The BookBuilder v0.9.1 update delivers significant Workflow Polish and introduces major feature upgrades, including expanded Recurring Descriptions (with split support) and key enhancements to the Transaction Inbox with new Memo and Categorization Source columns.
Key BookBuilder v0.9.1 Update Highlights
- Transaction Inbox upgrades: Added Memo and Categorization Source columns.
- Recurring Descriptions expanded: Apply recurring rules directly inside the Transaction Inbox, including split support.
- Installer + paid user updates: Introduced the program installer and updated paid-user handling.
- Reporting polish: Fixed report whitespace issues and added a manual-entry filter in the reports editor.
BookBuilder v0.9.1 Detailed Changelog
1) UI & Overall Stability
- Improved UI and codebase consistency across all major windows and popups.
- Patched a delete-related bug.
- Completed code review and cleanup across major files.
2) Transaction Inbox Upgrades & Features
- Added a Memo column.
- Added a Categorization Source column:
- Populates when a transaction is categorized using AI or Recurring Descriptions.
- Expanded Recurring Descriptions support within the Transaction Inbox:
- Recurring Descriptions can now be applied to transactions in the inbox.
- Mappings can now be created directly from the Transaction Inbox.
3) Expanded Recurring Descriptions
- Implemented Recurring Description Split.
- Expanded recurring mappings to work directly from the Transaction Inbox.
4) Import Workflow
- Updated account mapping behavior:
- If an account is not selected in the account mapping popup, that account’s transactions are set to Uncategorized.
5) Program Installer & Cognito Paid User Update
- Created the program installer.
- Implemented a Cognito paid user update.
6) Database & Migration
Implemented database migration schema support.
7) Reports
- Fixed report generation whitespace issues.
- Added a Manual Entry filter in the reports inline editor.