Changelog

Release notes for Finalyze - new features, improvements, and fixes. Your financial data still stays on your device; these updates are about the app experience around it.

Dashboard layout & micro-toasts

  • FixedDashboard widget layout (drag positions, sizes, and custom arrangements from GridStack) is now retained exactly across refreshes and re-renders. The previous always-on repack step (on load, dragstop, normalize) that forced a tidy left-to-right flow is now limited to structural changes only (hiding widgets, applying a sequence from Settings → Layout, or first-time migration).
  • FixedGridStack’s default auto init was still re-packing widgets on every page load (so saved coordinates in the HTML/IndexedDB were ignored). Init now uses auto: false and restores saved positions explicitly before the dashboard becomes interactive.
  • FixedCheckmark micro-toast icon contrast in dark mode (circle now uses theme background/ink colors).
  • NewSettings → Layout: Reset to default layout restores the original widget order, visibility, and packed positions (with confirmation).
  • ImprovedLeft sidebar always lists widgets in current visual top-to-bottom + left-to-right order by reading live grid positions (so it reflects drags and Settings reorders immediately and after refresh).
  • ImprovedReordering in Settings → Layout now updates the actual dashboard positions (by packing in the chosen sequence) so the change is visible when you return to the dashboard; the resulting layout is retained exactly.
  • NewPausing after a drag or resize on the dashboard shows a tiny “Layout saved” micro-toast so you know the arrangement was persisted.
  • ImprovedMicro-toasts for state-changing actions now include a checkmark inside a circle: layout saved, category/group/account added or renamed, budgets set/cleared, rules & merges added/updated/removed, custom cards, imports, applies, “hid widget”, clears, PDF export done, etc. Errors and pure info toasts stay plain.

Analysis pages

  • ImprovedMonth over Month, Compare, Budget vs Actual, and Year in Review moved from dashboard widgets into dedicated full-page Analysis views (show up under "Analysis" in the left nav). This keeps the main Spending overview dashboard from getting cluttered while giving the deeper annual and cross-period views more space and controls.
  • ImprovedOpening Year in Review with insufficient history shows a humorous note until you have 12+ months of data.
  • ImprovedOpening Budget vs actual with no budgets configured shows a humorous note instead of the report, with a pointer to Settings → Budgets.

Dashboard & demo tour

  • NewDrag-and-resize dashboard widgets with GridStack - layout persists across sessions.
  • ImprovedDemo tour: animated cursor on the AI step; sample data includes duplicates, large charges, and recurring subscriptions.
  • ImprovedHide dashboard widgets without reloading the whole page.
  • ImprovedOn-device AI models restore automatically after a browser refresh.
  • ImprovedDownload PNG buttons on dashboard chart widgets (category, merchants, trend, and more).

Pre-launch & beta

  • NewChangelog, Privacy Policy, and Terms of Service pages.
  • NewInteractive landing hero demo with live charts (and a playful AI easter egg).
  • NewIn-app feedback tickets for signed-in beta users.
  • NewSupported bank logo strip on the landing page.
  • ImprovedPro pricing on the landing page and in-app upgrade modal - monthly or annual, with a 3-day free trial on annual.
  • ImprovedBeta banner with backup reminder (no cloud sync).
  • ImprovedOptional dashboard and settings tours after your first import.
  • ImprovedEmail confirmation modal after sign-up and branded confirmation email.
  • ImprovedLanding page polish: hero theme follows light/dark toggle, scroll cues, back-to-top.
  • ImprovedTrend chart modes, reimbursable %/$ amounts, and category apply preferences (ask / one / all).
  • ImprovedOn-device AI: CSP and WebAssembly updates so models download reliably.
  • ImprovedMarketing and in-app copy aligned with how Finalyze actually works.
  • FixedFooter layout on narrow screens; trend chart PNG export with opaque themed background.

Building in stealth

  • NewLocal-first app: statements parsed and stored in IndexedDB in your browser.
  • NewImport pipeline for PDF, OFX/QFX, and CSV bank exports with automatic categorization.
  • NewDashboard widgets, charts, budgets, and spending analysis.
  • NewAccounts, Pro licensing, and referrals - email and license only on the server.
  • ImprovedEarly on-device AI assistant - models run in the browser, not in the cloud.