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period transaction filters

Period-aware transaction navigation

xpenser now carries the selected dashboard, vendor, or report period into transaction filters when users open the transactions view.

Published June 28, 2026
xpenser dashboard showing monthly income, expense, and category summaries

xpenser now preserves reporting period context when users move from summary views to transactions.

If a user is reviewing a month, week, quarter, or year on Dashboard, Vendors, or Reports, opening Transactions now presets the date filters to that same period.

What changed

  • Added period-aware navigation into the Transactions page.
  • Converted dashboard periods into transaction from and to filters.
  • Preserved the user's timezone when resolving day, week, month, quarter, and year ranges.

Why it matters

Finance review is usually period-based. When a user sees a number on a dashboard and opens transactions, the transaction list should start from the same time window instead of all history.

This keeps the investigation flow tighter: review a summary, open the underlying rows, and adjust filters only when needed.

Where it fits

This connects xpenser's dashboard, vendor analytics, reports, and transaction history into a more consistent 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.