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expense dashboard transaction filters

Dashboard totals now link to transaction filters

xpenser dashboard income and expense totals now link directly to filtered transactions for the selected reporting period.

Published May 30, 2026
xpenser dashboard showing monthly income, expense, and category summaries

Dashboard totals became actionable: users can jump from a summary number to the transactions behind it.

This release came from PR #9 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

  • Linked income and expense aggregate cards to filtered transaction views.
  • Kept net as a non-clickable summary value.
  • Added e2e coverage for aggregate links and filtered transaction results.

Why it matters

Finance dashboards are more useful when summaries are traceable. This release helps users audit why a total changed without rebuilding filters manually.

Where it fits

The work connects the dashboard and transactions page into a tighter expense tracking workflow.

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.

Start hosted, then self-host when ready

Create a hosted xpenser account for the public instance, or review the MIT licensed source and run your own deployment from Docker Compose.