π 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.
π Transaction Filter Presets
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Save any filter combination β create named presets from your current filters on All Transactions or single account pages
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Favorites & search β star your most-used presets to pin them to the top, and find any preset instantly with the searchable combobox
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Update in place β tweak filters and hit "Update Preset" to save changes without creating a new one
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Active preset tracking β see which preset is loaded and whether you've drifted from the saved filters, with one-click deselect to clear
ποΈ Toolbar Redesign
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Filters popover β inline filters replaced with a compact popover on desktop and a full drawer on mobile, across both transactions and analytics pages
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Cleaner toolbar β just Add, Filters, Presets, and actions β no clutter
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View options consolidated β Show Reconciled, Show Scheduled, and Running Balance toggles moved into the Filters panel
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Better date inputs β From/To dates stacked vertically with a calendar popover on desktop and native date picker on mobile
π₯ YNAB API Import
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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.
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Smart detection β all 13 YNAB account types recognized automatically, loan metadata pre-filled (interest rates, minimum payments, escrow), transfers paired by YNAB IDs
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Simpler wizard β three steps: Connect β Budget Settings β Account Review β Import
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Token stays in your browser β your YNAB API key is never sent to our servers