🎯 Zerosum v1.6.2 — Goals, Rebuilt

Goals are now simpler, clearer, and easier to act on. This release replaces the old goal setup with four clearer goal types, brings goal prompts into the Calendar, makes the budget table easier to read, and adds a lot of polish around side panels, compare mode, pending transactions, and form controls.

🎯 Simpler Goals

Goals have been redesigned around four clear types. Choose from Assign, Refill up to, Save by date, and Save eventually.
Weekly and biweekly Assign goals are still supported. Use them when you want a category to ask for money on a weekly or biweekly schedule.
Save by date is smarter. If you spend before the due month, Zerosum recalculates what you need to budget across the remaining months.
Spending in the due month no longer reopens a funded goal. If the goal was funded for that month, spending it there is treated as expected.
Goal setup is cleaner on desktop and mobile. The new dialog is easier to scan, with clearer labels, dates, repeats, caps, and start-month behavior.
Existing goals are upgraded automatically. Your current goals move into the new system during the update.

→ Goals help center

📅 Goals in the Calendar

The Calendar can now show goals. Goal prompts appear alongside transactions and scheduled transactions, while staying visually separate from real money movement.
Calendar layers are now toggleable. Show or hide Transactions, Scheduled, and Goals independently.
Your Calendar layer choices are remembered. Zerosum keeps your preference per budget.

→ Goals in the Calendar

🧭 Clearer Budget Table

The row bar is simpler. It now focuses on category activity: carried-over money, current-month budgeting, spending, and overspending.
Goal progress has its own space. Goal status now lives in the goal card, goal popover, overview, and side panel instead of being mixed into the spending bar.
Goal icons appear beside categories. Open goal details quickly, or create a goal from rows that do not have one yet.
Spending details are easier to find. A dedicated row action now opens the category activity breakdown.
Budgeting an underfunded goal is faster. Money movement now clearly supports both moving money out and budgeting money into a category.

→ Budget row status · Moving Money

📊 Better Goal Summaries

The side panel now gives goals a clearer monthly summary. See total monthly targets, what still needs funding, and the categories that need attention.
The Overview page goal card is more useful. Underfunded goals can be opened directly in the budget, with the matching category selected.
Save by date goals can show a funding plan. See how future monthly asks build toward a larger target.

→ Side Panel · Funding Plans · Snoozing Goals

🧩 Budgeting Polish

Side panels restore more reliably after Compare Months. Your sidebar and budget panel widths should come back the way you left them.
Spending Pace works better across months. Past months now show as fully elapsed, while future months no longer show a spending pace section.
Auto-budget copy is clearer for one selected category. Single-category actions now read like single-category actions.

→ Comparing Months · Auto-budget

🧾 Transactions & Calendar Fixes

Pending transaction payees display more consistently. Matched imports now show the clean payee name across desktop, mobile, and Overview.
Raw bank text still appears when useful. If an import is not matched yet, the original bank description remains visible during review.
Calendar transaction actions are more complete. Change payees and edit tags from Calendar transaction menus, including on mobile where supported.

→ Importing Transactions · Transactions