Changelog
Follow up on the latest improvements and updates.
RSS
improved
fixed
Query Tool
Accounts, Assets
#276
⭐️ Improvements
- Categories in the Query Tool's bar graph, line chart, and stacked bar visualizations now display in user-defined category order (🔗)
🔧 Bug Fixes
- The one where "Stop syncing and keep data" failed to create new manual accounts if manual accounts with the same display name already existed (🔗)
- The one where bank syncing support tickets couldn't be submitted for inactive accounts (🔗)
- The one where the Deduplication popup didn't have an explicit 'cancel' button (🔗)
new
improved
fixed
Mobile App
#275
📱 Updates to the Mobile App
Released as iOS v2.6.0 and Android v2.6.0:
- 🎁 Mobile widgets are now available for at-a-glance access to Net Worth, Period Summary, and Recent Transactions (🔗)(🔗)(🔗)
- 🎁 Your three most recently used categories now appear at the top of the category picker for faster categorization (🔗)
- ⭐️ Increased the height of the transaction notes field for easier viewing and editing (🔗)
- 🔧 Fixed the bug where accounts with 'Do not track transactions' enabled appeared as "Cash transaction" in the "Paid from" field (🔗)
- 🔧 Fixed the bug where credit transactions didn't appear in green when assigned to non-income categories (🔗)
- 🔧 Fixed the bug where 'Amount left to split' displayed a dash when a split's amount field was empty (🔗)
- 🔧 Fixed the bug where crypto accounts were missing from Accounts Overview and the net worth calculation (🔗)
- 🔧 Fixed the bug where transactions couldn't be updated if payee name exceeded 140 characters (🔗)
fixed
Budget
Recurring Items
Net Worth, Stats, Trends
Accounts, Assets
#274
🔧 Bug Fixes
- The one where synced cash-type accounts were unclickable in the Accounts Overview (🔗)
- The one where accounts with no display name appeared as "null" in the "Add to account" dropdown on the Transactions page (🔗)
- The one where the Trends page redirected to Stats page after updating the date range (🔗)
- The one where merging recurring item suggestions resulted in recurring rules without an amount comparator (🔗)
- The one where end-of-month transactions were excluded from Spending Breakdown calculations for users with a "Last day of month" custom budget period (🔗)
- The one where individual category rollovers to the general pool started one period earlier when the global rollover setting was disabled
new
fixed
Transactions
Overview
Accounts, Assets
Rules
#273
🎁 New features
- You can now sort and change the grouping of accounts in the Accounts Overview on the Overview page. Sort by amount or display name in ascending or descending order, and group by type, subtype, or by assets & liabilities (🔗)(🔗)
🔧 Bug Fixes
- The one where debits and credits displayed with the same sign in the Transactions table (🔗)
- The one where rules set to run on transaction updates didn't trigger after splitting transactions
- The one where historical BTC balances displayed rounded down to two decimal points
- The one where filtering by account type on the Accounts page wasn't possible when all accounts had the same status and/or management type
improved
fixed
Mobile App
#272
📱 Updates to the Mobile App
Released as iOS v2.5.2 and Android v2.5.2:
- 🎁 Added 'Projected Net Income' to the Period Summary on the Home tab (🔗)
- 🔧 Fixed the bug where clicking on 'Show Pending Transactions' didn't automatically expand pending transactions into view (🔗)
- 🔧 Fixed the bug where splitting transactions failed to save when entering split amounts with a comma as the decimal separator (🔗)
- 🔧 Fixed the bug where valid transaction amounts using certain regional formats (e.g. space-separated numbers, decimal commas, etc.) failed to save or saved incorrectly (🔗)
- 🔧 Fixed the bug where Budget tab totals displayed the app's default currency symbol instead of the account's primary currency symbol (🔗)
- 🔧 Fixed the bug where the currency symbol for Home tab totals didn't automatically update after changing the Primary Currency (🔗)
improved
fixed
Transactions
Budget
Accounts, Assets
#271
⭐️ Improvements
- The Coinbase integration now supports Ed25519 API keys, making it easy to connect using the latest recommended authentication method (🔗)
🔧 Bug Fixes
fixed
improved
Transactions
Categories, Tags
Accounts, Assets
#270
⭐️ Improvements
- Clarified the error message displayed when attempting to create a new category with a name already used by an archived category
🔧 Bug Fixes
- The one where transaction attachments failed to upload (🔗)
- The one where clicking "Create" on the Auto-Categorization page resulted in duplicate categories when a category with the same name already existed (🔗)
- The one where "fix your connection" emails kept sending after disabling the email notifications preference (🔗)
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
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