new
improved
fixed
🎁 New Features
- Bulk-edit transactions now supports: mark all as unreviewed, remove all categories
- New chart in the Trends page: Net Income and Savings Rate
⭐️ Improvements
- Moved the "Delete" button for Categories to a more conspicuous spot
- When converting a transaction to a recurring item, the list of recurring items now includes 'Notes' to better differentiate between items with the same payee name
- Max string length for categories increased to 100 from 50
🔧 Bug Fixes
- Default date for new manual transactions honors current month
- Fixed bug that was preventing some rules from getting deleted
new
improved
🎁 New Features
You can now
add transactions to, or modify synced transaction amounts for synced accounts
with the following setting (found under the Accounts page):
This is particular useful when reconciling Lunch Money transactions with what's on your bank statements. Automated syncing isn't perfect but it gets us most (when not all) of the way there. With this new feature, you can seamlessly correct errors yourself and move on quickly into your budget!
⭐️ Improvements
You can now opt to
split a transaction evenly in any number of ways
(well, up to 10ish, we don't want to go too crazy):
new
Beta
🎁 New Features
Now supporting transaction change history! Keep track of the changes made to a transaction, whether it's via a rule, API or manual updates.
new
improved
fixed
🎁 New Features
- The Accounts page has been revamped! Group your accounts by institution, source (manual or synced), type (credit card, investments, etc) or status (active, closed, etc.) for overall easier viewing.
⭐️ Improvements
- Grouped transactions will be summed up in the original transactions' currency unless there are more than 1 currency used in the transaction group (in which case, the total will be in the user's primary currency)
🔧 Bug Fixes
- Fixed bug where filtering out accounts in the Net Worth chart causes the page to crash sometimes
- Fixed bug where Query Tool wasn't returning the correct link to transactions for some data in double breakdown analysis (i.e. category/tag, account/category, etc)
- Fixed bug where the '&' character in category names would not display properly
new
improved
🎁 New Features
- Date display preferences now live for all users!
- General search in Transactions page as well as "Payee [contains]" filter will now match original payee name
⭐️ Improvements
- Getting to this page (via "Help" > "View and submit feature requests") will now open in a new tab
- When bulk-selecting transactions in a currency different from the primary currency, the sub-total will display in both the primary currency and the selected currency.
new
improved
🎁 New Features
- Allow users to set a variety of display preferences related to dates, such as: individual date formats, datepicker starting on Monday, always display the year, display the weekday (currently only available in beta)
- Allow users to label their developer keys
⭐️ Improvements
- GET /v1/me now returns api_key_label
- GET /v1/transactions now accepts pendingfilter
new
🎁 New Features
Call it what you want: account switcher, multiple budgets, developer sandbox account... it's live!
Under one paid subscription, you can now create multiple budgets and manage them all in one click.
new
fixed
improved
🎁 New Features
- New API endpoint: GET /v1/me
- Allow removing collaborators
- Allow inviting existing users as collaborators (beta only)
- Support typing an emoji as the first character of a budget name to set the icon (beta only)
⭐️ Improvements
- Lowered gift card prices to match current 30% off first year promo
🔧 Bug Fixes
- Fix bug with using current card on file for purchasing gift cards
improved
fixed
⭐️ Improvements
- Tags in the dropdown now show up in alphabetical order
🔧 Bug Fixes
- Fixed bug with transaction filters where matching ‘all’ or ‘any’ on a month yielded the same results
- Fixed bug where selecting specialty categories (like uncategorized, exclude from budget, exclude from totals) were not working in transaction filters
- Fixed visual bug with selecting ‘Uncategorized’ for a new transaction
- Fixed bug where setting the ‘to’ date in a custom time period in the Overview, Stats and Trends would instead set to the last day of the current month
improved
We have upgraded to the latest & greatest from Plaid!
⭐️ Improvements
- Improved synced account add flow (includes adding new accounts for existing connections)
- Improved synced account removal flow
- Initial syncing, new transaction pulls and relinking should be more reliable and robust
- Previously ‘inactive’ accounts can now be removed from view via removal flow
- More helpful explanations and tips around accounts that are not in a healthy status
Note: this mostly only affects those who use automatic bank syncing!
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