Bugs

Selecting "this month" as the date range on "Stats" or "Analyze" page does not appear to change how the data is being filtered. Data outside of "This month" continues to be included. "This year" also doesn't reflect correctly, appearing to show only the past 6 months (eg. June - November)

In the Query Tool, using the "Category/Tag" or "Account/Tag" breakdowns will only displays tags if the category or account have at least 2 unique tags. If only 1 tag is associated with the category or account, it won't display (regardless of how many transactions are tagged).

On the Accounts page, using the "Group by: Institution" filter option returns the same results as "Group by: Connection". If accounts from the same institution were added individually, they will not group, despite having the same Institution Name. Also, when using the "Group by: Connection" filter, manually-managed accounts are all listed together under a single "connection", and the header for that "connection" is taken from the first account in the list. Instead, it should just say "Manually-managed accounts" instead.

On the Accounts page, synced Coinbase and Kraken accounts cannot be edited. When clicking to open the 'Edit Account' panel, the app will crash to a blank page. In most cases, this is the error that comes up (see screenshot): TypeError: Cannot read properties of undefined (reading 'indexOf') Another error that appears sometimes is "Sentry dropped data due to a quota or internal rate limit being reached. This will not affect your application. See https://docs.sentry.io/product/accounts/quotas/ for more information." --- Update July 29, 2024: On the Net Worth page, the historical balances for these crypto accounts always appear in USD despite the primary currency being another. If you try to change the currency or the amount value, it appears as if it saves, yet when you refresh the page, it will revert back to the original amount and currency. The updated amount and currency actually gets saved to a new "deleted" account that gets created.

On the Transactions page, when you create a new transaction or if you change the date of an existing transaction via the table cell, the change takes place, but the cell will now display a day earlier than selected. This appears to be a strictly visual issue, as the correct date appears once the page is refreshed. If you go to the Transaction Details page, the correct date appears there as well. Example: If you select "May 3, 2024" in the cell, it will save and display "May 2, 2024". If you click to open the Transaction Details panel, it will correctly display "May 3,2024" there. The issue is only in the table view. Refreshing the page will show "May 3, 2024" in the table view. Update (July 17,2024): This also occurs after splitting a transaction: a. A transaction exists with a given date (the right one) b. I split the transaction by going through these steps : Clicking on the transaction Clicking "Split the transaction" Clicking "Split evenly 2 ways" Selecting two different categories for each split Clicking "Ok" c. Everything works out fine except the transactions are now shown to have happened one day before the real date (correct date - 1 day, for example a transaction on June 10th will be shown to be on June 9th) Once the page is refreshed, the correct dates appear in the table.

On the Rules page, when setting up a new Rule, some of the rule effects cannot be used on their own. The "Create & Apply" button remains grayed out. This occurs with the following rule effects: Mark as reviewed Mark as unreviewed Don't link to recurring Don't create a rule Send me an email The "Create & Apply" button will be clickable if another rule effect (not from the list above) is also added (eg. Set category).

On the Recurring page, if editing an existing Recurring Item, the "Paid from" dropdown will not display Accounts that have "Allow modifications to transactions" disabled. The "Paid from" dropdown should display all Accounts that allow transactions, regardless of the "Allow modifications" setting.

On the Transactions page, using the bulk edit menu to "mark all as unreviewed" appears to work and will have all the checkmarks set to gray on the transactions. However, when you refresh the page, all listings appear as "reviewed" (green checkmark). There is no indication of the bulk edit action on the Transaction Change History log.

There is a known Plaid issue affecting the merchant name parsing for some European institutions, primarily Dutch banks. The Payee names appear broken with unexpected spaces every few characters.

On the Transactions page, using the "Bulk-Edit" option on recurring transactions will trigger the removal of the recurring links, despite "Unlink all recurring" not selected. This happens with any bulk actions, whether setting a note, changing category, or applying a tag. For example, using the "Bulk-Edit" feature to add a tag will lead to the tag being added and the recurring link removed (see screenshot).