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Changelog

Follow up on the latest improvements and updates.

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April 4, 2024

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
March 28, 2024

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 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
    )
March 20, 2024

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
March 11, 2024

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)
March 9, 2024

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
March 1, 2024

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
February 21, 2024

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
February 9, 2024

new

improved

#207

🎁 New features
  • "Group by" feature implemented for Recurring Items
⭐️ Improvements
  • Improved communication and aesthetics around Plaid syncing status
February 1, 2024

improved

fixed

#206

⭐️ Improvements
  • Account dropdown in transaction filters is now alphabetized for easier searching
  • Improve time filter selection to be absolute value as opposed to relative for clarity (ie. 2024 instead of 'this year')
🔧 Bug Fixes
  • The one in the net worth tooltip where totals were being calculated incorrectly when there are hidden types
  • Fixed auto-categorization tooltip that was erroneously giving number of uncategorized transactions
January 17, 2024

improved

fixed

#205

⭐️ Improvements
  • Group by connection option in Accounts
🔧 Bug Fixes
  • 'Show'/'Hide' projected expenses setting is saved
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