Changelog
Follow up on the latest improvements and updates.
RSS
new
fixed
Transactions
CSV Importing
#269
🎁 New features
- You can now copy and share direct links to individual transactions, making it easy to reference specific transactions when collaborating with others, working with support, or building with the API. (🔗)
🔧 Bug Fixes
fixed
Budget
Overview
Categories, Tags
Accounts, Assets
#267
🔧 Bug fixes
- The one where months didn't align when switching to and from the Budget view (🔗)
- The one where archived tags could not be unarchived (🔗)
- The one where the budget notes field cleared after updating the budgeted amount (🔗)
- The one where using the “Last period’s budgeted” option on the Budget page populated amounts in the primary currency instead of preserving the originally entered amount and currency (🔗)
- The one where credits from expense categories were listed in the "Transactions matching query" popup for income on the Overview page (🔗)
- The one where manual assets in Venezuelan Bolívar (VES) could not be created
fixed
Transactions
Budget
Query Tool
Accounts, Assets
#266
🔧 Bug fixes
- The one where synced accounts merged during link flow persisted with inactive status (🔗)
- The one where sorting in the 'View Transactions' popup in the Query Tool didn't work (🔗)
- The one where manual assets for Gold (XAU) and Silver (XAG) could not be created (🔗)
- The one where new accounts created during CSV/PDF import weren't recognized (🔗)
- The one where transactions failed to create via side panel with the auto-populated date (🔗)
- The one where the amount in the 'End Trial' dialog didn't match the billing currency (🔗)
- The one where the Budget Breakdown tooltip showed a dollar sign for 'Projected to spend' amounts in other currencies (🔗)
- The one where group and split transaction tooltips didn’t respect the user-defined credit/debit display preference (🔗)
new
improved
fixed
Mobile App
#265
📱 Updates to the Mobile App
Released as iOS v2.5.0 and Android v2.5.0:
- 🎁 New calendar view on Home tab with display option for transaction totals or counts (🔗)
- 🎁 View Plaid metadata from the 'Edit Transaction' screen (🔗)
- 🎁 Choose whether Spending Breakdown progress bars display for category groups, sub-categories, or both (🔗)
- 🎁 New device setting to turn haptic feedback (touch vibrations) on or off (🔗)
- ⭐ Improved distinction for subcategories in the Budget tab (🔗, 🔗)
- ⭐ Budgets you own vs. collaborate on are now separated in the 'Switch Accounts' menu (🔗)
- ⭐ Home tab now defaults to the last viewed period range (🔗)
- ⭐ Added support for "Cash transaction" as an account option (🔗)
- ⭐ Click 'Uncategorized' in Spending Breakdown to view all uncategorized transactions (🔗)
- 🔧 Fixed the bug where the Android status bar overlayed transaction edit screens (🔗)
fixed
Categories, Tags
Accounts, Assets
#264
🔧 Bug fixes
- The one where new manually-managed accounts weren't created when removing synced accounts with the "keep data" option (🔗)
- The one where historical balances didn't transfer over to the new manually-managed accounts when removing synced accounts with the "keep data" option (🔗)
- The one where the transaction change history log didn't display the account change triggered by the synced account removal process
- The one where the Net Worth page listed removed accounts by 'Account name' instead of 'Display name'
- The one where updates to a category's 'archived on' date didn't save (🔗)
- The one where some CSV export fields didn't reflect transaction updates until page refresh (🔗)
new
improved
fixed
Mobile App
#263
📱 Updates to the Mobile App
Released as iOS v2.4.0 and Android v2.4.0:
- 🎁 Attachments can now be added when creating new transactions (🔗)
- ⭐ Expand / collapse states now saved on the Home tab (🔗)
- ⭐ Significant improvements to overall app speed and performance (🔗)
- 🔧 Fixed the bug where the save button was grayed out after adding attachments(🔗)
- 🔧 Fixed the bug where the iOS privacy blur overlay persisted after returning to the app (🔗)
new
fixed
Transactions
Budget
Categories, Tags
CSV Importing
#262
🎁 New features
- Lunch Money now integrates with Zapier, giving you the power to automate your financial workflows without writing a single line of code. (🔗)
🔧 Bug fixes
- The one where pending transactions incorrectly counted as unreviewed
- The one where some CSV imports displayed an "Invalid date" error on the last step
- The one where updates to archived categories failed due to a timestamp error
- The one where some updates to 'Budgeted' values in a custom budget period didn't save
new
improved
fixed
Net Worth, Stats, Trends
Accounts, Assets
#261
🎁 New features
- Filter and view your net worth and historical balances over any date range using the period picker on the Net Worth page (🔗)
- Show or hide closed accounts and subtype breakdowns using the Net Worth Tracker's display options (🔗)
- Include or exclude individual subtypes using the Net Worth Tracker's filter feature (🔗)
⭐️ Improvements
- You can now head over to the Settings page to manage how often you’d like to be notified by email when bank accounts need to be relinked
🔧 Bug fixes
improved
fixed
Transactions
Net Worth, Stats, Trends
CSV Importing
#260
⭐️ Improvements
- PDF imports now support mapping additional columns beyond Date, Payee, and Amount
🔧 Bug fixes
- The one where grouped transaction amounts didn't count towards totals (🔗)
- The one where closed accounts displayed as "Unknown" on the Net Worth page
- The one where the Net Worth page displayed incorrect values for closed and inactive accounts
- The one where edits to historical balances didn't save properly (🔗)
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