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Finance Updater

Official Changelog

Initial Release

Version 1.0

May 2024

Release Date

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  • Interactive homepage dashboard with smart navigation buttons for seamless access

  • Integrated core sheets: Overview, Expenses, Scheduler, Cycle, and Account for complete financial tracking

  • Fully customizable layout with editable headers, sheet names, and date fields

  • Manual “Last Updated” tracker to record key revisions or data refresh dates

  • Optimized print design for clean, professional presentation in landscape view

  • Built-in user guidance with setup tips, cleanup steps, and dedicated support from The Hustle Guy

Patch Update

Version 1.0.1

June 2024

Release Date

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  • Improved navigation performance for smoother transitions between sheets

  • Refined formatting consistency across Overview and Expenses pages for a cleaner look

  • Added quick refresh button to update pivot tables and summary data instantly

  • Enhanced date validation to reduce #NAME? and input errors

  • Introduced color-coded highlights for easier category and expense tracking

  • Updated setup guide with clearer instructions for new users

  • Minor bug fixes and general workbook stability improvements

Stability Update

Version 1.0.2

July 2024

Release Date

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  • Optimized pivot table refresh process for faster data updates

  • Fixed formatting alignment issues on the Scheduler and Cycle sheets

  • Improved formula accuracy for monthly and yearly expense summaries

  • Added visual status indicators to highlight overdue or upcoming payments

  • Streamlined “Last Updated” label section for better visibility

  • Enhanced print layout margins for balanced spacing on all pages

  • Minor usability tweaks to improve overall workflow and readability

Major Update

Version 2.0

August 2024

Release Date

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  • Completely overhaul homepage dashboard with a modern layout, intuitive buttons, and clearer navigation.

  • Added dynamic summary charts to visualize monthly and yearly spending trends.

  • Introduced automated data sync buttons to refresh all pivot tables in one click.

  • Launched Budget Planner sheet for setting financial goals and comparing projected vs. actual spending.

  • Enhanced workbook formatting with a cohesive color scheme and consistent font styling.

  • Added sheet protection to prevent unintentional edits to key formulas.

  • Included embedded tooltips and guidance text for first-time setup and use.

Patch Update

Version 2.0.1

September 2024

Release Date

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  • Fixed alignment and hyperlink issues on dashboard navigation buttons.

  • Improved pivot refresh logic to maintain data integrity between Overview and Expenses sheets.

  • Adjusted date format consistency across the workbook to resolve formula errors.

  • Optimized formulas for faster calculations in large datasets.

  • Minor bug fixes and visual clean-up for smoother user experience.

Stability Update

Version 2.0.2

October 2024

Release Date

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  • Improved cross-sheet linking between Dashboard, Overview, and Expenses for reliable updates.

  • Enhanced category grouping logic for better filtering and analysis.

  • Refined print areas and landscape layouts for cleaner exports.

  • General workbook polish and removal of redundant helper cells.

Major Update

Version 3.0

November 2024

Release Date

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  • Introduced Historical Data Tracker for automated month-to-month and quarterly summaries.

  • Added Recurring Monthly and Expense Comparison sheets for recurring cost management and monthly reviews.

  • Implemented Weekly Category Tagging System to segment expenses and identify spending patterns.

  • Upgraded Dashboard Overview to include live financial summaries and expenditure insights.

  • Reduced formula complexity and improved load performance for large datasets.

  • Improved compatibility with Excel 2019, Excel 365, and Windows 11.

Patch Update

Version 3.0.1

December 2024

Release Date

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  • Fixed data alignment issues in Expense Comparison tables.

  • Improved conditional formatting logic to highlight overspending and budget compliance.

  • Updated chart formatting and legend alignment for clearer presentation.

  • Improved sorting and filtering within recurring and comparison tables.

  • Minor user interface refinements.

Feature Expansion

Version 3.0.2

January 2025

Release Date

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  • Added Credit Info Sheet to monitor interest rates, statement dates, and card APRs.

  • Introduced Account Summary Sheet to display total credit limits, account types, and annual fees.

  • Implemented Auto Loan Tracking section with loan balance and interest details.

  • Improved Dashboard data integration to pull totals from newly added sheets.

  • Streamlined headers, spacing, and consistent visual grouping for professional layout.

Major Update

Version 4.0

February 2025

Release Date

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  • Introduced full VBA automation across all applicable worksheets, marking a major system upgrade.

  • Added event-driven macros including:

    • Worksheet_Change for automatic field updates.

    • Worksheet_Calculate for live total recalculation.

    • Worksheet_PivotTableUpdate for pivot refresh tracking.

  • Released Account Scheduler for managing due dates, autopay settings, and billing cycles.

  • Added Account Strategy Sheet for managing payment sequencing and credit utilization.

  • Enhanced Dashboard with macro-enabled refresh, navigation, and chart update buttons.

  • Integrated automatic “Last Updated” tracking with mirror updates between key sheets.

  • Expanded credit and reward database with categorized benefits, APR tracking, and fee visibility.

  • Unified workbook design through consistent colors, fonts, and section headers.

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Patch Update

Version 4.0.1

March 2025

Release Date

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  • Fixed VBA refresh delays and improved event-trigger responsiveness.

  • Refined PivotTableUpdate event handling to prevent redundant refreshes.

  • Improved macro protection logic to avoid interruptions on secure sheets.

  • Enhanced data validation and macro security for Excel 365 users.

  • Minor visual refinements for Dashboard and Strategy pages.

Stability Update

Version 4.0.2

April 2025

Release Date

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  • Optimized VBA execution for faster refresh cycles and lighter file performance.

  • Added auto-refresh triggers on Dashboard and Summary sheets when pivot data changes.

  • Improved overdue payment alerts and conditional formatting in Scheduler.

  • Streamlined variable declarations and cleaned unused code for stability.

  • Updated visual feedback indicators for pivot refresh and sync status.

Major Update

Version 5.0

May 2025

Release Date

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  • Launched redesigned Dashboard 2.0 with a data-driven layout and modular sections.

  • Added new modules:

    • Roth IRA Tracker – records yearly contributions and limits.

    • Spending Limit Tracker – shows category caps with progress visuals.

    • Bonus Tracker – tracks credit-card rewards and signup bonuses.

  • Introduced RIC Tracker and Spending Limit Table linked to dashboard summaries.

  • Integrated Expense Pivot, PrevExComp Pivot, and HData Pivot for advanced analysis.

  • Enhanced VBA routines to refresh all pivots, upload records, and clear data tables with one click.

  • Added “Last Updated” mirrors for Dashboard <> Expenses <> HData sync.

  • Strengthened protection for pivot cache and table structures.

  • Unified color palette, icons, and typography for a refined professional look.

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Patch Update

Version 5.0.1

June 2025

Release Date

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  • Fixed overlapping chart ranges and category-axis mismatches.

  • Updated macro event sequencing to prevent double refresh.

  • Adjusted Progress-Bar Tracker scaling for more accurate visualization.

  • Corrected hidden pivot references inside HData.

  • Minor chart color and alignment corrections.

Stability Update

Version 5.0.2

July 2025

Release Date

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  • Improved macro runtime efficiency and reduced startup lag.

  • Added safety checks before clearing dynamic tables.

  • Updated pivot field naming to ensure cross-sheet consistency.

  • Refined Dashboard visuals with improved grid spacing and section borders.

  • Simplified VBA declarations for easier maintenance.

Major Update

Version 6.0

September 2025

Release Date

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A significant overhaul unifying all automation and data visualization systems.

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  • Released Smart Dashboard 2.0 with integrated data summaries and interactive charts.

  • Expanded VBA framework for multi-pivot refresh, timestamp mirroring, and auto-protection toggles.

  • Added Interest Rate Viewer and Account Status Manager for deep loan and card monitoring.

  • Enhanced credit-utilization indicators with conditional formatting and progress visuals.

  • Implemented Dashboard Shortcuts (Quick Edit, Full Refresh, Return to Top/Bottom).

  • Improved table alignment in Historical Data, Scheduler, and Strategy for faster lookups.

  • Standardized “Last Updated” across every module.

  • Added lightweight event-control logic to prevent conflicts between VBA actions.

  • Updated design with cleaner font hierarchy, icon set, and professional gradients.

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Patch Update

Version 6.0.1

October 2025

Release Date

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  • Fixed Dashboard chart scaling and legend-placement issues.

  • Synchronized pivot refreshes between Expenses, Overview, and HData.

  • Improved timestamp mirroring accuracy on Dashboard.

  • Enhanced conditional formatting for credit utilization and overspending alerts.

  • Adjusted validation rules for custom category entry in Expenses.

  • Reduced redundant macro triggers to avoid event duplication.

  • Minor UI polish and color balance improvements.

Stability Update - Current

Version 6.0.2

November 2025

Release Date

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  • Rebuilt core VBA modules for faster calculation cycles and lower memory usage.

  • Added auto-refresh safeguard to prevent mid-pivot interruptions.

  • Optimized Dashboard rendering for smooth animation and dynamic scaling.

  • Streamlined macro initialization order to accelerate workbook startup.

  • Strengthened inter-sheet data linking for live updates across Expenses, Historical Data, and Dashboard.

  • Balanced colors, spacing, and icons for visual harmony.

  • Finalized 2025 version cycle with focused improvements to stability, protection, and user performance.

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