Sure v0.7.0 - Bulk Categorization and Family Sharing Controls #1609

jjmata · 2026-04-30T18:29:47Z

jjmata
Apr 30, 2026
Maintainer

The two major features that landed this month are a Categorization Wizard and the ability to control Family Sharing ... more on those below. But first, and once again, thanks for your continued interest and support: 25 new contributors just this month and 115k image pulls of stable since the last release (plus the thousands of you that stay on latest 🚀 )

Using Family Sharing via #1272 you can now restrict what different members of the Family (or group, doesn't have to be a family ... the onboarding and UI now allow that!) can see/not see/edit/etc.

The Quick Categorize Wizard in #1386 provides a keyboard-only (if desired, use the mouse if that's your thing!) way to quickly categorize and create rules for new transactions:

Plus the usual slew of stability fixes and quality-of-life improvements you can read about below.

We're heavily experimeting with an OpenClaw-based development harness that I've plugged to our Discord, if you are interested to join the fray! We also just started asking Claude Design to help us clean up the Flutter mobile builds which continue to be less polished than we'd like and remain just for testing (we have both Google Play and TestFlight builds if you swing by Discord and ask nicely!)

Enjoy! Keep the bug reports/but most importantly the PRs coming ...

What's Changed

Fix selected account and Transaction/Transfer Tabs changes by @yxuko in Fix selected account and Transaction/Transfer Tabs changes #1220
Perf: Index Balance::SyncCache lookups by date to eliminate O(N×D) scans by @happytechca in Perf: Index Balance::SyncCache lookups by date to eliminate O(N×D) scans #1081
Family sharing by @sokie in Family sharing #1272
Added option to skip TLS verification for mailer by @fkrauthan in Added option to skip TLS verification for mailer #1291
Default production SSO provider source to YAML to avoid boot-time schema errors by @Copilot in Default production SSO provider source to YAML to avoid boot-time schema errors #1278
Sort Accounts dropdown alphabetically on uploads by @r-jeffries in Sort Accounts dropdown alphabetically on uploads #1290
Providers sharing by @sokie in Providers sharing #1273
Recurring scoping implementation by @sokie in Recurring scoping implementation #1300
Show inflow/outflow totals for transfer filter by @lolimmlost in Show inflow/outflow totals for transfer filter #1134
Mobile: Add theme selection (light/dark/system) to settings by @felixmuinde in Mobile: Add theme selection (light/dark/system) to settings #1213
feat(mobile): Add animated TypingIndicator for AI chat responses by @felixmuinde in feat(mobile): Add animated TypingIndicator for AI chat responses #1269
Added ca_file option to use the SSL_CA_FILE specified file if present by @fkrauthan in Added ca_file option to use the SSL_CA_FILE specified file if present #1302
Fix/issue 954 enable banking duplicate transactions by @0xRozier in Fix/issue 954 enable banking duplicate transactions #988
Add transaction fee support to trades by @happytechca in Add transaction fee support to trades #1248
Record dividends and interest as Trades in investment accounts by @happytechca in Record dividends and interest as Trades in investment accounts #1311
Split transactions and privacy quick fixes by @sokie in Split transactions and privacy quick fixes #1315
Fix NoMethodError on nil entryable in account activity feed by @happytechca in Fix NoMethodError on nil entryable in account activity feed #1316
Missing translation fallback for account subtypes by @jjmata in Missing translation fallback for account subtypes #1325
Fix NoMethodError on nil accountable for logo color by @sentry[bot] in Fix NoMethodError on nil accountable for logo color #1334
Add CoinStats exchange portfolio sync and normalize linked investment charts by @falcononrails in Add CoinStats exchange portfolio sync and normalize linked investment charts #1308
fix: add hex color validation to Category model and form (to resolve Reports color field validation (real?) #1247) by @boul2gom in fix: add hex color validation to Category model and form (to resolve #1247) #1341
Update Docker Compose file for AI optional features by @jjmata in Update Docker Compose file for AI optional features #1349
Fix unable to add trades with manual ticker by @Browndw4 in Fix unable to add trades with manual ticker #1343
Restore monotonic Android versionCode for mobile releases by @Copilot in Restore monotonic Android versionCode for mobile releases #1348
fix: instantiate RuleImport before generating rows by @tomerh2001 in fix: instantiate RuleImport before generating rows #1354
Fix: target="_blank" to contact button by @yunwei-zh in Fix: target="_blank" to contact button #1359
Fix RuleImport parsing for valid JSON values by @tomerh2001 in Fix RuleImport parsing for valid JSON values #1358
fix(ui): move repeat icon to the center on recurring transactions page by @KenTandrian in fix(ui): move repeat icon to the center on recurring transactions page #1365
fix: enhance text contrast for prose headings, and blockquote paragraphs in dark mode on the Guide page by @briian365 in fix: enhance text contrast for prose headings, and blockquote paragraphs in dark mode on the Guide page #1369
Fix opacity for excluded transactions and implement keyboard navigation by @mike-lloyd03 in Fix opacity for excluded transactions and implement keyboard navigation #1332
fix: resolve flaky chats system test race condition by @happytechca in fix: resolve flaky chats system test race condition #1375
fix: prevent NoMethodError in foreign_account? when account family is nil by @sentry[bot] in fix: prevent NoMethodError in foreign_account? when account family is nil #1376
QIF imports: Add date format auto-detection and manual override by @happytechca in QIF imports: Add date format auto-detection and manual override #1368
collect transaction stats after sync in EnableBanking provider by @smurfpandey in collect transaction stats after sync in EnableBanking provider #1388
Enable selenium service in devcontainer for system tests by @paramburu in Enable selenium service in devcontainer for system tests #1340
Update ruby-lsp-rails 0.4.6 → 0.4.8 and ruby-lsp 0.24.1 → 0.26.9 by @jjmata in Update ruby-lsp-rails 0.4.6 → 0.4.8 and ruby-lsp 0.24.1 → 0.26.9 #1389
added collect_health_stats to enablebanking syncer by @smurfpandey in added collect_health_stats to enablebanking syncer #1390
Add Quick Categorize Wizard by @mikaelhm in Add Quick Categorize Wizard #1386
Fixed crypto and loan add menus by @CYBRXT in Fixed crypto and loan add menus #1306
Update and add Portuguese translations for various features by @gamboajorge49 in Update and add Portuguese translations for various features #1344
Polish localization: complete translations, pluralization fixes, and reusable locale audit tooling by @UberDudePL in Polish localization: complete translations, pluralization fixes, and reusable locale audit tooling #1356
fix: allow high precision for security prices in trade forms (to solve Bug: model_price field limited to 2 decimal places in investment transaction form #1323) by @boul2gom in fix: allow high precision for security prices in trade forms (to solve #1323) #1342
Quick Categorize Wizard — follow-up fixes by @mikaelhm in Quick Categorize Wizard — follow-up fixes #1393
fix(mobile): Allow users to copy text from chatbot responses by @felixmuinde in fix(mobile): Allow users to copy text from chatbot responses #1394
Add Binance support, heavily inspired by the Coinbase one by @boul2gom in Add Binance support, heavily inspired by the Coinbase one #1317
refactor(accounts): Improve destroy_later atomicity and add controller error handling by @sentry[bot] in refactor(accounts): Improve destroy_later atomicity and add controller error handling #1395
Refactor: Use Encryptable concern in CoinbaseItem by @boul2gom in Refactor: Use Encryptable concern in CoinbaseItem #1339
Make parent budgets auto-aggregate from subcategory edits by @Copilot in Make parent budgets auto-aggregate from subcategory edits #1312
Add throttling and cross-rate for twelve data by @sokie in Add throttling and cross-rate for twelve data #1396
feat(select): improve merchant dropdown behavior and placement controls by @IamTaoChen in feat(select): improve merchant dropdown behavior and placement controls #1364
Fix balance sheet dashboard section on iPhone by @Browndw4 in Fix balance sheet dashboard section on iPhone #1318
feat: Allow creating budgets up to 2 years ahead by @grrtt49 in feat: Allow creating budgets up to 2 years ahead #925
docs: add Yahoo Finance IPv6 troubleshooting note by @sure-admin in docs: add Yahoo Finance IPv6 troubleshooting note #1404
Exposing transaction FX rate by @paramburu in Exposing transaction FX rate #1099
Fix Binance USD converter custom rate keyword by @jjmata in Fix Binance USD converter custom rate keyword #1414
feat(mobile): render assistant messages as markdown by @felixmuinde in feat(mobile): render assistant messages as markdown #1405
Expand financial providers by @sokie in Expand financial providers #1407
fix(binance): fix hmac signature by using same parameter order in request and sign by @boul2gom in fix(binance): fix hmac signature by using same parameter order in request and sign #1425
Add binance security provider for crypto by @sokie in Add binance security provider for crypto #1424
Move back to brandfetch by @sokie in Move back to brandfetch #1427
Fix DemoFamilyRefreshJob demo email config lookup by @jjmata in Fix DemoFamilyRefreshJob demo email config lookup #1426
Fix potential timing attack in Sidekiq Web UI auth by @the-spectator in Fix potential timing attack in Sidekiq Web UI auth #1429
fix(accounts): add duplicate action to activity view by @tedawf in fix(accounts): add duplicate action to activity view #1418
feat(enable-banking): enhance transaction import, metadata handling, and UI by @boul2gom in feat(enable-banking): enhance transaction import, metadata handling, and UI #1406
Fix trade drawer header width regression by @jjmata in Fix trade drawer header width regression #1415
Feature: tabbing between income and expenses persists entered data by @BurningDog in Feature: tabbing between income and expenses persists entered data #1422
add transfer-icon at transactions by @IamTaoChen in add transfer-icon at transactions #1431
Investments currency fix by @sokie in Investments currency fix #1436
Fix overlapping in transaction name by @alessiocappa in Fix overlapping in transaction name #1435
ui(sidebars): add subtle vertical separators and improve sidebar collapse behavior by @boul2gom in ui(sidebars): add subtle vertical separators and improve sidebar collapse behavior #1416
Add GitHub Actions workflow to discover and run LLM evaluations by @jjmata in Add GitHub Actions workflow to discover and run LLM evaluations #1439
fix(enable-banking): refactor error handling and add missing GIN index by @boul2gom in fix(enable-banking): refactor error handling and add missing GIN index #1432
Add DeFi via Coinstats by @romainrbr in Add DeFi via Coinstats #1417
FIX networth chart dashboard by @sokie in FIX networth chart dashboard #1449
Add default currency to price and fee fields by @smurfpandey in Add default currency to price and fee fields #1444
Add improvements from security providers to FX providers also by @sokie in Add improvements from security providers to FX providers also #1445
Fix transactions page crash when no accounts exist by @alexkreidler in Fix transactions page crash when no accounts exist #1453
Ipv6 support by @sokie in Ipv6 support #1437
Fix module specifier path for parse_locale_float import by @sure-admin in Fix module specifier path for parse_locale_float import #1456
feat: add currency management for families with enabled currencies by @tedawf in feat: add currency management for families with enabled currencies #1419
Add category support to transactions by @dwvwdv in Add category support to transactions #1251
Budget page refactor: split into(All - Over Budget - On Track) by @IamTaoChen in Budget page refactor: split into(All - Over Budget - On Track) #1195
Fix transaction search account scope bypass by @jjmata in Fix transaction search account scope bypass #1460
feat: Add table-divider class and use it in investments summary section by @alessiocappa in feat: Add table-divider class and use it in investments summary section #1463
fix: adjust style in new budget tab and sections by @alessiocappa in fix: adjust style in new budget tab and sections #1464
fix: values visible in privacy mode by @yunwei-zh in fix: values visible in privacy mode #1473
Add previous messages to LLM response context / fix OpenAI regressions by @jjmata in Add previous messages to LLM response context / fix OpenAI regressions #1384
feat(mobile): Add biometric lock for app resume by @felixmuinde in feat(mobile): Add biometric lock for app resume #1474
fix: preserve Generic investment subtypes in account creation form by @xinmotlanthua in fix: preserve Generic investment subtypes in account creation form #1465
feat: Import pending transactions from Enable Banking only if option is enabled by @alessiocappa in feat: Import pending transactions from Enable Banking only if option is enabled #1476
fix(Enable Banking): Restore legacy fallback for credit card balance calculation by @alessiocappa in fix(Enable Banking): Restore legacy fallback for credit card balance calculation #1477
EnableBanking: use remittance for CARD-* names and merchants by @danez in EnableBanking: use remittance for CARD-* names and merchants #1478
feat(helm): CNPG resource limits/requests by @dariogmori in feat(helm): CNPG resource limits/requests #1487
feat(settings): improve currency preferences UI by @tedawf in feat(settings): improve currency preferences UI #1483
Fix loan account subtype not persisting on create by @sure-admin in Fix loan account subtype not persisting on create #1491
chore(pipelock): bump chart default to v2.2.0, add CI scan badge by @luckyPipewrench in chore(pipelock): bump chart default to v2.2.0, add CI scan badge #1494
SimpleFIN: setup UX + same-provider relink + card-replacement detection by @luckyPipewrench in SimpleFIN: setup UX + same-provider relink + card-replacement detection #1493
Complete French translations for views, models, and settings by @andronedev in Complete French translations for views, models, and settings #1501
Feature: AI sidebar hidden by default for members and guests if AI is disabled by @BurningDog in Feature: AI sidebar hidden by default for members and guests if AI is disabled #1510
Add Sophtron Provider by @rockywang2025 in Add Sophtron Provider #596
Close privacy mode gaps on accounts, budget editing, and account activity by @Copilot in Close privacy mode gaps on accounts, budget editing, and account activity #1495
security: sanitize exception messages in v1 API responses (FIX-11) by @dgilperez in security: sanitize exception messages in v1 API responses (FIX-11) #1521
Prevent long category labels from overflowing or crowding adjacent controls by @Copilot in Prevent long category labels from overflowing or crowding adjacent controls #1498
fix: Table divider display issue on Safari by @alessiocappa in fix: Table divider display issue on Safari #1522
Add Google Cloud Storage Support for Active Storage by @itsLeonB in Add Google Cloud Storage Support for Active Storage #1523
Feature: improve transfer matcher UI copy by @BurningDog in Feature: improve transfer matcher UI copy #1526
fix(storage): properly fallback to GCS_KEYFILE when GCS_KEYFILE_JSON is blank by @itsLeonB in fix(storage): properly fallback to GCS_KEYFILE when GCS_KEYFILE_JSON is blank #1531
fix: Budget tabs issues on mobile by @alessiocappa in fix: Budget tabs issues on mobile #1534
Feature: remember value of chart period selector by @BurningDog in Feature: remember value of chart period selector #1528
Hide nested budget categories in the Budget spent donut by @Copilot in Hide nested budget categories in the Budget spent donut #1544
feat(mobile): lock chat input while bot is responding + 20s timeout by @felixmuinde in feat(mobile): lock chat input while bot is responding + 20s timeout #1538
feat(ci): improve LLM eval visibility in GitHub Actions by @sure-admin in feat(ci): improve LLM eval visibility in GitHub Actions #1546
Upgrade Android Gradle Plugin to 8.9.1 and Gradle to 8.12 by @felixmuinde in Upgrade Android Gradle Plugin to 8.9.1 and Gradle to 8.12 #1547
Add automated Google Play Console upload for mobile releases by @jjmata in Add automated Google Play Console upload for mobile releases #1548
fix(localization): update API usage instructions to include product name placeholder by @briian365 in fix(localization): update API usage instructions to include product name placeholder #1555
Fix budget donut chart hiding center content on segment hover by @xingxing21 in Fix budget donut chart hiding center content on segment hover #1551
fix(transfers): Set accounts when rendering new form after conversion or argument errors by @sentry[bot] in fix(transfers): Set accounts when rendering new form after conversion or argument errors #1561
fix(android): remove dead buildscript block and kotlin_version reference by @xingxing21 in fix(android): remove dead buildscript block and kotlin_version reference #1567
Fix IndexaCapital sync, account setup, and balance/type bugs by @GermanDZ in Fix IndexaCapital sync, account setup, and balance/type bugs #1562

New Contributors

@fkrauthan made their first contribution in Added option to skip TLS verification for mailer #1291
@r-jeffries made their first contribution in Sort Accounts dropdown alphabetically on uploads #1290
@felixmuinde made their first contribution in Mobile: Add theme selection (light/dark/system) to settings #1213
@boul2gom made their first contribution in fix: add hex color validation to Category model and form (to resolve #1247) #1341
@Browndw4 made their first contribution in Fix unable to add trades with manual ticker #1343
@tomerh2001 made their first contribution in fix: instantiate RuleImport before generating rows #1354
@yunwei-zh made their first contribution in Fix: target="_blank" to contact button #1359
@KenTandrian made their first contribution in fix(ui): move repeat icon to the center on recurring transactions page #1365
@briian365 made their first contribution in fix: enhance text contrast for prose headings, and blockquote paragraphs in dark mode on the Guide page #1369
@mike-lloyd03 made their first contribution in Fix opacity for excluded transactions and implement keyboard navigation #1332
@smurfpandey made their first contribution in collect transaction stats after sync in EnableBanking provider #1388
@paramburu made their first contribution in Enable selenium service in devcontainer for system tests #1340
@mikaelhm made their first contribution in Add Quick Categorize Wizard #1386
@gamboajorge49 made their first contribution in Update and add Portuguese translations for various features #1344
@UberDudePL made their first contribution in Polish localization: complete translations, pluralization fixes, and reusable locale audit tooling #1356
@IamTaoChen made their first contribution in feat(select): improve merchant dropdown behavior and placement controls #1364
@grrtt49 made their first contribution in feat: Allow creating budgets up to 2 years ahead #925
@the-spectator made their first contribution in Fix potential timing attack in Sidekiq Web UI auth #1429
@romainrbr made their first contribution in Add DeFi via Coinstats #1417
@alexkreidler made their first contribution in Fix transactions page crash when no accounts exist #1453
@xinmotlanthua made their first contribution in fix: preserve Generic investment subtypes in account creation form #1465
@danez made their first contribution in EnableBanking: use remittance for CARD-* names and merchants #1478
@andronedev made their first contribution in Complete French translations for views, models, and settings #1501
@rockywang2025 made their first contribution in Add Sophtron Provider #596

Full Changelog: v0.6.9...v0.7.0

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Sure v0.7.0 - Bulk Categorization and Family Sharing Controls #1609

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Sure v0.7.0 - Bulk Categorization and Family Sharing Controls #1609

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jjmata Apr 30, 2026 Maintainer

What's Changed

New Contributors

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jjmata
Apr 30, 2026
Maintainer