Version 1.0.3 adds a new PennyPilot finance command center.
New updates include Cashflow Sankey charts, a balance sheet and asset allocation view, a PennyPilot AI assistant, internal finance tools for AI answers, and an affordability calculator. The dashboard layout is cleaner and more responsive, with the AI panel available as a desktop side panel or mobile drawer.
Main changes:
Forecast now shows a Monthly Forecast table:
opening balance
scheduled income
scheduled expenses
net change
closing balance
lowest balance for each month
Forecast now shows Scheduled Categories:
which scheduled categories make up income/expenses
item count
total amount
percentage/share bar
Advanced Reports now has filters:
filter by month
filter by category
Advanced Reports now shows Filtered Transactions:
the exact Main Checking expense transactions behind the report total
CSV export now includes those filtered transactions too.
Test map was updated with checks for the new forecast/report behavior.