new
Beta
🎁 New Features
(Currently only available in beta– join today!)
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!
new
improved
Query Tool
Hellooooo, I'm back! ✨
🎁 New Features
- The Query Tool now supports more granular breakdown of your data. Screenshots below show the category/tag and account/category breakdowns as well as the "recurring" breakdown option which allows you to easily see a list of all your recurring expenses and payment history. Super helpful for identifying anomalies!
⭐️ Improvements
- Updated PUT /transactions/:id to support remove tags (by sending in tags: null)
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