebuild the same view twice, a cleaner toolbar across the app, and replaces the old YNAB CSV import with a direct API connection.

πŸ”– Transaction Filter Presets

  • Save any filter combination β€” create named presets from your current filters on All Transactions or single account pages

  • Favorites & search β€” star your most-used presets to pin them to the top, and find any preset instantly with the searchable combobox

  • Update in place β€” tweak filters and hit "Update Preset" to save changes without creating a new one

  • Active preset tracking β€” see which preset is loaded and whether you've drifted from the saved filters, with one-click deselect to clear

πŸŽ›οΈ Toolbar Redesign

  • Filters popover β€” inline filters replaced with a compact popover on desktop and a full drawer on mobile, across both transactions and analytics pages

  • Cleaner toolbar β€” just Add, Filters, Presets, and actions β€” no clutter

  • View options consolidated β€” Show Reconciled, Show Scheduled, and Running Balance toggles moved into the Filters panel

  • Better date inputs β€” From/To dates stacked vertically with a calendar popover on desktop and native date picker on mobile

πŸ“₯ YNAB API Import

  • Direct API connection β€” connect to YNAB with a personal access token and pick your budget from a dropdown, or upload a pre-downloaded JSON file. No more CSV/ZIP wrangling.

  • Smart detection β€” all 13 YNAB account types recognized automatically, loan metadata pre-filled (interest rates, minimum payments, escrow), transfers paired by YNAB IDs

  • Simpler wizard β€” three steps: Connect β†’ Budget Settings β†’ Account Review β†’ Import

  • Token stays in your browser β€” your YNAB API key is never sent to our servers


Pedro Fidalgo
Published by Pedro Fidalgo