Version History
A summary of new features, improvements, and important fixes in each release.
Accounts can be archived without losing history, refunds can be tracked for income and expenses, zoom can be adjusted per tab, and imports and reports are more powerful and reliable.
New Features
- Account branches can be archived and restored while preserving history and balances.
- Expense and income refunds support manual entry, templates, CSV import, and creation from existing transactions.
- Grids and charts support independently saved zoom from 70% to 300% per tab.
- Templates can be filtered by visibility, accounts, amounts, name, and text.
- Transaction filters support exact amounts as well as amount ranges.
- Templates and CSV import rules show when they were last used.
- Descriptions for the default Assets, Income, and Expenses accounts are customizable.
Improvements
- Large transaction lists and wide Account Development grids scroll more smoothly.
- Evaluation tabs switch immediately with visible loading progress.
- Account Development offers clearer period tooltips and easier access to details.
- Monthly Overview toolbar tooltips clearly refer to the selected month.
- The main window fits smaller screens with native title bars.
- Flatpak CSV imports display original file paths when available.
- Books upgraded by this release require AloxBook 2.4.0 or newer.
Bug Fixes
- Invalid dates and amounts remain editable in transactions, templates, and imports.
- Amount fields update correctly in reopened dialogs and accept regional digit grouping.
- CSV review preserves invalid dates and amounts, including after pausing imports.
- CSV imports handle international formats, timestamped first rows, negative amounts, and closing balances.
- CSV amounts with extra decimals require review instead of silent rounding.
- CSV duplicate checks correctly handle different banks, split bookings, and whitespace.
- CSV amount rules preserve exact matching and include percentage tolerance boundaries.
- Automatic CSV imports require complete templates with compatible bank account directions.
- Import summaries count every row and keep results and controls visible.
- Editing or deleting templates no longer affects others with similar names.
- AutoText uses correct calendar quarters and keeps template labels readable.
- Refunds appear correctly in report totals, transaction details, and chart proportions.
- Charts show opening balances and handle the earliest and latest supported dates.
- Dates, report labels, and number formats remain correct across regional settings.
- Historical Account Development details include hidden archived accounts.
- Debt accounts accept negative opening balances when created or edited.
- Account edits preserve valid parent and child account types.
- Moving entries to sub-accounts also updates templates and import profiles.
- Failed account conversions no longer leave unwanted sub-accounts behind.
- Carry-forward preserves template update preferences and customized default-account descriptions.
- Failed carry-forward operations preserve existing books at the selected destination.
- Password changes protect books and support retries after interruptions or failures.
- Invalid books no longer replace the book currently open.
- AloxBook warns before closing when an open book becomes unavailable.
- Linux tooltips no longer disrupt clicks, and saved window sizes are restored.
- Account Development amounts remain fully visible with wider system fonts.
Adds bulk transaction editing, light and dark appearances, and a refreshed interface.
New Features
- Edit multiple selected transactions together with a clear review before saving.
- Choose System, Light, or Dark appearance throughout the app.
Improvements
- Database lock files are now stored in local application data instead of beside the book.
- AloxBook now has a refreshed pyramid icon.
- New-book passwords gain strength guidance, consistent reveal controls, and a 128-character limit.
- The Start tab now prioritizes recent books with clearer actions.
- The new-book wizard now stays compact and stable between steps.
- Status information now stays aligned and readable across every data tab.
Bug Fixes
- Dragging or double-clicking dividers now resizes only the intended grid column.
- Monthly Overview columns no longer shift when values are hovered.
- Selected account lines in Charts now return when reopening a book.
- Template toolbar actions now recover after closing and reopening a book.
Adds bulk transaction deletion, broader CSV support, and major macOS improvements.
New Features
- Multiple transactions can now be selected and deleted together.
- CSV import now supports debit/credit markers and pipe-separated bank fields.
Improvements
- CSV import reviews now prioritize results and show import progress.
- Period views now show average income, expenses, and net change.
- Account balances now refresh and re-sort as soon as transactions change.
- The app now provides clearer licence, privacy, support, and security information.
- macOS downloads are now signed, notarized, and delivered as disk images.
- macOS now offers native menus, Finder integration, and improved window handling.
Bug Fixes
- Potential CSV duplicates now require an explicit comparison before import.
- Zero-amount CSV rows no longer appear in reviews or imports.
- Editing import rules now preserves focus and avoids duplicate rules.
- Template chips now stay behind dialogs and restore correctly with Undo.
- Deleting an amount digit now preserves the remaining value and cursor.
- AloxBook now safely closes books that become unavailable.
- Dialog action buttons now remain visible on small screens.
- Chart dates are now limited to the available transaction range.
- Flatpak imports now show file names instead of temporary portal paths.
- Saved windows now reopen within the visible desktop.
- macOS now prevents the same book opening in multiple instances.
Adds faster CSV review, Italian localization, and native Wayland support.
New Features
- CSV import now offers a review list for bulk booking and individual follow-up.
- Template import rules can now be reviewed and edited during CSV import.
- Income and expense colors are now configurable with Western, East Asian, and color-blind-friendly presets.
- AloxBook is now available in Italian across the app and website.
- Unsigned macOS packages are now available for Intel and Apple Silicon.
- Multiple legacy Access books can now be converted safely in one batch.
Improvements
- Balances, evaluations, CSV imports, and tab changes are now substantially faster.
- The file menu now switches files directly and puts filenames first in recent lists.
- The new-file wizard now suggests a location and gives clearer ownership and password guidance.
- New files accept every year by default, with an optional annual limit.
- Account pickers now distinguish types and present locations as a clear hierarchy.
- New accounts now start below the selected account, with clearer booking guidance.
- New transaction shortcuts, template actions, and type markers are now easier to find.
- CSV dialogs now provide clearer progress, amount, matching, and recovery information.
- File status bars now show currency and year, while Settings previews regional formats.
- Empty lists now explain how to add the first transaction, account, or template.
- Grids now keep their main text readable when windows are narrow.
- Flatpak now offers localized store details and native Wayland support with X11 compatibility.
Bug Fixes
- Dates, numbers, and currencies now follow the system region independently of language.
- Amounts now save reliably with uncommon decimal separators.
- Close and Carry Forward now includes general file data when requested.
- CSV duplicate detection now recognizes transfers imported from related accounts.
- CSV import now handles skipped duplicates and cancelled rows correctly.
- Transaction filters now restore localized source and target accounts correctly.
- Template pattern chips now handle Ctrl+Arrow and Backspace consistently.
A major update with a new Charts tab, a modernized interface, and far smarter CSV import.
New Features
- A new Charts tab visualizes spending by category and your net assets over time.
- Monthly Overview and Account Development can now open the transactions behind each value.
- Account Development and Monthly Overview can now be exported to CSV.
- Spanish is now available in the app and on the AloxBook website.
- Account and template selectors now filter instantly as you type.
- New transactions can now be started directly from the Templates tab.
- CSV auto-detection now recognizes far more bank formats, dates, and encodings worldwide.
- CSV import now detects matching manual transactions even when their dates differ by a few days.
Improvements
- The Transactions, Accounts, Templates, and evaluation tabs now share a modern card look.
- Status bars now summarize visible rows, active filters, and evaluation totals.
- Grid rows now reveal full details in tooltips, and column headers explain their contents.
- View settings are now stored inside each file and can be reset from File Properties.
- The main window now opens noticeably faster.
- On new installations, AloxBook now reopens the last used file by default.
- Dialogs now confirm with Ctrl+Enter, and edited dates are validated immediately.
- Holding the transaction date arrows now moves quickly across days.
- A refreshed toolbar highlights the New transaction action with clearer import and export icons.
- Posting account selectors now show only bookable accounts.
- Short mapped CSV descriptions now pre-fill empty transaction text.
- CSV import now flags missing column mappings automatically.
- The transaction filter can now be removed with one click and quickly re-applied.
Bug Fixes
- Close and Carry Forward no longer crashes after large CSV imports.
- CSV import stays responsive while checking many rows for duplicates.
- CSV import profiles now stay separate per account and format.
- Applying a transaction with Enter now clears the amount field.
- Selecting a template now focuses the next field you still need to fill.
- Transaction dates outside a year-locked file now show a clear message.
- The filter button now reopens the filter dialog instead of clearing it.
- Accounts can no longer be moved beneath themselves or their own sub-accounts.
- New transaction dialogs now remember the last saved date for the current app session.
Adds safer deletion workflows, per-template prompt controls, and broader keyboard support.
New Features
- Template update prompts can now be controlled separately for each template.
- Account deletion now warns about affected data and can move related entries before deleting.
- AloxBook now recommends leaf-only bookable accounts and can move parent entries to a new sub-account.
Improvements
- Selected grid rows now support Enter and Delete shortcuts for faster editing and deletion.
- Row context menus now match toolbar icons and disabled states.
- Template deletion now warns when assigned import rules will also be deleted.
- AloxBook now runs on .NET 10 and Avalonia 12.
Bug Fixes
- Date controls now support visible focus and reliable keyboard navigation.
- Pressing Escape now closes open context menus in the account, transaction, and template lists.
- Amount fields now preserve mid-edit typing and respect localized separators.
- Language changes now refresh date and amount formatting consistently.
- Template update prompts no longer appear for edits limited to imported pattern text.
- Account deletion move dialogs now explain unavailable move-and-delete choices.
- Moved account and template rows now remain visible after reordering.
- New account dialogs now keep localized zero starting balances valid.
- Access database imports now tolerate slower password checks.
- Template rows appear again after reopening the same file.
- Right-clicking another grid row now retargets the context menu correctly.
- Import-rule Delete shortcuts now ask for confirmation before removing rules.
- Opening
.aloxbook files from the file manager now keeps tab labels styled correctly.
Adds template reordering, import workflow updates, and several UX improvements.
New Features
- Transaction lists can now be exported to CSV.
- Manual transactions can be added at any point during CSV import.
- Templates can now be reordered, and transaction dialogs use the same order.
- The template list now shows the number of import rules assigned to each template.
- AloxBook now prompts to update a template when saving a transaction with a changed amount or text.
Improvements
- New File wizard navigation buttons use standard dialog action styling.
- The raw import text field is now displayed in a smaller font.
- Template names in the template list now use transaction type colors.
- Total and Average rows in the monthly overview stay at the bottom regardless of sort.
- Column sort order in grids is preserved when the display language is changed.
Bug Fixes
- New File wizard now requires an explicit password choice before continuing.
- Fixed account drop-downs ignoring the custom sort order from the account tab.
- Fixed the CSV import button remaining visible after all rows were imported.
Prepares Flatpak packaging for Flathub.
Improvements
- Internal Flatpak support preparations for the Flathub release process.
Adds smarter CSV import handling and better file workflows.
New Features
- Pre-duplicate detection during CSV import: transactions entered manually before an import are detected and can be skipped automatically; the preference is remembered and can be reset in Settings.
- Recent files shown in the Windows taskbar jump list for quick access.
Improvements
- New files now use the
.aloxbook extension by default instead of the legacy .book extension.
- CSV import status line is shorter and more compact.
- Most special characters are now allowed in transaction text fields.
Improves CSV import, templates, and evaluation workflows.
New Features
- Color-coded template names in the transaction dialog: income, expense, and neutral templates are visually distinct.
- Import rules are carried forward when using Close and Carry Forward to start a new period.
- Templates created during CSV import are hidden from the regular template list to reduce clutter.
Improvements
- Import rules dialog redesigned with better layout, filtering by template, and improved styling.
- Write-protected files now correctly disable editing in the import rules dialog.
- Empty evaluation views show placeholder rows instead of appearing blank.
- Account sort order is preserved during carry forward.
- Import rule stays selected after saving changes.
- Pattern macros are shown first in the auto-text dropdown during CSV import.
- Account bookable property can no longer be unchecked when the account has existing transactions.
- Non-bookable accounts are rejected when selected in the transaction dialog.
Bug Fixes
- Fixed columns in data grid tabs not being resizable by the user.
- Fixed edited transaction not being re-selected after saving when the list was sorted.
- Fixed account creation during CSV import resetting the transaction selection.
- Fixed transaction date not being carried over when opening a new transaction dialog.
- Fixed CSV import summary incorrectly showing a re-import button when all rows were auto-skipped as duplicates.
- Fixed account reorder not being reflected in the evaluation tabs.
- Fixed Close and Carry Forward creating files with old
.book extension instead of .aloxbook.
- Fixed write-protection toggle collapsing the evaluation tree.
- Fixed import rule amount not persisting after edit.
- Fixed invisible placeholder entry and untyped templates in the template dropdown.
- Fixed right-to-left text selection copy in the CSV import raw text view.
Introduces stronger evaluation and import assistance features.
New Features
- Monthly Overview evaluation: see totals and averages per month at a glance.
- CSV import duplicate detection flags potential duplicates by matching date, amount, and accounts.
- Amount tolerance matching for import rules with configurable percentage.
- Year-constraint filtering in CSV import reports and skips rows outside the configured year.
- Date step buttons in the transaction dialog for quick day-by-day navigation.
- Auto-text placeholders for templates:
$$_JJJJ_$$ for the current year and $$_JJJJ-1_$$ for the previous year.
Improvements
- Faster account reordering.
- Edited transaction is re-selected in the list after saving.
- Date picker formats adapt to the current locale.
Bug Fixes
- Fixed OR filter for source and target accounts not working in non-English locales.
- Fixed recursive start balance calculation for parent accounts.
- Fixed CSV import order for newest-first files.
- Fixed transaction date change not enabling the OK button.
Initial public release of AloxBook.
New Features
- Double-entry personal bookkeeping with a hierarchical account tree.
- Optional password-protected local storage with SQLite and SQLCipher.
- Transaction templates and CSV import with auto-detection.
- Evaluation tab with account development view.
- Close and Carry Forward to start a new period.
- Multilingual interface with English, German, and French support.
- Windows installer with automatic updates through Velopack.
- Linux support via AppImage and Flatpak.
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