Configurable weekly and monthly email reports
xpenser added weekly and monthly email reports with aggregate finance insights, delivery tracking, and reusable OpenAI and email helpers.
Users can opt into scheduled finance summaries that turn aggregate xpenser data into weekly or monthly email reports.
This release came from PR #17 and is now part of the xpenser release archive. It gives people evaluating an open-source expense tracker a clearer view of how the product has improved over time.
What changed
- Added weekly and monthly report preferences.
- Tracked report deliveries with idempotent delivery keys.
- Separated reusable OpenAI and email provider helpers from report-specific analytics.
Why it matters
Email summaries help users review spending without opening the app every time. The implementation sends aggregate analytics, not transaction notes, to keep report generation focused.
Where it fits
This extends xpenser beyond dashboards into proactive personal finance reporting.
For a broader product overview, start with the xpenser home page. Developers can also explore the personal finance API and MCP tools, while self-hosters can review the self-hosted personal finance tracker page.