Changelog

What's new in HLF Budget Tracker

v1.2.02026-05-28

Month at a Glance Dashboard

  • ·The dashboard is now a single, top-to-bottom story of your month: where money went, what came in, and what's left — no more hunting across five cards and charts to piece it together.
  • ·Expenses come first, grouped by category with recurring items clearly tagged. Categories with a budget show a progress bar and tell you how much is left (or how far over you went).
  • ·Income is laid out the same way, so you can see exactly what you brought in — and a friendly nudge to add any income you haven't logged yet, since that's what makes your surplus accurate.
  • ·One clear bottom line: your surplus to allocate, or a plain warning when you've spent more than you earned. A single bar shows how your income split between spending, savings, and what's left.
  • ·Put your surplus to work — when you finish the month ahead, allocate the leftover straight to a savings goal in one step, with a 'fill to goal' shortcut. No savings goal yet? A quick link to set one up.
  • ·Money set aside in savings categories now shows in its own section, separate from everyday expenses, so your spending picture isn't muddied by intentional saving.
v1.1.02026-05-09

Shared Auth & Single Sign-On

  • ·Unified sign-in across the HLF suite — your account now lives in a single shared auth database, so the same username and password work in Wheel Tracker, Bookkeeping, and Budget Tracker. Profile and password changes made in any app update everywhere.
  • ·Single sign-on across subdomains — signing into one HLF app signs you in to all of them automatically (production only).
  • ·Behind the scenes: removed the local User table and the unused NextAuth adapter tables (Account, Session, VerificationToken); auth flows now read and write through the shared @hlf/auth-db package.
v1.0.12026-05-08

Monorepo Migration

  • ·Moved to the HLF Platform monorepo — all three HLF apps now live in a single codebase, share a common component library, and deploy from one place. No changes to features or data.
v1.0.02026-04-30

Launch

  • ·Track every dollar — log income and expenses, assign categories, and add notes. Recurring items like rent and salary are set once and show up every month automatically.
  • ·Know your budget at a glance — set monthly spending limits per category and watch progress bars fill in real time as you spend. No need to reconfigure each month.
  • ·Dashboard that tells the full story — see your income, spending, what you actually saved, your savings rate, and what's still unallocated, all in one view. Flip back to any past month to compare.
  • ·Savings that make sense — mark categories like your 401(k) or emergency fund as savings so your savings rate reflects intentional allocation, not just whatever was left over.
  • ·Reports to spot the patterns — view the full year as a bar chart, a monthly breakdown table, or a category-by-category spend breakdown. Switch between income and expense views.
  • ·Three retirement paths, side by side — the Retirement Calculator shows Traditional FIRE (the 25× rule), Coast FIRE (invest enough now and let it grow), and Wheel FIRE (generate monthly income from your portfolio) all at once so you can see how they compare.
  • ·Your real net worth, calculated — add your home, vehicles, and other assets, your debts, and your investment accounts. The app does the math and shows you where you stand.
  • ·Wheel Strategy income built in — flag which investment accounts you actually use for options trading. Set your target monthly yield with a slider and see what your portfolio is already generating and what you'd need to fully cover your budget.
  • ·Try it without an account — the Retirement Calculator is publicly available. Anyone can run their numbers and see all three retirement scenarios without signing up.
  • ·Looks great, works anywhere — full dark and light mode, clean sidebar navigation, and a layout that works on desktop and mobile.