Release history

Changelog

A running log of every update, fix, and improvement to Clearbook Ledgr.

v0.1.0 Alpha May 2026
✦ New
  • Initial Alpha Release!
  • Installment loan tracking with automatic amortization schedules and payoff projections
  • Credit card tracking with utilization percentage and payoff timeline
  • Mortgage tracking with full PITI breakdown including escrow and PMI
  • Income tracking with weekly, bi-weekly, monthly, and yearly frequency support
  • Pre-tax income field with automatic tax burden and effective tax rate calculation
  • Budget categories with monthly allocation and spending tracking
  • Expense logging linked to budget categories
  • Bank account tracking with APY and estimated annual interest
  • Investment account tracking for 401(k), Roth IRA, IRA, brokerage, and HSA
  • Live net worth dashboard pulling from all accounts — assets, liabilities, home equity, and cash flow
  • Payment history logging for loans, credit cards, and mortgages with principal/interest/escrow breakdown
  • Delete payment with automatic balance restoration
  • Full amortization schedule viewer on installment loans and mortgages
  • Budget vs actual bar chart with color-coded spending thresholds
  • CSV export on every page with timestamped filenames and toast notification
  • PDF financial summary report export from the dashboard
  • Tooltips and info banners on all data entry pages
  • Edit functionality on all entries across all pages
  • Settings page with password change, display name, and account deletion
  • Forgot password flow with email reset link
  • Terms of Service and Privacy Policy in app and on website
  • Dark mode UI throughout
  • Collapsible sidebar navigation
  • PMI alert when LTV drops to or below 80%
  • Custom app icon and window title branding
  • Web app available at app.clearbookledgr.com
  • Windows desktop installer (.exe) available for advanced users
  • Dedicated download page with Windows security disclaimer
  • Branded email templates for account verification and password reset
  • Website live at clearbookledgr.com with changelog, terms, and privacy pages
✕ Known Issues
  • Display name on Settings page is not yet persisted to the database
  • Windows desktop app may conflict with Smart App Control — web app recommended for most users
  • Code signing not yet implemented — planned for beta release
  • Mac desktop app not yet available — planned for beta release