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Changelog

Follow up on the latest improvements andย updates.

RSS

improved

fixed

Mobile App

#254

๐Ÿ“ฑ Updates to the Mobile App
Released as iOS v2.2.1 and Android v2.2.1:
  • โญ๏ธ The app is now obscured in the app switcher for added security when biometric authentication is enabled (๐Ÿ”—)
  • โญ๏ธ Accounts are now listed alphabetically in the account selection drop-down (๐Ÿ”—)
  • โญ๏ธ The amount field now displays placeholder text and autofocuses when editing or creating transactions (๐Ÿ”—)(๐Ÿ”—)
  • โญ๏ธ You can now filter for uncategorized transactions using the "Uncategorized" option (๐Ÿ”—)
  • ๐Ÿ”ง The one where some currencies displayed incorrect decimal point notation in the Transaction list (๐Ÿ”—)
  • ๐Ÿ”ง The one where accounts with "Do not track transactions" enabled showed up in the account selection drop-down (๐Ÿ”—)
  • ๐Ÿ”ง The one where some budget periods were calculated incorrectly (๐Ÿ”—)
  • ๐Ÿ”ง The one where income was calculated incorrectly in the Period Summary (๐Ÿ”—)
  • ๐Ÿ”ง The one where biometric authentication could be bypassed via the multitask view (๐Ÿ”—)
  • ๐Ÿ”ง The one where payee names weren't displaying in the payee input field

new

improved

fixed

Mobile App

#253

๐Ÿ“ฑ Updates to the Mobile App
Released as iOS v2.2.0 and Android v2.2.0:
  • ๐ŸŽ New 'Setup' page to manage Accounts, Tags, and Categories!
  • ๐ŸŽ Create, edit, and delete Tags and Categories directly in the mobile app (๐Ÿ”—)
  • ๐ŸŽ View and refresh Plaid-synced accounts from the new 'Accounts' view (๐Ÿ”—)
mobile-setup-new
  • โญ๏ธ Added support for creating tags and categories via the 'Edit Transaction' view
  • โญ๏ธ Added support for editing Plaid-synced transactions if account has 'Allow modifications to transactions' enabled (๐Ÿ”—)
  • ๐Ÿ”ง Fixed the bug where the Budget Breakdown progress bars displayed incorrectly (๐Ÿ”—)
  • ๐Ÿ”ง Fixed the bug where some payees didnโ€™t show up in the payee input drop-down (๐Ÿ”—)
  • ๐Ÿ”ง Fixed the bug where liability balances were incorrectly calculated in Accounts Overview (๐Ÿ”—)
  • ๐Ÿ”ง Fixed the bug where mobile users werenโ€™t notified if app was in maintenance mode
  • ๐Ÿ”ง Fixed the bug where splitting transactions over time didn't work as expected
  • ๐Ÿ”ง Fixed the bug where newly added transactions didnโ€™t trigger rules (๐Ÿ”—)

new

improved

fixed

Transactions

Categories, Tags

#252

๐ŸŽ New features
  • Fully personalize your tags with custom background and font colors! (๐Ÿ”—)
  • Tag colors are now displayed all-throughout the app, including reports and sidebar overviews
  • Quickly remove tags with a single click or add more tags directly in the Transactions table (๐Ÿ”—) all tag updates
โญ๏ธ Improvements
  • Category descriptions now supported in bulk category creation and export
  • Archived tags now display separately from active tags at the bottom of the Tags table (๐Ÿ”—)
  • You can now edit tag name and descriptions directly in the Tags table
  • Searching in the category selection dropdown now prioritizes exact match over substring match
๐Ÿ”ง Bug Fixes
  • The one where the archived tags toggle on the Tags page didn't work (๐Ÿ”—)
  • The one where the date field automatically saved when typing during new transaction creation (๐Ÿ”—)
  • The one where filtering by tags didn't include newly-added tagged transactions (๐Ÿ”—)
  • The one where the โ€˜View Transactions' popup for unassigned tags incorrectly displayed all transactions (๐Ÿ”—)

improved

fixed

Transactions

Accounts, Assets

#251

โญ๏ธ Improvements
  • Added a category_group column to the Transactions CSV export (๐Ÿ”—)
  • Added a created_at column to the Transactions CSV export (๐Ÿ”—)
CSV column updates
๐Ÿ”ง Bug Fixes
  • The one where account names in a Transactions CSV export didn't match the account display names as they appear in the Transactions table (๐Ÿ”—)
  • The one where 'Choose your plan' section on the Billing page displayed USD values for users with a billing currency of EUR and CAD (๐Ÿ”—)
  • The one where historical balances of synced crypto USD accounts weren't saved correctly on the Net Worth page

new

improved

fixed

Net Worth, Stats, Trends

Query Tool

#250

๐ŸŽ New features
  • If youโ€™ve ever felt stuck or overwhelmed with your finances, you can now explore the Coaching Directory to find expert financial guidance from certified Lunch Money coaches!
โญ๏ธ Improvements
  • You can now toggle the monthly summary emails per budget under 'Email Notifications' on the Settings page
๐Ÿ”ง Bug Fixes
  • The one where Linked Roles were not showing up on users' Discord profiles
  • The one where "Amount left to split" was hard to see in dark mode
  • The one where the Average column values in the exported CSV file didn't match the Average column values displayed in the Query Tool table

improved

fixed

Transactions

Categories, Tags

CSV Importing

#249

โญ๏ธ Improvements
  • Tooltip text updates on the Overview, Calendar, Categories, and CSV Import pages
๐Ÿ”ง Bug Fixes
  • The one where account balances updated incorrectly after CSV / PDF import
  • The one where the Rules table column headers were cut off by the column width
  • The one where the "First row contains column headers" toggle was hard to see in dark mode
  • The one where filtering by notes didn't return transactions linked to suggested recurring items
  • The one where the API returned null for notes on transactions linked to suggested recurring items
  • The one where emojis were not rendered correctly in CSV exports opened in Excel
  • The one where the Autocategorization page displayed "undefined" for the secondary categories once the parent category was set

improved

fixed

Transactions

Recurring Items

Categories, Tags

Accounts, Assets

#248

โญ๏ธ Improvements
  • Email notifications for digests now managed independently for each budget account
  • User-defined account type and subtype now locked-in and prioritized over Plaid's
  • Period header on Transactions, Recurring, and Calendar pages now reflect the user-defined date format preference (i.e. Jan 2025, January 2025, 2025/01, etc.)
  • Added toggle to exclude the first header line of CSV files to prevent the '1 malformed line' error
๐Ÿ”ง Bug Fixes
  • The one where clicking the "Clear" button didn't reset the Transactions list
  • The one where the "Unlink all recurring" bulk-edit option didn't work
  • The one where tags added while splitting or by a triggered rule didn't display until page refresh
  • The one where the "select all" / "deselect all" checkbox applied to non-visible transactions
  • The one where recurring income items displayed with the wrong notation
  • The one where synced transaction metadata didnโ€™t reflect updates from new webhooks
  • The one where filtering by payee didn't return transactions linked to suggested recurring items
  • The one where the 'Create Transfer' option in the 'Add transaction' drop-down was hidden behind the Quick Search on narrow screen widths

fixed

Mobile App

#247

๐Ÿ“ฑ Updates to the Mobile App
Released as iOS v2.1.5 and Android v2.1.5:
  • ๐Ÿ”ง Fixed the bug where transaction filters cleared after editing transactions
  • ๐Ÿ”ง Fixed the bug where "Split transaction" button displayed for pending transactions
  • ๐Ÿ”ง Fixed the bug where "Unable to login. Please try again." error displayed when trying to switch budgeting accounts

new

improved

fixed

Budget

Categories, Tags

#246

๐ŸŽ New features
  • You can now export (and share!) your categories using the 'Copy to Clipboard' option; accessed via the drop-down menu next to the 'Add new category' button:
categories-export
โญ๏ธ Improvements
  • Moved the budget notes icon next to the 'Expected' / 'Budgeted' column for better workflow
๐Ÿ”ง Bug Fixes
  • The one where manually set category group level budgets led to incorrect rollover amounts
  • The one where calculations with budgeted amounts not in the primary currency fluctuated daily; now uses the exchange rate for the first date of each budgeting period
  • The one where the selected state in the period picker calendar was hard to read on dark mode

new

improved

fixed

Transactions

Budget

Categories, Tags

Accounts, Assets

Rules

#245

๐ŸŽ New features
  • You can now sort the Transactions table by tags! tag sorting
โญ๏ธ Improvements
  • The 'Transaction Details' panel can now be closed by clicking away if no changes were made; unsaved changes will prevent the panel from closing when clicking away
  • Split transactions now only display a single tooltip; "This is a split transaction" tooltip was removed
  • "Create new budget account" moved to the top of the 'Switch Accounts' menu
  • "Starting on" date for General Pool rollovers now defaults to current date when enabled
  • Updated the rollover balance adjustment UI for a more intuitive budgeting experience
  • The balance adjustment / rollover line in the Inflow table on the Budget page now displays "Starting balance" instead of "Rolled over from previous period" for the first period
๐Ÿ”ง Bug Fixes
  • The one where cash management accounts synced duplicate transactions
  • The one where cryptocurrency exchange rate wasn't displaying properly in the accounts table
  • The one where the grouped transactions icon continued to display after ungrouping
  • The one where the calculated currency exchange rate didn't update properly when updating transaction currency
  • The one where balance updates following CSV/PDF imports didn't reflect in the Accounts Overview until refresh
  • The one where applying multiple rules at once didn't work if one of the rules didn't have a payee condition
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