Financial Sidekick

iOS Universel / Finance

Take control of your finances with Financial Sidekick – the all-in-one app for tracking expenses, setting budgets, and managing your expenses. Whether you’re planning monthly expenses, tracking income, or analyzing your financial habits, Financial Sidekick provides powerful tools in a beautifully simple interface.

Terms of Use (EULA): https://github.com/aashton1968/Support/wiki/Terms-of-Use-(EULA)
Privacy Policy: https://github.com/aashton1968/Support/wiki/Privacy-Policy

Quoi de neuf dans la dernière version ?

What's New

Import accuracy
Fixed an issue where re-importing the same bank export could create duplicate transactions in certain cases. The deduplication logic now uses a consistent algorithm across all import and cleanup paths.

Smarter category matching
Category search terms now require a whole-word match when auto-categorising imported transactions. Short keywords like "art" or "park" will no longer incorrectly fire on unrelated descriptions (e.g. Walmart, departures).

Transaction filters now reflected in page totals
When filtering by date or account in the Transactions list, the page count and row range now correctly reflect your filtered results instead of always showing the full unfiltered total.

Account deletion now removes associated transactions
Deleting an account now cleanly removes its transactions. Previously, those transactions remained in the database as invisible orphaned records.

Balance initializer accuracy
The Set Current Balance calculation in Account Detail now waits for all transactions to load before computing the initializer amount, preventing an incorrect value being applied if you tapped "Apply" immediately on opening the view.

Performance improvements
- Transaction list filtering and chart rendering are faster, particularly on large datasets
- Charts update more smoothly when switching between date and account filters
- Category auto-assignment during import requires fewer database reads

Stability
- Cancelling or navigating away from a CSV import now reliably stops the import without committing a partial result
- Deleting category data is now an atomic operation — it either fully succeeds or fully rolls back
- Various internal code quality improvements and dead code removal