0e82e238c15a8413b023bd7f17f99e1c388041a4
- Fix Accounts page: include investment accounts in Est. Monthly Interest calc, add Fund column to investment table, split summary cards into Operating/Reserve - Fix Cash Flow: ending balance now respects includeInvestments toggle - Fix Budget Manager: separate operating/reserve income in summary cards - Fix Projects: default sort by planned_date instead of name - Add Vendors: last_negotiated date field with migration, CSV import/export - New Quarterly Financial Report: budget vs actuals, over-budget flagging, YTD - Enhance Dashboard: separate Operating/Reserve fund cards, expanded Quick Stats with monthly interest, YTD interest earned, planned capital spend Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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HOA Financial Intelligence Platform - Multi-tenant financial management for homeowner associations
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