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📊 Zerosum v1.5.4 — Side by Side

Pedro Fidalgo
Pedro FidalgoFounder

See two budget months at once, mass-edit smarter, and a faster everything. This release brings the long-requested split-month view to the budget table on desktop, sharpens the multi-select toolbar end to end, and rolls in dozens of speed and polish wins across transactions, analytics, and the sidebar.

📊 Compare Months Side by Side (Desktop)

  • One-click compare. A new Compare button in the budget toolbar opens a second month-trio of columns (Budgeted / Activity / Available) right next to the current one. The category column stays shared so each row lines up across both months.

  • Older on the left, newer on the right. Position is driven by chronology — pick any two months and the older one always sits first.

  • Linked navigation. A Lock toggle next to the Compare button keeps both panes in step. Locked: pressing prev, next, or Today on either side moves both, preserving the offset between them. Unlocked: each pane navigates independently — perfect for arbitrary year-over-year comparisons (e.g. March 2024 vs March 2025).

  • Fully editable, both sides. Every Budgeted cell is independently editable in either pane. Carryover propagates automatically — assigning in one month instantly updates the other's Available.

→ Comparing two months side by side

🎯 Multi-Select Toolbar — Redesigned

  • Net summary at a glance. Selecting multiple categories now surfaces running totals — count, total Budgeted, total Activity, total Available — directly on the toolbar, with a colored net delta.

  • Primary and overflow actions. The most-used bulk actions sit visible on the toolbar; secondary actions tuck into an overflow menu so the bar stays scannable on smaller screens.

  • Mobile drawers. Bulk actions on mobile now open in proper drawers instead of cramped popovers — more room for category pickers, amount inputs, and tag selections.

📋 Transactions — Quicker Hands

  • Default cleared status. A new preference in your account settings lets you choose whether new transactions land cleared or uncleared by default. Match the workflow of your bank, not ours.

  • Row-actions menu. Click the new ⋯ menu on any transaction row to reach common actions (categorize, set payee, duplicate, delete) without opening the full edit panel.

  • Mobile status entry. Toggling cleared/reconciled on mobile is now a one-tap dedicated control instead of being buried in the edit drawer.

  • Split-aware calendar. The date popover on a split transaction now shows split indicators on each day, so you can see at a glance which days have splits.

  • Mixed-sign splits. A split transaction can now mix positive and negative legs — making it possible to model YNAB-style gross-pay imports (paycheck + tax/deduction lines on a single transaction).

📈 Analytics — Sticky & Steady

  • Filters stick where you left them. Active analytics filters are now remembered per user, per budget, per view — switch tabs or reload and your scope is preserved.

  • Sticky table headers in Income vs Expense. Group rows and column headers stay pinned as you scroll long lists.

  • Account filter parity with the rest of the app — closed accounts are hidden, group selections respected.

  • Charts no longer re-animate after the first paint. Switching tabs, scrolling, or filtering no longer triggers a fresh roll-up.

  • Softer Sankey hover. Non-hovered flows in the Sankey diagram fade just enough to highlight your selection without disappearing.

🛠️ Fixes & Polish

  • Sidebar footer. Stacked layout on the left sidebar with a more prominent Undo / Redo / History cluster.

  • Tag popover anchoring. The tag picker on transactions now anchors correctly to the cell it was opened from, even when the row scrolls or wraps.

  • Optimistic id collisions. Duplicating a transaction and immediately creating another no longer collides on the in-flight optimistic id.

⚡ Speed (Under the Hood)

  • Transactions list is significantly faster. A series of database query refactors (smaller payloads, fewer round-trips, lazy-loaded display data) make the transactions page snappier on budgets with thousands of transactions. You should feel it on first paint and on every filter change.

📚 Help center

Pedro Fidalgo
Published by Pedro Fidalgo