Lunch Money
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Changelog

Follow up on the latest improvements and updates.

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new

improved

fixed

Transactions

Budget

Recurring Items

Overview

Accounts, Assets

#240

🎁 New features
  • Added "Relink" status and reauthorization flow for synced crypto accounts with revoked or expired credentials
  • 'This period's spend' is now available as a budget preset option
  • 'This budgeting period' option now available in the period picker on the Overview page for those with custom budgeting periods
image
⭐️ Improvements
  • Restored the ability to click the 'Activity' amount to set the budget
  • 'View Recurring Items' from Budget page now opens in a new window
🔧 Bug Fixes
Budget:
  • The one where sorted Inflow and Outflow tables were reset every time a budget was set
  • The one where 'This period's spend' budgeting suggestion didn't appear in the drop-down when Activity was equal to or less than zero
  • The one where 'View Transactions' from the Budget page didn't respect the 'Include pending transactions in totals' preference
  • The one where 'Hide categories with no activity and no spend' hid category groups set to zero
  • The one where 'Available' balances without rollovers displayed the rollover breakdown tooltip
  • The one where 'Apply budget presets' didn't work for the 'Set to total recurring amount' preset
  • The one where the 'Set to total recurring amount' budget preset didn't appear in the Settings View
Overview:
  • The one where no values displayed in the 'Total Earned' and 'Total Spent' columns in the Spending and Budget Breakdowns when the 'Allow categories for recurring items' preference was disabled.
Recurring Items:
  • The one where 'Twice a month' recurring items were displayed less/more than twice per month.
Transactions:
  • The one where positive Income Total and Net Income were displaying as negatives in the monthly summary on the Transactions page
  • The one where category groups with the 'Exclude from Budget' property weren't displaying in the monthly summary on the Transactions page

new

improved

fixed

Transactions

Budget

Mobile App

#239

📱Updates to the Mobile App
Released as iOS v2.1.0 and Android v2.1.0:
  • 🎁 Added support for the new budgeting experience, including custom budgeting periods, improved rollover options, budget presets, and more!
Released as iOS v2.1.1 and Android v2.1.1:
  • ⭐ Increased the clickable area for the inline review transaction button
  • 🔧 Fixed the bug where the confirmation button didn't display in the 'Apply Budget Presets' modal
  • 🔧 Fixed the bug where biometric id pop-up didn't appear on app launch when set to non-immediate timeout

new

improved

fixed

Budget

#238

After months of feedback, testing, and refinement, we’re excited to share that the new Lunch Money budgeting feature is officially here! 🎉
The new budgeting system brings powerful flexibility while maintaining the simplicity you love. Here's a quick overview of what's new and what's changed:
🎁 New features
  • Custom budget periods
    : You can now set custom budgeting periods that align with your actual financial flow! Choose weekly, bi-weekly, annual or custom periods like the 1st and 15th of each month.
  • General pool
    : All income flows to one central pool that you distribute to categories, giving you a clearer view of your available funds.
  • Clear overview of totals
    : View totals at the bottom of each column, as well as total budgetable, left to budget and net total available in the Budget Overview card.
  • Improved support and logic for rollovers
    : Choose between rolling over available funds to the general pool or to the same category next period; set up your budget to work with zero-based budgeting, envelope budgeting, sinking funds, and more!
  • Apply budget presets in bulk
    : Use budget presents to quickly set your budgets each month.
  • New budget preset options
    : Choose to fill 'Available' up to a certain amount, set it to the total expected recurring for the period, or to the average spend in the last 3 months.
  • Hide categories with no activity and no budget
    : Focus on what matters most by hiding the empty categories cluttering your view.
  • Available balance adjustments
    : Set a starting balance, or reset the balance at any point in time (i.e., to start fresh, or reconcile actual bank balances).
⭐️ Improvements
  • Hide or show subcategories by clicking a category group's name to collapse or expand the group
  • Improved visual distinction between category groups and subcategories
🔧 Bug Fixes
  • The one where the Trends page failed to load
  • The one where income displayed incorrectly in the monthly summary on the Transactions page
  • The one where the positive sign changed to negative when typing zero in the amount field
  • The one where the Budget Breakdown displayed "for this month" instead of "for this period"
  • The one where "average activity last 3 months" ignored months with no activity
  • The one where a negative budget couldn't be set for a category group with empty subcategories
  • The one where the 'Expand Sidebar' button was misplaced on the Budget page
  • The one where the 'Pad your budget' tooltip displayed incorrect expected amounts for non-monthly recurring items
Learn more:
Guide: Budgeting with Lunch Money ➜

improved

fixed

Transactions

Budget

CSV Importing

Beta

#237

⭐️ Improvements
  • Quickly set a category's budget based on the total of all expected recurring items for the period, using the 'Total expected recurring' option in the budget suggestions drop-down (beta):
image
🔧 Bug Fixes
  • The one where CSV import didn't work on Mozilla Firefox, Android
  • The one where global rollover balance adjustments weren't accounted for (beta)
  • The one where the Available amount tooltip didn't reflect same category rollover balance adjustments (beta)
  • The one where the status bar percentage was incorrectly calculated in the monthly summary on the Transactions page (beta)
  • The one where the budget status card on the Overview page always led to the current period instead of matching the period being viewed (beta)
  • The one where credit amounts in expense categories saved as debits (beta)

fixed

Transactions

Budget

Recurring Items

Beta

#236

🔧 Bug Fixes
  • The one where deleted budget accounts were not deleted
  • The one where enabling 2FA via Authenticator App crashed the app
  • The one where the "This is not a recurring item" button triggered an endless loading state
  • The one where manually entered credit transactions saved as debits (beta)
  • The one where same category rollover balance adjustments displayed incorrectly (beta)
  • The one where budget amounts ending in zero after a period could not be set (beta)
  • The one where it wasn't possible to move funds to "Left to budget" when balanced (beta)
  • The one where once a month budgets with end of month anchor dates displayed incorrectly (beta)

improved

Mobile App

#235

📱Updates to the Mobile App
Released as iOS v2.0.4 and Android v2.0.4:
  • ⭐ Improved support for dynamic font sizes to address text display issues

fixed

new

improved

Budget

Beta

Mobile App

#234

Thanks to everyone for reporting the increased network errors and trouble fetching and processing data over the past few days. We've rolled out several optimizations to get things working even faster and smoother than before, and we'll continue to monitor performance closely to ensure a reliable experience!
🎁 New features
  • Added a 'Jump to period' drop-down menu on the Budget page for quicker navigation (beta)
🔧
Bug Fixes
  • The one where certain currencies (i.e. RSD, MMK, LBP, etc.) incorrectly rounded up decimal points
  • The one where the "merge & delete" option for categories didn't work (beta)
  • The one where the budget suggestion menu options were in USD$ instead of the primary currency (beta)
📱Updates to the Mobile App
Released as iOS v2.0.3 and Android v2.0.3:
  • ⭐ Restored the swipe action for reviewing transactions
  • ⭐ Updated the wording used for biometric id access
  • 🔧 Fixed the bug where the switch accounts menu wasn't scrollable

new

improved

fixed

Budget

Beta

#233

This update includes new features, improvements and bug fixes for the new budgeting feature (currently only available for beta testers):
🎁 New features
  • Added 'Twice a month' as a custom budget option, e.g. 1st-14th and 15th-31st
  • Adjust or reset the starting balance for rollovers at any point in time, as many times as needed
  • Easily review and remove balance adjustments from the 'Adjustments History' log: image
⭐️ Improvements
  • Income category rollover options are now discontinued. Instead, all income flows into the general pool. To maintain similar functionality, go to 'Budget Settings' to enable the global rollover setting
  • Budgeting period header now respects user's date format preferences
  • Added darker shade to category group rows in the inflow and outflow tables
🔧 Bug Fixes
  • The one where indentation on the Settings View didn't respect dark mode
  • The one where the 'Pad your budget' tooltip displayed income as negative
  • The one where excluded income categories reflected in the Budget Breakdown
  • The one where custom budget periods starting on day 29, 30 or 31 didn't work as expected
  • The one where the 'Move Budget' button could unintentionally be clicked more than once
  • The one where the 'Available' column in Budget Breakdown had inconsistent coloration
  • The one where the 'Available' column in Budget Breakdown ignored projected spend
  • The one where currency wasn't respected for individually set one-click budgets
  • The one where category group budgets from Budget v1 did not transfer to Budget v2
  • The one where sorting by category name on the Budget page didn't work as expected
  • The one where the monthly summary on the Transactions page didn't account for recurring items

new

improved

fixed

Mobile App

#232

📱Updates to the Mobile App
Released as iOS v2.0.0 and Android v2.0.0:
  • 🎁 All-new refreshed redesign!
  • ⭐ Added security with optional biometric authentication when re-opening app after X minutes
  • 🔧 Fixed the bug where input modals required double tap to open and dismiss keyboard
  • 🔧 Fixed the bug where switching budget accounts resulted in out-of-date data issues

improved

fixed

Mobile App

#231

📱Updates to the Mobile App
Released as iOS v1.1.3 and Android v1.1.3:
  • ⭐ Improved support for decimal comma currency notation (e.g. 25.000,00)
  • 🔧 Fixed the bug where the unreviewed transactions total displayed incorrectly
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