🎛️ Zerosum v1.4.9 — Include, Exclude, Everywhere

One toggle across every filter. Every multi-select filter — categories, accounts, payees, tags — now has an Include / Exclude toggle. Build precise views in seconds, and save them as presets that remember the mode.

🎯 Include / Exclude filters

Everywhere you filter. Categories, accounts, payees, and tags all share the same Include / Exclude pill — on desktop and mobile, analytics and the transactions page.
Flip the meaning, keep the selection. Toggle Include → Exclude and your selected items stay put — only the meaning flips. Exclude a couple of accounts with two clicks instead of deselecting everything else.
Unified tag filter. The tag filter now uses the same drawer as categories, accounts, and payees — checkboxes, search, colored stripes.

🔖 Smarter presets

Presets remember the mode. Saving a preset captures each filter's Include / Exclude state, not just the list of ids. Load a preset and get back exactly what you saved.
Clearer save/update dialogs. The summary now reads "Excluding 3 selected" vs "3 selected" so you can see at a glance what you're about to save.
Works on both sides. Analytics presets and transaction presets share the same behavior. Existing presets still work — they just behave as Include, same as before.

📊 Analytics

Income vs Expense follows your budget order. Groups and categories in the table now match the order you set in the budget — not amount-sorted. Empty groups still appear (with dashes), and hidden categories land in their own group at the bottom. CSV export follows the same order.
Closed accounts are back in the pickers. If you want to see history for accounts you've since closed, they're available in the filter again — with a (B) / (T) suffix so you can tell budget from tracking at a glance.
Category dots, tag stripes. Filter pickers now show category colored dots and tag colored stripes consistently on every surface — one visual language across the app.

🧾 Transactions

Closed accounts labeled. Closed accounts in the filter and the side panel now carry a (B) / (T) / (L) suffix so you can spot which is which.
Clearing a note now actually clears it. Editing a transaction and emptying the note field used to silently keep the old note. Fixed.

🛠️Under the hood

More reliable background jobs. Bank sync and recurring templates now run on a proper queue, with better retry and dedup behavior — fewer stuck or missed runs.
Better recovery from stale app bundles. If your installed PWA is running an old build, the app now recovers cleanly instead of showing cryptic errors.

📚 Help center

Updated Analytics, Transactions, and Tags articles to cover the new Include / Exclude toggle and how presets now remember the mode.