SplitMate v2 — Release Notes
Features and enhancements delivered in the v2 development cycle.
💰 Budgeting System
Overview
A comprehensive budgeting module enabling personal and group-level financial planning.
Features
- Create Budgets — Personal budgets for individual tracking or Group budgets shared across members
- Optional Budget Cap — Set a spending limit to monitor expenses against a target; alerts trigger at 80% usage
- Income Tracking — Add income entries to any budget with description, amount, and date
- Balance Overview — Real-time view of total income, total spent, and remaining balance per budget
- Expense Linking — Manually link existing group expenses to a budget for accurate spend tracking
- Filter, Sort & Search — Consolidated filter popover with text search, type/member filters, sort options, and date range
- View Modes — Combined (chronological timeline of income + expenses) or Separate (grouped by type)
- PDF Export — Export full budget reports including income entries, linked expenses, and balance summary
Affected Components
BudgetView.tsx — Main budget dashboard with filters, views, and managementCreateBudgetDialog.tsx — Budget creation with type, members, cap, and date selectionAddIncomeDialog.tsx — Income entry with amount, description, and date picker
🎨 Enhanced UI & User Experience
Overview
Redesigned interface for a cleaner, more intuitive experience across mobile and desktop.
Enhancements
- Streamlined Layout — Navigation icons moved above summary cards for faster access with reduced scrolling
- Contextual Card Hiding — Summary cards (Total Spent / Members) auto-hide when Budget section is active, maximizing screen real estate
- Responsive Filter Popover — All filter, sort, and search controls consolidated under a single icon with active filter badge
- Glass-morphism Cards — Subtle backdrop blur and transparency for modern card aesthetics
- Smooth Transitions — Fade-in animations on section switching for polished navigation feel
🌗 Dark & Light Mode
Overview
Full theme support with persistent user preference.
Features
- Toggle Switch — Moon/Sun icon in the header for instant theme switching
- Persistent Preference — Selected theme saved to localStorage and restored on return
- Consistent Theming — All components, cards, dialogs, and charts respect the active theme via CSS design tokens
- Semantic Tokens — HSL-based color system ensures proper contrast in both modes
Affected Components
ThemeProvider.tsx — Context provider managing theme state and DOM class togglingThemeToggle.tsx — Header button for switching between light and dark modes
Overview
Introduced a slide-out sidebar for comprehensive feature access on all screen sizes.
Features
- Hamburger Menu — Accessible from the header on both mobile and desktop
- Section Navigation — Quick links to Expenses, Budget, Charts, Split, and History
- Action Shortcuts — Direct access to Add Expense, Export PDF, Members, and Share Settings
- Group Management — Close Group option (creator-only) with confirmation dialog
- Auto-Close — Sidebar dismisses on navigation for seamless flow
Affected Components
GroupDashboard.tsx — Sheet-based sidebar with navigation sections and action items
📊 Budget Charts & Analytics
Overview
New chart visualizations for deeper financial analysis across budgets.
Features
- Budget vs Actual — Bar charts comparing budget caps against actual spending
- Income vs Expenses — Visual breakdown of income and expenditure per budget
- Group-wise Analysis — Charts segmented by group budgets for team spending insights
- Personal Planning — Individual budget performance charts for personal financial tracking
- Integrated View — Charts section in the main dashboard with budget data alongside expense analytics
Affected Components
ExpenseCharts.tsx — Extended with budget-aware chart panels for income, expenses, and balance analysis
🤝 Settlements & Settlement History
Overview
A complete settlement system for resolving group balances with role-based access control.
Features
- Smart Settlement Calculation — Automatic computation of who owes whom and the optimal settlement amounts
- Settle Up — One-click settlement recording between members
- Settlement History — Full log of past settlements with timestamps and amounts
- Group-based Access — Members can only settle their own debts within the group
- Admin Override — Group creator (admin) can settle any outstanding balance on behalf of members
- Activity Logging — All settlements recorded in the group activity history for transparency
Affected Components
SettlementView.tsx — Settlement dashboard with balance overview, settle actions, and historyGroupDashboard.tsx — Split section routing and creator-based permission passing
🗓️ Date Selection for Expenses, Budgets & Income
Overview
Calendar-based date selection across all financial entry points.
Features
- Calendar Date Picker — Popover-based date selector on Add Expense, Create Budget, and Add Income dialogs
- Default to Today — Pre-selects current date but allows past or future dating
- Edit Mode Support — Pre-populates calendar with existing date when editing entries
- Consistent Design — Uses
react-day-picker styled to match the app’s design system
Affected Components
AddExpenseDialog.tsx — Date field with calendar pickerCreateBudgetDialog.tsx — Date field with calendar pickerAddIncomeDialog.tsx — Date field with calendar picker
🔍 Consolidated Budget Filters with Date Range
Overview
Unified filtering interface replacing scattered filter controls.
Features
- Single Filter Icon — Sliders icon next to “New Budget” opens a responsive popover
- All Filters in One Panel — Text search, budget type, member filter, sort options, view mode toggle, and date range
- Date Range Filtering — From/To calendar pickers for filtering transactions by date
- Same-day Filtering — Selecting identical From and To dates correctly shows all entries for that day
- Active Filter Badge — Visual count of currently applied filters on the icon
- Clear All Filters — One-click reset for all active filters
- Responsive Design — Fully functional on mobile and desktop viewports
Affected Components
BudgetView.tsx — Complete filter UI overhaul with date range support
Summary of All Changes
| Feature |
Type |
Description |
| Budgeting system |
New Feature |
Personal & group budgets with income tracking, caps, and balance overview |
| Budget PDF export |
New Feature |
Export budget reports with income, expenses, and balance |
| Dark & light mode |
New Feature |
Full theme toggle with persistent preference |
| Sidebar navigation |
New Feature |
Slide-out menu for feature access and group management |
| Budget charts |
New Feature |
Income vs expenses and budget vs actual visualizations |
| Settlement system |
New Feature |
Settle debts with history, group access, and admin override |
| Expense date picker |
Enhancement |
Calendar-based date selection for adding/editing expenses |
| Budget date picker |
Enhancement |
Calendar-based date selection for creating/editing budgets |
| Income date picker |
Enhancement |
Calendar-based date selection for adding/editing income |
| Navigation restructure |
UX Improvement |
Icon tabs moved above cards for faster access |
| Budget-mode card hiding |
UX Improvement |
Summary cards hidden in budget view for more space |
| Consolidated filter popover |
New Feature |
All budget filters in a single responsive popover |
| Date range filtering |
New Feature |
Filter budget transactions by date range |
| Same-day date filtering |
New Feature |
From = To date shows all entries for that day |
| Active filter badge |
Enhancement |
Visual count of applied filters |
| Clear all filters |
Enhancement |
One-click filter reset |
| Enhanced UI |
UX Improvement |
Glass-morphism, animations, and responsive layout refinements |