Pledger.io

Accounts in finance

Mon, 01 Jan 0001 00:00:00 +0000

Pledger.io supports keeping track of multiple accounts for a full overview of your finances. Accounts are one of the main concepts in Pledger.io to attach transactions to. An account can be a bank account, a credit card, a loan, a savings account, or any other financial account.

In a double bookkeeping system, accounts are divided into different categories. Each transaction is recorded in two accounts, one account is debited, and the other account is credited.

ADR-001 Contract-first OpenAPI with Micronaut code generation

Mon, 01 Jan 0001 00:00:00 +0000

Status

Accepted

Context

The REST API must stay consistent for the separate web UI and any API clients. Handwritten controllers and DTOs tend to drift from documentation unless the contract is the single source of truth.

The project already ships an OpenAPI 3.1 description split across src/contract/ and uses the Micronaut OpenAPI Gradle plugin.

Creating your user to login

Mon, 01 Jan 0001 00:00:00 +0000

After installing Pledger.io, you will need to create a user to login. This user will be the first user of the application and will allow you to login and start using the application.

Open your browser and navigate to the URL where you installed Pledger.io. You will be redirected to the login page.

The login page

On this login page click on the “register a new account” link. This will open the registration dialog in which you can create your user.

Docker compose

Mon, 01 Jan 0001 00:00:00 +0000

“Docker-compose” is a tool that can be used to bundle multiple containers into one single deployment. When managing the images and volumes needed for Pledger.io this method is preferred rather than single container runs.

Create a compose file

A compose file describes how the deployment of the various images should happen. To be able to deploy Pledger.io you can use the compose file below as a template.

How to manage your budgets

Mon, 01 Jan 0001 00:00:00 +0000

After a while of creating transactions you may find the same type of transaction always recurring. Or alternatively you may want to reduce spending on certain type of transactions, or at the very least keep track that the spending does not increase dramatically.

These type of transactions can be grouped together in budgets, as they are recurring costs. For each budget you can allocate a specific amount of money every month. Pledger.io will then keep track of your expected and the actual expenses.

Pledger.io introduction

Mon, 01 Jan 0001 00:00:00 +0000

Pledger.io is a self-hosted web application that helps you to manage your money better and easier. It can keep track of your income and expenses, and help you to categorize them. Pledger.io is a fully self-hosted application, which means that you can install it on your own server or computer and have full control over your data.

Personal finance management is a very important part of our lives. It helps us to understand where our money is going, and to make better decisions. Pledger.io is designed to be simple and easy to use, so that you can focus on managing your money, and not on managing the application.

The business domain of Pledger.io

Mon, 01 Jan 0001 00:00:00 +0000

The diagram below depicts the domain model that is used in Pledger.io. In this domain you can clearly see that the Transaction is linked to the Account using at least two Parts. It also indicates that there are multiple concepts that describe the context of a transaction, these are:

Budget
Category
Tag
Contract

Domain model

In this design the choice was made to attach everything on a UserAccount. Where the Account is the primary entity, with an enumeration in it to indicate the type of account.

Using the AI features

Mon, 01 Jan 0001 00:00:00 +0000

Caution

This functionality is still under active development and should be considered a preview feature. Some of the configuration or usage may be a bit more difficult.

Since version 4.0.0 of Pledger.io support for Large Language Models (LLM) has been added. A Large Language Model (LLM) is an advanced machine learning model trained on vast amounts of text data to understand, generate, and process human-like natural language.

Version 1.x

Mon, 01 Jan 0001 00:00:00 +0000

Browse all 4 releases in the 1.x line. Latest: 1.4.3 (19 August 2020).

Back to all releases

1.4.3 - 19 August 2020

Added

FIN-94 Add debt recording into the backend
FIN-130 Add correlation to logging to relate log lines to requests

Changed

FIN-125 Allow for creating new rule groups in UI
FIN-129 Extract the transaction rule matcher / applier to separate system

Bug fixes

FIN-126 Paging on contract detail page not working
FIN-127 The top account listing on the expense report is sorted incorrectly
FIN-128 Profile export budgets wrong serialized date
FIN-134 Issue with first transaction day counted double in the balance per account graph
FIN-135 Missing liability percentage on overview screen

1.3.1 - 5 June 2020

Added

FIN-84, FIN-80, FIN-83 - Add tagging support in backend

Changed

FIN-108 Setup language selection to survive the users session

Bug fixes

FIN-105 The total income per month is not visible on budget report
FIN-110 Paging not stored in history on account expense list

1.2.0 - 18 May 2020

Added

FIN-60 Add functionality to set category, budget and contract on multiple transactions at once
FIN-79 Allow for transaction exporting

Changed

FIN-77 Enable the contract expiration warning BPMN flow
FIN-104 Add create transaction option from the global transaction overview

Bug fixes

FIN-103 Scheduled transaction only records one transaction

1.1.0 - 12 May 2020

Added

FIN-58 Add text search and page ordering for the account detail page
FIN-59 Add search feature on the creditor / debtor overview page
FIN-64 Add page history when navigating between the transaction overview pages
FIN-101 Add a category and budget PIE charts to global transaction overview

Bug fixes

FIN-102 Fix issue in editing flag setting type in the setting form

Download from GitHub Releases.

ADR-002 Multi-database strategy with dialect-specific Flyway migrations

Mon, 01 Jan 0001 00:00:00 +0000

Status

Accepted

Context

Users self-host Pledger.io on different environments. The application supports PostgreSQL, MySQL, and H2 (development/tests). SQL dialects differ (types, indexes, functions), so a single generic migration script set is fragile.

Decision

Use Flyway with separate migration trees under src/main/resources/db/migration/ (for example psql/ and mysql/). Select the appropriate datasource and Flyway locations via Micronaut configuration profiles. Rely on dialect-appropriate drivers at runtime.

Creating your first account and transactions

Mon, 01 Jan 0001 00:00:00 +0000

Once you have your account set up, you can start creating accounts and transactions. This section will guide you through the process of creating your first account and transaction.

Setting up your first accounts

To get started, you need to create accounts to track your finances. You can create accounts for your bank, credit card, and cash transactions.

The backend design for Pledger.io

Mon, 01 Jan 0001 00:00:00 +0000

The REST-api is the main part of the application. This is a Java base web application that contains all the business logic for Pledger.io. The user interface is bundled into the application by the Deployment setup.

Used tooling

This part of Pledger.io is build using the following tooling:

Gradle, used as the build tool.
Micronaut framework, used as the DI and API framework.
LangChain4j, used as the engine to interact with Vector stores and LLM implementations.

Rest design

The REST interface is designed contract-first. This means that all APIs are designed in an Open API Specification file and interfaces are generated using Micronaut.

Transaction import

Mon, 01 Jan 0001 00:00:00 +0000

Api operations involved

In the frondend application the following API operations are involved:

POST /v2/api/batch-importer-config, for creating a new import configuration.
POST /v2/api/batch-importer, for creating a new import job.
GET /v2/api/batch-importer/{slug}/tasks, for fetching the active pending task requiring user interaction.
POST /v2/api/batch-importer/{slug}/tasks, for providing the user input required for the task.

Creating configuration

When calling the POST /v2/api/batch-importer-config API operation, the user must provide the following information:

Transactions in finance

Mon, 01 Jan 0001 00:00:00 +0000

What is a transaction?

A transaction is a very simple thing. Money moves from one account into another. It does not matter if it is an expense, income or moving money around your own accounts.

A transaction in Pledger.io is stored as a single move of money with at least two accounts involved. So a deposit of your salary would look something similar to this:

Version 2.x

Mon, 01 Jan 0001 00:00:00 +0000

Browse all 8 releases in the 2.x line. Latest: 2.4.2 (28 November 2022).

Back to all releases

2.4.2 - 28 November 2022

Changes

Upgrade to various libraries underneath the backend of Pledger.io.

2.4.1 - 5 November 2021

Bug fixes

FIN-255 Contract warning never gets triggered
FIN-254 Scheduled transaction does not add new transactions
FIN-256 Correct styling profile page with new layout
FIN-253 Fix styling in the income / expense report table for difference
FIN-252 Fix styling of overview buttons in the dashboard
FIN-251 Fix table styling in account overview
FIN-250 Fix styling in month / year selector in the breadcrumb bar
FIN-249 Fix account logo position in the transaction overview
FIN-248 Fix styling in phone resolution
FIN-247 Fix styling in the logon / register dialogs

2.4.0 - 9 September 2021

Added

FIN-242 Add support for saving goals

Changes

FIN-246 Update API documentation for next release
FIN-244 Redesign sidebar menu
FIN-245 Add help text to various edit screens

Bug fixes

FIN-239 Split of transaction fails on database exception
FIN-237 Y-axis displays undefined in the income/expense report
FIN-236 Y-axis displays undefined in the dashboard graphs

2.3.0 - 17 May 2021

Added

FIN-235 Setup a relation between contracts and scheduled transactions
FIN-190 Redesign the account transaction page
FIN-231 Create scheduled transaction from a transaction

Changes

FIN-232 Tags are not correctly saved during the creation of a transaction

Bug fixes

FIN-234 Upgrade the front-end frameworks
FIN-233 Select all transaction on the page

2.2.0 - 25 February 2021

Added

FIN-218 Update upload locations to include new drag and drop system

Changes

FIN-215 Move to front-end created graphs
FIN-224 Phase out Moment.js in front-end

Bug fixes

FIN-226 Cannot change company of a contract even though interface allows it
FIN-228 Images for the upload account logo are not displaying correctly
FIN-219 Update dashboard for correct budget display in graph

2.1.0 - 7 December 2020

Added

FIN-187 Add an overview of the active tokens on profile page
FIN-188 Add support for long-lived refresh tokens for API B2B
FIN-189 Add support for account icons
FIN-197 Add archive option for failed importer jobs

Bug fixes

FIN-198 Last transaction on own-overview shows undefined
FIN-223 Contract creation results in exception

2.0.2 - 16 November 2020

Bug fixes

FIN-192 Autocomplete of tags does not work
FIN-193 Income / Expense report the revenue list shows negative numbers
FIN-194 Interest not shown in liabilities / edit
FIN-195 Export of profile fails with transaction issue
FIN-196 2-Factor authentication code fails

2.0.0 - 12 November 2020

WARNING: This is a major release, before migrating please back up your database and storage locations. The entire application core has been reworked.

With Kubernetes

Mon, 01 Jan 0001 00:00:00 +0000

To deploy Pledger.io in a Kubernetes cluster you can use the following snippet. This will create a deployment, pod and service registration in the Kubernetes cluster.

After this you should create your own reverse proxy to expose it, either using Nginx, Apache or a Traefik ingress.

Warning

Kubernetes is an advanced platform and should only be used if you already have some experience.

ADR-003 Use Jetty as the HTTP server runtime

Mon, 01 Jan 0001 00:00:00 +0000

Status

Accepted

Context

Micronaut supports multiple HTTP runtimes (notably Netty and Jetty). The choice affects threading model, integration with servlet-style features, dependency footprint, and operational familiarity.

Decision

Configure the Micronaut application to use runtime("jetty") and depend on micronaut-http-server-jetty as the embedded server for this service.

Budgets in finance

Mon, 01 Jan 0001 00:00:00 +0000

A budget serves as a detailed plan for how you will allocate your financial resources over a specific period, typically monthly or annually. It outlines your expected income and expenses, and allows you to compare your actual financial performance against your budgeted performance.

Why is the income budgeted?

Your budget starts with an estimation or listing of all your sources of income. This includes salaries, wages, bonuses, freelance earnings, rental income, investment dividends, etc. Your total income serves as the foundation upon which you’ll base your spending and saving decisions.

Creating and categorizing transactions

Mon, 01 Jan 0001 00:00:00 +0000

Recording transactions into Pledger.io is the first step in managing your finances. They are the records of money coming in and going out of your accounts. Transactions can be categorized to help you understand where your money is going and where it is coming from.

This guide will show you how to create and categorize transactions in Pledger.io. The guide will not go into how to budget, but will show you how to categorize transactions using categories and tags. Budgeting is covered in another guide.

Getting support

Mon, 01 Jan 0001 00:00:00 +0000

Issues

If you found a bug, have a feature request or another idea for improvements, please open an issue on GitHub. Include as much detail as possible to make it easier to identify and solve the bug.

Note

Keep in mind this is a project that is only developed by on voluntary basis. It may take some time for issues to be resolved.

The UI design for Pledger.io

Mon, 01 Jan 0001 00:00:00 +0000

The user interface is a React-based application. It is built up using the following frameworks and tools:

React, used as the UI framework.
Typescript, used as the programming language.
Chart.js, used for the rendering of the various charts inside the application.
Primereact, used as the primary UI component library for the application.
axios, used for the communication with the REST-api.

Overview

The Pledger.io application follows a layered architecture pattern, separating concerns into distinct layers that interact with each other in a controlled manner. This document describes the high-level architecture of the application, including its main layers and components.

Version 3.x

Mon, 01 Jan 0001 00:00:00 +0000

Browse all 15 releases in the 3.x line. Latest: 3.8.0 (3 January 2025).

Back to all releases

3.8.0 - 3 January 2025

Bug-fixes

Change the logging to include the date of an event, making troubleshooting easier.
Styling updates in the UX with regards to the transaction overviews
Reduced button sizes in the card headers
Made the create transactions buttons more accessible in the global transaction overview

3.7.1 - 29 November 2024

Bug-fixes

Resolved an issue where the transaction pages were not loading due to an issue with transaction isolation levels of Camunda and the application.

3.7.0 - 10 November 2024

Added

Add transaction suggestion feature
Add create account import

Changes

Simplify some request entities
Remove Database Migration Factory and related classes
Update the build speed

3.6.0 - 13 September 2024

Changes fixes

Include api generation for website
Add a light theme to the website

3.5.3 - 14 August 2024

Bug fixes

Fix an issue with the transaction form not redirecting to the previous page after saving.

3.5.2 - 9 August 2024

Changes

Restructure types in the UX
Style fixes in the UX
Update router configuration in the UX
Various dependency upgrades in UX and REST layer

Bug fixes

Fix the to field issue in the liability payment form.
Fix the route and loading of the schedule transaction edit form.
Fix issue in the category label not visible in transaction rules.

3.5.1 - 20 June 2024

Bug fixes

Fix localization issues in the application.

3.5.0 - 17 June 2024

Changes

Adjust some styling and lay outing issues in the front-end by

Bug fixes

Adding funds fails silently
Bump various libraries used by the application

3.4.1 - 23 May 2024

Added

2-factor authentication added to the user login process

Changed

Increased performance for the CSV import process
Added support for SMTP configuration for email notifications

3.3.0 - 29 March 2024

Added

FIN-353 Re-add the functionality to start new budget periods and adjust expenses

Changed

FIN-352 Update the architectural documentation to include the business processes
FIN-354 Modernize the build scripting for the backend system

3.2.0 - 1 March 2024

Added

FIN-275 Update the import transactions view
FIN-348 Update the testing framework for BPMN flows

Bug fixes

FIN-349 Importing of budgets in a profile fails
FIN-350 When exporting and importing liability accounts the initial transaction should be included

3.1.0 - 6 February 2024

Added

FIN-271 Update the automated rules view
FIN-326 Add the reconciling to the own account view
FIN-338 Create support to create an account from the account autocomplete
FIN-347 Add creation of category from the autocomplete

Bug fixes

FIN-339 Updating a saving goal with date in the past fails

3.0.2 - 23 January 2024

Bug fixes

FIN-342 Spacing autocomplete accounts incorrect
FIN-343 Tabbing out of account autocomplete invalidates field
FIN-344 The balance graph for account detail overview is wrong on initial load
FIN-345 Logos on the yearly income / expense to large
FIN-346 Category report monthly spending table not updating correctly

3.0.1 - 19 January 2024

Bug fixes

FIN-340 Creating of transaction fails
FIN-341 Incorrect double / in breadcrumb with links

3.0.0 - 18 January 2024

Added

FIN-263 Update the dashboard page
FIN-264 Update the Income & Expense report
FIN-265 Update the Budget vs Spent report
FIN-266 Update the Category report
FIN-267 Update the Budget section
FIN-268 Update the contract management
FIN-269 Update the global transaction view
FIN-270 Update the Recurring transaction view
FIN-271 Update the automated rules view
FIN-272 Update the account view
FIN-273 Update the options view
FIN-274 Update the categories view
FIN-319 Update the localization files using the localization project
FIN-320 Update the release pipeline to the new front-end
FIN-333 Add architectural documentation
FIN-334 Update the profile pages

Bug fixes

FIN-329 Dropdown of currency in reports is incorrectly formatted
FIN-330 Autocomplete cannot be changed after a value is selected
FIN-331 Initial value of own account selector undefined
FIN-335 The transaction detail in the listing shows incorrect amount
FIN-336 Category page does not load without categories
FIN-337 Default account type incorrect when creating account

Download from GitHub Releases.

Windows Application

Mon, 01 Jan 0001 00:00:00 +0000

Since release 2.0.0 it is possible to install Pledger.io as a standalone application for Windows 10. Once installed it will automatically start the server and connect you to it.

Warning

The standalone version of Pledger.io is still experimental. Make sure you back up the database regularly to prevent data-loss.

Installation

Install Java runtime

At this time Java is not included in the Pledger.io installer. Follow the steps below to install Java 21:

ADR-004 Enforce modular boundaries with ArchUnit

Mon, 01 Jan 0001 00:00:00 +0000

Status

Accepted

Context

The codebase is a modular monolith: many bounded contexts in one repository. Without enforcement, package dependencies creep across boundaries (“just one import”), cycles appear, and refactors become risky.

Decision

Use ArchUnit in ArchitectureTest to enforce:

Configuring your application

Mon, 01 Jan 0001 00:00:00 +0000

Pledger.io uses environment variables to configure the application.

General configuration options

Variable	Description	Default
`DB_TYPE`	The type of database to use, allowed are `h2` or `mysql`	h2

MySQL configuration options

If the database type is set to mysql then the following environment variables are used.

Contracts in finance

Mon, 01 Jan 0001 00:00:00 +0000

In Pledger.io contracts are agreements between two or more parties to do something for each other.

What are contracts in finance?

Imagine you and your friend want to trade something valuable, like toys. You both want to make sure the trade is fair and everyone keeps their promises. So, you decide to write down what each of you will give and get in a piece of paper. That piece of paper is like a contract.

Deployment strategy for Pledger.io

Mon, 01 Jan 0001 00:00:00 +0000

The deployment repository is used to bundle the user-interface and REST-api into a single deployable artifact. This repository is built using the following tooling:

Gradle, used as the build tool.
Docker, used to create the docker images.
Electron, used to create the desktop application.

Build process

Pulling the latest version of the user-interface and REST-api.
Building an output archive for the combined REST-api and user-interface.
Building a docker image for the combined REST-api and user-interface.
Building an electron application for the combined REST-api and user-interface.
Pushing the docker image to the docker registry.
Pushing the desktop application to the release repository.

Version 4.x

Mon, 01 Jan 0001 00:00:00 +0000

Browse all 11 releases in the 4.x line. Latest: 4.4.2 (15 July 2025).

Back to all releases

4.4.2 - 15 July 2025

Bug-fixes

Hotfix/resolve analyze job per user, preventing analysis jobs to get stuck on users with missing transaction for a given month.

4.4.1 - 13 July 2025

Bug-fixes

Rename year_month to year_month_found in all affected files, issue with reserved keyword in MySQL

4.4.0 - 12 July 2025

Changes

Add OpenID support to the application
Add spending insight and pattern detection

Dependency updates

Back-end

Update dependency io.micronaut.platform:micronaut-platform to v4.9.0
Update plugin com.diffplug.spotless to v7.1.0
Update plugin org.openapi.generator to v7.14.0
Update dependency com.opencsv:opencsv to v5.11.2
Update plugin io.freefair.lombok to v8.14
Update dependency org.junit.jupiter:junit-jupiter-api to v5.13.0
Update dependency org.bouncycastle:bcpkix-jdk18on to v1.81
Update dependency org.bouncycastle:bcprov-jdk18on to v1.81
Update dependency gradle to v8.14.2

Front-end

Update dependency react-hook-form to v7.60.0
Update dependency vite-plugin-static-copy to v3.1.0
Update dependency eslint to v9.31.0
Update dependency @eslint-react/eslint-plugin to v1.51.2
Update dependency chart.js to v4.5.0
Update dependency axios to v1.10.0
Update dependency vite to v7
Update vitest monorepo to v3.2.1
Update dependency typescript-eslint to v8.33.1
Update dependency lint-staged to v16.1.0

4.3.2 - 25 April 2025

Bug-fixes

Update data type handling and field mappings in JPA queries
Fix for handling the clearing of the budget, category and contract of a transaction.

Changes

Add theme support back into the application.
Change autocompletes

Dependency upgrades

Update dependency react-hook-form to v7.56.1
Update dependency sass to v1.87.0
Update dependency sass-embedded to v1.87.0
Update dependency axios to v1.9.0
Update dependency react-router to v7.5.2

4.3.1 - 20 April 2025

Bug-fixes

Changed the base container to allow the LLM to work in the non LLM container, using OpenAI for example.

4.3.0 - 19 April 2025

Changes

Update budget page
Add feature to extract transaction information from text on all transaction overview.
Update transaction detail component to make it a bit more condense.

Dependency updates

Front-end

Update dependency @testing-library/react to v16.3.0
Update dependency jsdom to v26.1.0
Update dependency vite to v6.3.2
Update dependency @vitejs/plugin-react-swc to v3.9.0
Update dependency @eslint-react/eslint-plugin to v1.48.3
Update dependency eslint to v9.25.0
Update dependency spacetime to v7.10.0

4.2.0 - 9 April 2025

Changes

Update to UI library to PrimeReact.
Extract the router needed components into dedicated files.
Update localization messages

Dependency updates

Front-end

Update dependency typescript-eslint to v8.26.0
Update dependency vite to v6.2.5
Update dependency axios to v1.8.2
Update dependency typescript to v5.8.2
Update dependency react-router to v7.5.0
Update dependency spacetime to v7.8.0
Update dependency sass to v1.86.0
Update react monorepo to v19.1.0
Update tailwindcss monorepo to v4.1.3

Back-end

Update dependency org.camunda.bpm:camunda-engine to v7.23.0

4.1.2 - 16 March 2025

Bug fixes

Fix an issue with displaying archived accounts.
Add missing translations.

Dependency updates

Update dependency gradle to v8.13
Update plugin org.openapi.generator to v7.12.0
Update dependency org.mockito:mockito-core to v5.16.0
Update plugin io.micronaut.library to v4.5.0
Update plugin io.micronaut.application to v4.5.0
Update plugin io.freefair.lombok to v8.13
Update dorny/test-reporter action to v2

4.1.1 - 23 February 2025

Changes

Update the layout to work better on smaller devices like phones.
Add the code coverage measurements for the UI.

Bug fixes

Hotfix transfer listing not working.
Fix an issue in the query for the daily balance.

Dependency updates

Front-end

Update dependency eslint to v9.21.0
Update dependency tailwindcss to v4.0.8

Back-end

Update dependency org.junit.jupiter:junit-jupiter-api to v5.12.0

4.0.2 - 21 February 2025

Bug fixes

Resolve an issue during initial startup on a clean MySQL or MariaDB system.

4.0.0 - 20 February 2025

Added

Feature/initial AI integration

Changed

Feature/move to vite for the UX build engine
Refactor form input handling and enhance transaction suggestions
Move the eventbus to only the command system

Download from GitHub Releases.

Account reconciliation

Mon, 01 Jan 0001 00:00:00 +0000

The account reconciliation process is a business process that is responsible for ensuring that the financial records are accurate and up to date. To achieve this, the starting and ending balance for a given year is compared and any discrepancies are resolved.

Api operations involved

In the frontend application the following API operations are involved:

GET /v2/api/accounts/{id}/reconcile, for listing the active reconciling processes for the given account.
POST /v2/api/accounts/{id}/reconcile, for creating a new reconciliation process for the given account.

When creating a new reconciliation, the following command must be used:

ADR-005 Legacy Camunda Flyway migrations without Camunda runtime

Mon, 01 Jan 0001 00:00:00 +0000

Status

Accepted

Context

Older versions of Pledger.io used Camunda BPM for batch import workflows. The database still contains Camunda-style tables created by historical migrations. The application no longer embeds Camunda; imports are driven by an in-process ImportProcessEngineImpl and related domain code under exporter.

How to manage liabilities

Mon, 01 Jan 0001 00:00:00 +0000

In financial accounting, a liability is defined as the future sacrifices of economic benefits that the entity is obliged to make to other entities as a result of past transactions or other past events.

Managing liabilities

You can access the liability overview by clicking on Liabilities in the side-bar navigation. This will open a page containing all registered liabilities in Pledger.io.

Recurring transactions in finance

Mon, 01 Jan 0001 00:00:00 +0000

Pledger.io allows you to create recurring transactions. These are transactions that are automatically created at regular intervals. For example, you can create a recurring transaction for your rent, which will be created every month.

Recurring transactions are useful for transactions that are repeated at regular intervals, such as rent, salaries, and utility bills. They help you to manage your finances by automating the creation of these transactions.

Recurring transactions can be created for any type of transaction, such as expenses, income, and transfers.

Version 5.x

Mon, 01 Jan 0001 00:00:00 +0000

Browse all 15 releases in the 5.x line. Latest: 5.1.11 (3 July 2026).

Back to all releases

5.1.11 - 3 July 2026

Bug fixes

Prevent failure when exporting a profile if a file token cannot be located on disk
Fix CSV importer issues when importing larger files
Fix an issue in the registration email template

Dependency management

Backend application

Update io.micronaut.platform:micronaut-platform to v5.0.2
Update plugin com.diffplug.spotless to v8.7.0
Update pl.allegro.tech.build.axion-release to v1.21.2
Update actions/checkout to v7
Update gradle to v9.6.0

Build tooling

Update electron to v42.5.0
Update electron-builder to v26.15.3
Update micronaut to v5
Update plugin io.micronaut.application to v5.0.2
Update ollama/ollama Docker image to v0.31.1
Update actions/checkout to v7
Update gradle to v9.6.0

5.1.10 - 20 May 2026

Changes

Change date range unit from YEARS to MONTHS for the budget overview

Dependency management

Backend application

Bump io.micronaut.platform:micronaut-platform from 4.10.13 to 4.10.14
Bump gradle-wrapper from 9.5.0 to 9.5.1
Update plugin com.diffplug.spotless to v8.5.1

Build tooling

Update dependency electron to v42.1.0
Update ollama/ollama Docker tag to v0.24.0

5.1.9 - 11 May 2026

Bug fixes

Bean resolution issue in the classification controller
Issue when OpenId is disabled with the page rendering

5.1.8 - 11 May 2026

Changes

Feature/allow user to choose engine by @gjong in pledger-io/rest-application#223
Update the settings page to include translations for the type of setting
Update the Oauth configuration to support token refresh better

Dependency management

Frontend

Update dependency vite-plugin-static-copy to v4.1.0
Update dependency typescript-eslint to v8.59.0
Update dependency react-hook-form to v7.75.0
Update dependency @eslint-react/eslint-plugin to v5
Update dependency eslint to v10.3.0
Update dependency axios to v1.16.0
Update dependency react-router to v7.15.0
Update dependency lint-staged to v17
Update tailwindcss monorepo to v4.3.0

Build tooling

Update ollama/ollama Docker tag to v0.23.1
Update dependency electron to v42

5.1.7 - 30 April 2026

Bug fixes

Account icons are missing in the UI

Dependency management

Backend application

Update gradle/actions action to v6
Update dependency org.bouncycastle:bcpkix-jdk18on to v1.84
Update dependency org.bouncycastle:bcprov-jdk18on to v1.84
Update dependency com.tngtech.archunit:archunit-junit5 to v1.4.2
Update dependency io.micronaut.platform:micronaut-platform to v4.10.13
Update Gradle to v9.5.0
Update plugin org.sonarqube to v7.3.0.8198

Installer

Update ollama/ollama Docker tag to v0.23.0
Update dependency electron to v41.5.0

5.1.5 - 25 April 2026

Bug fixes

Resolved a critical issue in the UI where the icon pack caused the entire UI not to load

5.1.3 - 21 March 2026

Bug fixes

Fix to store the icon code for the account update action
Fix issue with the paginators not properly displaying the page the user is on

Dependency management

Backend application

Update dependency io.micronaut.platform:micronaut-platform to v4.10.10
Update Gradle to v9.4.1

Frontend application

Update dependency vite to v8
Update dependency sass-embedded to v1.98.0
Update dependency jsdom to v29.0.1
Update dependency @eslint-react/eslint-plugin to v3
Update dependency typescript-eslint to v8.57.1
Update vitest monorepo to v4.1.0
Update dependency eslint to v10.1.0

5.1.2 - 14 March 2026

Bug fixes

Incorrect summary count for daily / monthly income, expense transaction overview
Budget split not working properly

5.1.1 - 6 March 2026

Bug fixes

Fix in the volume bindings, expose the vector_stores directory

5.1.0 - 6 March 2026

Changes

Updated the internals for better performance and build speeds
Fix the UI application to match the updated back-end
Remove the Camunda dependency

Dependency management

Backend application

Update dependency org.awaitility:awaitility to v4
Update plugin com.diffplug.spotless to v8.2.1
Update Gradle to v9.3.1

Frontend application

Update dependency lint-staged to v16.3.1
Update dependency typescript-eslint to v8.56.1
Update tailwindcss monorepo to v4.2.0
Update dependency @stylistic/eslint-plugin to v5.9.0
Update dependency @eslint-react/eslint-plugin to v2.13.0
Update dependency jsdom to v28.1.0
Update dependency axios to v1.13.5
Update dependency vite-tsconfig-paths to v6.1.0
Update dependency eslint to v10
Update dependency vite-plugin-static-copy to v3.2.0
Update dependency react-router to v7.13.0

5.0.4 - 27 December 2025

Dependency updates

Backend

Update dependency org.mockito:mockito-core to v5.21.0
Update plugin org.sonarqube to v7.2.0.6526
Update actions/upload-artifact action to v6
Update dependency io.micronaut.platform:micronaut-platform to v4.10.6
Update plugin org.openapi.generator to v7.18.0
Update langchain4j monorepo to v1.10.0

Front-end

Update dependency @vitejs/plugin-react-swc to v4
Update dependency jsdom to v27
Update dependency @stylistic/eslint-plugin to v2.4.0
Update dependency eslint to v9.39.1
Update dependency react-hook-form to v7.69.0
Update dependency react-router to v7.10.1
Update dependency sass to v1.97.0
Update dependency sass-embedded to v1.97.0
Update dependency vite to v7.1.11
Update vitest monorepo to v4
Update dependency axios to v1.13.2
Update dependency lint-staged to v16.2.7
Update dependency spacetime to v7.12.0
Update dependency oidc-client-ts to v3.4.1

5.0.3 - 12 December 2025

Bug-fixes

Prevent basic authentication from being displayed when loading the application.

5.0.2 - 5 December 2025

Bug-fixes

Resolve issue in case-sensitive searching categories
Resolve issue with suggestions not persisting in transaction form

5.0.1 - 3 December 2025

Bug-fixes

Repair the functionality to extract transactions from text
Repair the functionality for suggestions in the transaction form

5.0.0 - 2 December 2025

Dependency updates

Feature/refresh api in pieces
Bugfix/remove jest dependency

Back-end

Update plugin org.openapi.generator to v7.17.0
Update dependency org.mockito:mockito-core to v5.19.0
Update langchain4j monorepo to v1.5.0
Update dependency org.assertj:assertj-core to v3.27.6
Update Gradle to v9.2.1
Update dependency org.bouncycastle:bcprov-jdk18on to v1.83
Update dependency org.bouncycastle:bcpkix-jdk18on to v1.83
Update actions/checkout action to v6
Update gradle/actions action to v5
Update plugin io.micronaut.library to v4.6.1
Update plugin io.micronaut.application to v4.6.1

Front-end

Update dependency typescript-eslint to v8.43.0
Update dependency react-hook-form to v7.62.0
Update dependency vite to v7.0.7
Update dependency @stylistic/eslint-plugin to v5
Update dependency ts-jest to v29.4.1
Update dependency @vitejs/plugin-react-swc to v3.11.0
Update dependency eslint to v9.35.0
Update actions/download-artifact action to v5
Update actions/setup-node action to v5
Update actions/setup-java action to v5

Download from GitHub Releases.

How to manage your accounts

Mon, 01 Jan 0001 00:00:00 +0000

In Pledger.io you can manage your accounts by creating, editing, and reconciling them.

The following separate type of accounts are available:

Asset accounts, split in
- Banking accounts (including credit cards)
- Savings accounts
Liability accounts
Debtor accounts
Creditor accounts

For a quick guide to help you with getting started with your first account setup see ‘ Creating your first account and transactions’.

Managing accounts

You can list all the regular accounts by clicking on the Checking accounts option in the sidebar navigation. This will open the account overview page with all the accounts that you have.

Repositories involved for Pledger.io

Mon, 01 Jan 0001 00:00:00 +0000

Pledger.io is a web application that consists out of several repositories. Each of the repositories has a dedicated goal and is designed to be bundled into a single application.

At this point in time, the following repositories are available:

Code repositories

rest-application, the main application repository containing the Java REST-api.
user-interface, the React based user interface.
build-tooling, the deployment repository bundling the user-interface and rest-application artifacts.

Documentation repositories

user-documentation, the repository that generates this website.
importer-configuration, the repository containing the default configuration for the CSV-based transaction importer.

Using Docker

Mon, 01 Jan 0001 00:00:00 +0000

Running Pledger.io using docker is an easy way to get started. Just execute a few lines, and you are up and running.

There are several ways to get started with Pledger.io using Docker, each one detailed below. If you are new to Docker or are not sure as to how to use it then ask for advice.

Supported tags

Pledger.io uses the docker tagging system to release multiple versions. There are various builds for various different target platforms.