Changelog - Dollar & Sense

Curious what's new in Dollar & Sense? Here's the latest and greatest!

1.18

2024-xx-xx

Are you using Dollar & Sense with your family? Please consider telling me about it by emailing [email protected] I'd love to know how it's going and if there's anything that could make this app even better for your family.

Dropped support for iOS 15 & 16, iPadOS 15 & 16, macOS 13, watchOS 10.
Importer is now behind a dedicated permission.
When importing it will respect the confirm transactions permission, so that if you cannot confirm transactions they will always be set to pending, even regardless of field mappings.

1.17

2024-07-21

UI improvements for iPadOS & macOS (it's not more consistent with iOS), plus some bug fixes for visionOS.

1.16

2024-03-06

Widgets & complications are interactive on iOS 17.
Widgets have been rewritten and should be more accurate.
Complications have been rewritten and can now be configured to select specific accounts.
Task counts divisor now only includes available tasks.
Various bug fixes and performance improvements.
Added support for a native version of the app on the Apple Vision Pro.

Do you use Dollar & Sense on iOS 15? If so, please reach out and let me know at [email protected] as I am considering dropping support for it in the future.

1.15

2024-01-02

Pending totals now show on the account view on iPhone. (thanks Matt!)
Task limits have been increased to 100. (thanks Matt!)
Task totals on badges now more accurately represent the incomplete task count left for today.
Long press on a completed or unavailable task to create a new one.
Task status descriptions are more accurate, and both month-day and week-day selections will distinguish between what is complete and what has been missed.
Task status gauge is now more accurate.
Fixed Apple Watch visuals for the amount field on transactions and tasks.
Fixed bug when editing a confirmed transaction and trying to return it to a pending state.
Fixed bug with month-day tasks where it showed up as complete when completed on the current day.
Fixed permissions on transactions when the transaction confirmed permission is off and the transaction is no longer pending, the transaction will now be read-only.
Fixed permissions on archived accounts, transactions are now view only.
Watch app now requires watchOS 10.
Added iCloud sync status to settings and toolbar.
Database migration for future iOS 17 features!

1.14

2023-09-09

Added a new frequency type for tasks that allows you to choose your own interval (thanks for the idea Jeff!).
Under the hood changes to allow for future improvements on iOS17.

1.13

2023-08-14

Squashed a few bugs for a better experience!

1.12

2023-07-11

Bug fixes and overall improvements.
Limits for accounts, categories and tasks have been increased to 25, 50, and 25 respectively.

1.11

2023-06-05

Fixed transactions importer and streamlined the flow.

1.10

2023-05-30

On iOS the add transaction and my tasks button now float, your total is bigger and at the top and there's a new spending graph. If you're on watchOS, iPadOS or macOS and you're jealous, please let me know!
Bug fixes galore! When editing a transaction you can once again change teh category. (Thanks Cassie!)
Accessibility improvements to the add/edit transaction screen.
Charts on watchOS are now a separate menu option.
Fixed total line color on watchOS, it now matches your selected color theme.
Added a separate full screen charts view on iOS, iPadOS and macOS.

1.9

2023-05-13

Fixed chart display on watchOS.
Fixed title colors on watchOS when customizing your color.
Default 'green' is now derived from the icon, and you get a different shade whether you are in light mode or dark mode.
Create a transaction from the 'All Transactions' screen.
Each account shows up separately on the ‘All Transactions’ balance graph.
It's not easier to see all of the questions on the help screen, plus a few new questions!

1.8

2023-04-16

Bug fixes and performance improvements across the app.
Chart UI improvements!
- The category bar chart shouldn't be squished anymore, and should scroll horizontally when it overflows.
- The activity chart now splits out expenses from deposits.
- The balance chart includes daily values with wider time ranges.
- Time ranges for all charts have been retooled to be more straight forward and easy to use.
- You can now hover or select a bar on the category bar chart.
- All charts will do a better chop occupying screen space.
Fixed icon color mishap when managing categories.

1.7

2023-03-27

Fixed plenty of bugs, including some edge cases on iPadOS with navigation, calculation of incomplete tasks on the icon badge
Lots of little UI tweaks to make things look and feel better, one such example is the chin spacing on devices with edge to edge screens
Transactions search is already present (no more stumbling across it when you pull up)
Added the ability to filter transactions by one or more categories
Added search suggestions based upon previous transaction names
Charts are now smarter about how much screen space they use, especially on iPadOS
Charts are now available on watchOS
Balance notifications now show the amount of change from a week ago
Sharing can be initiated on watchOS (this is a work in progress, please be patient and give me feedback!)
Initiating a share will show a progress spinner while iCloud is working it's magic, making it a little more clear what is going on when you hit that button
Added account name to transactions on the All Transactions view
Added account name to tasks when viewing from the All Transactions view
Add system settings for changing the times that notifications are sent.

1.6

2023-01-22

That was quick! Well, there was an unfortunate bug in the last release so here you go!

Fixed a bug where creating a new account left you on a blank screen
Nuisance settings, those that control the alerts for iCloud & Notifications have not been moved to the system settings on iOS and iPadOS and on macOS they live under the Application menu
Added a configuration setting for logging, which is off by default, and this setting will cleanup any logs previously generated when disabled

1.5

2023-01-20

This release is all about stability! A bunch of bugs were fixed, and fit and finish applied everywhere. If you're an iPad or macOS user this version is especially smoother for you. Enjoy!

Fixed a bug where occasionally scheduling notifications would cause the application to crash in the background
Fixed a bug on the iPad that occasionally caused the app to crash when minimizing the app
Improved color handling on the iPad when in portrait mode
Fix bug when navigating to a transaction on watchOS
Improved scene restoration when iOS kills an app in the background
Added some additional colors to the settings menu

1.4

2023-01-08

Added ability to import transactions on iOS 16+ and macOS 13+
Added new Siri Shortcut to export transactions for an account, so that you can automate exports
Accounts and Tasks are now indexed in Spotlight, so you can search for your favorite account and navigate directly to it
Fixed exporting transactions, and added some tests so that it'll be less likely to break in silly ways in the future
When exporting transactions dates are now in ISO8601 format
Default file names for account exports no longer use colons
Added the notes and pending fields to exports
URL support for transactions and tasks, find them in the overflow menu and use them to navigate directly to the record
The amount field when adding a transaction makes it more clear the type and handles non numeric input more clearly
Enabled sharing of accounts on macOS
Added support for accepting account shares on your Apple Watch
Support for multiple windows on macOS and iPadOS
When an account has tasks, but they aren't enabled on the account they will no longer show up in the all tasks list
Under the hood cleanup you'll hopefully never notice!

1.3

2022-12-19

So many bug fixes! This is the most stable version of the app to date, so enjoy!
Table view for iPad & macOS users
Notification scheduling now works on the watch app, making it better when used without an accompanying iPhone
Siri and Shortcut support comes to the watch (watchOS 9.2+)
Long press, or right click, on a transaction and now you can confirm or delete it

1.2

2022-12-04

Search for transactions by name
The task badge widget and task number complications now show gauges that include the total number times all tasks must be completed for the day.
There's a progress marker at the top of your tasks list to show how much you've completed and have left.
On the current task lists, tasks better reflect what's left in their descriptions.
All those cool charts on the transactions list now load when you select them, rather than all at once, so that should be faster on first load.
From all transactions you can now view all tasks across all accounts.
Archive accounts, hiding them from your account lists but preserving their data. This is great for that account you created for spend money in Disney World that really isn't relevant anymore. Yeah, we did that.
Archive tasks, hiding them from your current task list but preserving their data. This is great for mowing the lawn now that it's frigid cold in Indiana and the grass is dormant. Maybe you can related.
All transactions view is not available on the watch. For all of the watch power users out there.
If you're on iOS 16 you can share a link to an account from a cool new sharing menu that supports all of iOS's cool sharing capabilities.
Not getting taks reminders? There might be a warning now when viewing your reminders on the edit task screen if your account notifications aren't enabled.
Customize accent color on the watch.
The help menu is now available on the watch for everyone who likes to read on their watches.
If you're on macOS or iPadOS you can customize the account menu bar (iOS16+).
UI improvements on the watch. Again, for all of the water power users out there.
UI improvements on the iPad. Colors look less muted. It's lovely now. Enjoy!

1.1

2022-11-16

The small square widget now shows only one number, but it's up to you if it's the balance of all your accounts or just one.
Do you find yourself opening the app to see your balance constantly? No? Ok. Well, you can put your balances and task list on your iPhone lock screen now, as well as complications on your watch anyhow.
Ever felt lost choosing an icon for a category? It should be more clear what you've selected now.
Open the Shortcuts app and try something creative because there are plenty of new capabilities available.
Account charts now default to the last thirty days, but you can still check out monthly and annual views.
Speaking of account charts, there's now a category breakdown and an activity chart.
Plus a bunch of the under the hood stuff you'll hopefully never notice.
Demo data now requires a new account, all of which can be handled from the settings menu.
Fixed a weird bug where accounts with no transactions didn't show up in a variety of places.

Is there a widget or shortcut or chart or something you'd like to see? Let me know! No promises, but I'd love to know what you're thinking.

1.0

2022-11-04

First release!