Debit & Credit 6.1: New Reports Engine

Debit & Credit
2 min readMar 7, 2023

Right from the start, I have to admit that it is really hard to write about updates that don’t have apparent user-facing changes.

That being said, as I have previously explained in the previous article internal upgrades are important to ensure that the app is running well in the future.

“How much do I earn compared to my expenses?” report in Debit & Credit

This time I have spent a lot of time re-writing the reports engine which is responsible for generating reports information. As a result, some reports are now loading even faster than before and others have fewer bugs.

Combined with the previous release that has updated the user interface of reports, Debit & Credit now has almost the whole “Reports” section running on the new code (with a couple of small exceptions such as the report settings form).

Release Notes for the Version 6.1

• loading the “What will happen to my wealth in the future?” report with date periods over a year is now 3–4 times faster

• loading the “What do I spend my money on?” report with enabled grouping option is now up to 50% faster

• fixed bug when the “How much do I earn compared to my expenses?” report was incorrectly presenting information for mixed splits and refunds with splits

• fixed bug when selecting only a parent category and then enabling the grouping option in the “What do I spend my money on?” report settings would result in incorrect report results

• fixed bug when a transfer to an account that is excluded from net wealth calculation was not decreasing amounts in the “What will happen to my wealth in the future?” report

• fixed bug when split amounts were incorrect when exporting transactions directly from a report

• fixed bug when total category amounts were rounded when exporting transactions directly from a report

What is Next

After a brief pause, I would like to explore potential improvements to financial plans. Is there a way to upgrade the UI first just like I did with reports? Can I create a spreadsheet interface for plans on the iPad? Those questions will have to be answered :)

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