TrackIt Project
Changelog
Curated user-facing release notes. Not a raw git log.
Tip
When shipping product changes, add an entry to
frontend/src/docs/lib/changelog.ts in the same PR. DocsFeature
In-app product docs
- New Docs area at /docs with guides for every major feature.
- Guest vs signed-in matrix, demo walkthrough, and curated changelog.
ImprovementFix
Faster loads and clearer Account details
- Self-hosted fonts, lazy Google sign-in, and smarter JS chunks.
- Account Details icons stay visible in dark mode.
- Page size on Transactions/Rules is view state; clear filters restores your preference default.
Feature
Analytics period comparison and day pickers
- Summary cards show change vs the previous equal-length period.
- Custom analytics ranges use day-level date pickers.
- Shared AppDatePicker across Analytics and Transactions filters.
Improvement
Slim category taxonomy
- Tighter lifestyle category list for clearer chips and agent suggestions.
- Guest demo data aligned with the new labels.
FeatureImprovement
Better recommendations and Apply to Other
- Rules can apply a merchant mapping to matching Other transactions.
- Needs review bulk suggestions with a higher confidence floor.
- Agent category suggestions can be accepted or dismissed.
Feature
BMO statement imports
- Import BMO debit and credit CSV exports.
- BMO institution option and branding in Account create and guest demo.
Feature
Finance Agent desk
- Chat with tools grounded in your accounts and transactions.
- Evidence tables, starter questions, follow-ups, and markdown replies.
- Immersive full-height chat room with search and provider chips.
FeatureImprovement
Guest demo, Rules, and sage-bento UI
- Continue as guest to explore sample data without Google.
- Learned merchant Rules, Needs review, and statement preview/confirm upload.
- Dark/light mode, institution logos, prefs, RBC imports, and refreshed landing shell.
Feature
Flexible analytics and All transactions
- Analytics supports flexible ranges and custom date windows.
- Consolidated All transactions tab across accounts.
- Jump from Monthly into that month on Transactions.
Feature
Google sign-in and private data
- Sign in with Google; each user only sees their own accounts and transactions.
- Account management view and welcome onboarding for first-time users.
Feature
Smart date filters
- Date range picker on Transactions filters for custom windows.
Improvement
Clearer Transactions layout
- Transaction tabs move into the page header for a consistent layout.
- Credit is the default tab; account filters follow the active side.
FeatureImprovement
Accounts and category picker
- Create accounts from the UI with a dedicated dialog.
- Improved category dropdown and cleaner transaction actions.
Feature
Statement import and CIBC
- Upload financial statement CSVs into TrackIt.
- CIBC account support and CSV parsing.
- Public landing page with app routing.
Feature
TrackIt foundations
- First Transactions and Monthly analytics experience.
- Core app shell for personal finance tracking.