Changelog

Follow up on the latest improvements and updates.

RSS

improved

fixed

#201

⭐️ Improvements
🔧 Bug Fixes

new

improved

#200

🎁 New features
⭐️ Improvements

new

fixed

improved

#199

*
🎁 New features
⭐️ Improvements
🔧 Bug Fixes
*

new

fixed

improved

#198

*
🎁 New features
⭐️ Improvements
🔧 Bug Fixes
*

new

improved

#197

*
🎁 New features
⭐️ Improvements
🔧 Bug Fixes
*

new

Accounts, Assets

#196

Auto-categorization setup for imported transactions
For imported transactions, we now offer an improved autocategorization set-up (this deprecates what was previously known as "smart categories").
When transactions are imported, they are pre-assigned a category within Plaid's own taxonomy. Ensure all your transactions arrive categorized by mapping your own categories to these predefined ones.
Note: Auto-categorizations are run before rules. This means that any applicable rules that update the category will overwrite your auto-categorizations.
Improved relinking experience
We've improved the experience when relinking to your bank with some helpful tips on how to not lose connection to accounts, causing an 'inactive' or 'not found' state. We've also implemented a way to immediately merge synced accounts when duplicates are detected.

new

Developer API

#195

New option for GET /v1/categories:
format
. It can either
flattened
or
nested
. If
flattened
, returns a singular array of categories, ordered alphabetically. If
nested
, returns top-level categories (either category groups or categories not part of a category group) in an array. Subcategories are nested within the category group under the property
children
.)

new

improved

fixed

#194

*
🎁 New features
⭐️ Improvements
🔧 Bug Fixes
*

improved

#193

We improved the user experience around manually refreshing synced accounts!
Trigger a manual refresh of all synced accounts from either the Overview page or the Accounts page. Quickly see when the last time a successful fetch occurred.
You may also view when we last pinged Plaid for updates to your account, and when the latest transactions were imported from the Accounts page:

new

#192

Introducing the new Calendar view!
Visualize your monthly or bi-weekly spending with a daily summary.
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