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Release Notes

Versioned changelog for Finance Hero. Entries describe behaviour visible to end-users plus technical fixes that affected reliability of those flows.

Patch releases append to the current minor's page; a new page is created when a minor or major version is cut. Newest entries first.

Latest: v1.2.0 — 2026-06-02

Adds a new asset tracking model for recurring-contribution products, collapses asset and liability groups by default, and fixes a tracking-model bug that affected edits.

New Features

  • Contribution-based assets (Assets). A fourth tracking model for products you pay into over time while the value floats on its own — a robo-advisor pot is the canonical example. There are no share quantities (unlike unit-based) but it tracks a cost basis (unlike balance-based), so it shows real profit and loss. Use the Contribute / Withdraw action to record top-ups and withdrawals.
  • Profit & loss that survives withdrawals (Assets). Withdrawals use average-cost accounting, reducing the cost basis proportionally so the displayed P&L always reflects the gain or loss on what's still invested.

Bug Fixes

  • Editing an asset no longer changes its tracking model (Assets). A defaulting bug silently rewrote balance-based, unit-based, and contribution-based assets to value-based on every edit; mislabeled assets were also repaired. Edits now preserve the model.

Improvements

  • Asset and liability groups start collapsed (Assets, Liabilities). You land on a compact overview and expand only the groups you care about instead of scrolling past every category.

See full v1.2.x archive →


Archive

Version rangePeriodHighlights
v1.2.xJune 2026Contribution-based assets with P&L; groups collapsed by default; tracking-model edit fix.
v1.1.xMay 2026Editable purchase fact with history cascade; transaction currency picker; About card with version display.
v1.0.xApr 2026Initial public release plus two bug-fix iterations (tablet/mobile UX, fee coercion, balance-based currency conversion).