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Changelog

Follow up on the latest improvements and updates.

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fixed

#222

This update about addressing user-submitted bugs!
🔧 Bug Fixes
  • The one where tags only display in Query Tool if more than 2 exist per category or account
  • The one where bulk edit actions trigger recurring link removal
  • The one where editing synced crypto accounts crashes
  • The one where bulk edit to mark all as unreviewed doesn't work
  • The one where accounts are missing from dropdown when editing recurring items
  • The one where transaction date displays incorrectly when updated from table cell
  • The one where "This Month" and "This year" option broken for Stats and Analyze
  • The one where account grouping by institution is incorrect
  • The one where visiting suggested rules by URL directly shows a blank page
  • The one where you couldn't unset a currency override for a synced account
  • The one where removing an asset didn't allow you to move transactions before
  • The one where transactions don't update properly after merging recurring items
Thank you to everyone who reported bugs and upvoted the existing bugs in our Bug board!

new

improved

#221

It's been a while, but we promise we have something big cookin' up for you all!
In the meantime, we have a few updates to announce:
🎁 New features
  • You can now upload PDF bank statements as a means to import transactions!
⭐️ Improvements
  • Are you eligible for a subscriber anniversary gift? If so, you'll see a link on our Billing page!
  • Changing your pricing plan now waits until your current billing period is up before enforcing the change.
  • We've added extra error messaging to get ahead of some known Plaid syncing issues to save you some time!

new

fixed

improved

#220

🎁 New features
  • Recurring Items now supports custom cadences! Set any quantity and granularity, such as "every 10 days" or "every 4 weeks"!
  • Rule descriptions: you can now add optional notes to your rules
⭐️ Improvements
  • Transactions Quick Add: payee field is now autocomplete; default to last used date and account
🔧 Bug Fixes
  • The one where 'twice a month' recurring items were calculating incorrectly

fixed

improved

#219

⭐️ Improvements
  • 'Split Rules' is now a filter option for the Rules page!
🔧 Bug Fixes
  • The one where you couldn't create a split rule from a transaction
  • The one where some cryptocurrencies were not fetching latest rates
  • The one where pending transactions come back when merging recurring items
  • The one where the page goes blank after attempting to edit a recurring item's details from a transaction
  • The one where collapsing/uncollapsing when grouping by categories from Recurring Items page would apply to all groups
  • The one where creating a new category from side panel from Transactions page closes the panel

new

fixed

#218

🎁 New features
  • Create and assign Plaid categories directly from Autocategorizations
🔧 Bug Fixes
  • The one where 'twice a month' recurring cadence was wonky
  • The one where Stacked Bar chart in Query Tool was broken
  • The one where the net worth chart was missing some data for some users

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
    )
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