Changelog

Follow up on the latest improvements and updates.

RSS

improved

fixed

#217

⭐️ Improvements
  • Requesting an API key? Optionally let us know what you plan to do with it!
  • General search by amounts formatted with a comma (ie, "5,000") will return relevant transactions
🔧 Bug Fixes
  • The one where the QR code wasn't displaying for two-factor authentication setup
  • The one where transactions page looked a little bloated on mobile/smaller width screens
  • The one where "Last 6 months" actually showed the last 7 months!
  • The one where sorting on the Analyze page had strange behavior

new

fixed

improved

#216

Screen Shot 2024-05-06 at 7
🎁 New features
  • Deduplication tool is now available for transactions! Deduplicate by any combination of date, payee, amount and account.
⭐️ Improvements
  • New error for 'Missing Account' in Transactions page sheds light on how to fix the issue
🔧 Bug Fixes
  • The one where relinking an account sometimes resulted in deleted accounts and 'plaid' references for transactions

improved

fixed

#215

Available for beta testing:
Investment transactions syncing in US and Canada
🎁 New features
  • Added "Exclude tags" as a filter in the Query Tool
🔧 Bug Fixes
  • The one where cadences such as 'twice a month' and 'every 2 weeks' would re-occur on incorrect dates
  • The one where you couldn't split or group transactions that were suggested recurring transactions

new

improved

#214

🎁 New features
  • Remove balance history from Net Worth Tracker for a deleted account
  • New advanced options for synced accounts: use authorized date. Optionally turn this off to use the
    date
    field instead of
    authorized_date
    to populate a transaction's date.
⭐️ Improvements
  • Smarter and simpler account creation flow in the CSV importer
  • Added
    to_base
    to crypto accounts

improved

#213

⭐️ Improvements
  • Suggested recurring items are no longer distinguished in the Transactions page. You can still access them via the Recurring Items page, or by clicking into a transaction that is linked to a suggested recurring item.
Updates to the API:
Lunch Money Developer API
  • transaction_id
    is deprecated from the Recurring Expenses Object (temporarily... it will return under some other form)
  • Deprecated special statuses for transactions (
    recurring
    and
    recurring_suggested
    )

new

fixed

#212

🎁 New features
  • Create a bank syncing ticket related to a specific transaction from Transactions page
🔧 Bug Fixes
  • The one where toggling categories within groups sometimes doesn't show up in the Query Tool
  • The one where recurring items disappear if anchor date is null
  • The one where expenses and income were inflated on the Budget page
  • The one where the totals and percentage changes were off on the Net Worth page when filters are used

new

improved

fixed

#211

🎁 New features
  • View transactions from the Main page in a pop-up container
  • Transaction popup containers now contain total footer
⭐️ Improvements
  • Added "This month" and "This year" to the Main Overview page period picker
  • Some performance improvements behind-the-scenes on the Main Overview page
🔧 Bug Fixes
  • The one where the billing portal link doesn't work in some environments (Safari)

new

improved

fixed

#210

🎁 New features
  • Developers! There is now an area for you to submit your projects for us to showcase.
  • You can now easily merge one account into another, regardless of type (synced or manually-managed)
  • Choose to merge your newly synced account into an existing manually-managed account where we will automatically set the earliest import date for you to prevent duplicates
⭐️ Improvements
  • Some optimizations to the Mint migration tool for quicker account creation
🔧 Bug Fixes
  • The one where editing a rule doesn't display the recurring item
  • The one where leaving category as 'Uncategorized' (default selection) doesn't work in transaction filters
  • The one where the "jump to month" dropdown appears under the "Group By" button in Recurring Items
  • The one where there was an extra space in
    account_display_name
    when fetching transactions via API
  • The one where the Category field was missing in the recurring item modal view
  • The one where the net worth tracker tooltip high-level percentage only takes into account from top row

new

fixed

#209

🎁 New features
  • Bulk link and unlink recurring transactions
🔧 Bug Fixes
  • The one where pending transactions would not disappear
  • The one where uploading CSV files with empty strings for a tag would skip importing many transactions

improved

fixed

#208

⭐️ Improvements
  • End of month cadence supported for recurring items (set your anchor date to the 31st of any month!)
  • New visualization on previous, current and next period occurrences for a recurring item
  • When linking to a recurring item, list is sorted by matching account first
  • CSV importer now supports apostrophes as a thousands separator (popular in Switzerland!)
🔧 Bug Fixes
  • The one where assigning an CSV imported transaction to "Cash transaction" breaks
  • The one where editing a split transaction with tags caused mangled tag names
Screen Shot 2024-02-20 at 4
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