Changelog
Follow up on the latest improvements andΒ updates.
RSS
new
improved
fixed
Transactions
Getting Started
#258
π New features
- Find easy-to-follow tutorial videos on the official Lunch Money YouTube channel and throughout the Knowledge Base, with plenty more on the way! (π)
- Itβs now easier to manage multiple budget accounts! Refer to the 'Switch Accounts' menu to quickly see when you last viewed each budget account and spot which ones have new transactions that need your attention.
βοΈ Improvements
- Digest and summary emails now display the corresponding budget account name (π)
π§ Bug fixes
- The one where evenly splitting a credit transaction resulted in split percentages percentages exceeding 100% (π)
improved
fixed
Mobile App
#256
π± Updates to the Mobile App
Released as iOS v2.2.2 and Android v2.2.2:
new
fixed
Transactions
CSV Importing
#255
π New features
- Save time entering similar transactions by duplicating an existing transaction to create a new one with pre-filled details! (π)
π§ Bug fixes
- The one where leaving the amount field empty during transaction creation triggered a permanent loading state on the "Add" button (π)
- The one where new transactions missing an amount value triggered a non-descriptive error message (π)
- The one where transactions imported as uncategorized if the category name began with an emoji (π)
improved
fixed
Mobile App
#254
π± Updates to the Mobile App
Released as iOS v2.2.1 and Android v2.2.1:
- βοΈ The app is now obscured in the app switcher for added security when biometric authentication is enabled (π)
- βοΈ Accounts are now listed alphabetically in the account selection drop-down (π)
- βοΈ The amount field now displays placeholder text and autofocuses when editing or creating transactions (π)(π)
- βοΈ You can now filter for uncategorized transactions using the "Uncategorized" option (π)
- π§ Fixed the bug where some currencies displayed incorrect decimal point notation in the Transaction list (π)
- π§ Fixed the bug where accounts with "Do not track transactions" enabled showed up in the account selection drop-down (π)
- π§ Fixed the bug where some budget periods were calculated incorrectly (π)
- π§ Fixed the bug where income was calculated incorrectly in the Period Summary (π)
- π§ Fixed the bug where biometric authentication could be bypassed via the multitask view (π)
- π§ Fixed the bug where payee names weren't displaying in the payee input field
new
improved
fixed
Mobile App
#253
π± Updates to the Mobile App
Released as iOS v2.2.0 and Android v2.2.0:
- π New 'Setup' page to manage Accounts, Tags, and Categories!
- π Create, edit, and delete Tags and Categories directly in the mobile app (π)
- π View and refresh Plaid-synced accounts from the new 'Accounts' view (π)
- βοΈ Added support for creating tags and categories via the 'Edit Transaction' view
- βοΈ Added support for editing Plaid-synced transactions if account has 'Allow modifications to transactions' enabled (π)
- π§ Fixed the bug where the Budget Breakdown progress bars displayed incorrectly (π)
- π§ Fixed the bug where some payees didnβt show up in the payee input drop-down (π)
- π§ Fixed the bug where liability balances were incorrectly calculated in Accounts Overview (π)
- π§ Fixed the bug where mobile users werenβt notified if app was in maintenance mode
- π§ Fixed the bug where splitting transactions over time didn't work as expected
- π§ Fixed the bug where newly added transactions didnβt trigger rules (π)
new
improved
fixed
Transactions
Categories, Tags
#252
π New features
- Fully personalize your tags with custom background and font colors! (π)
- Tag colors are now displayed all-throughout the app, including reports and sidebar overviews
- Quickly remove tags with a single click or add more tags directly in the Transactions table (π)
βοΈ Improvements
- Category descriptions now supported in bulk category creation and export
- Archived tags now display separately from active tags at the bottom of the Tags table (π)
- You can now edit tag name and descriptions directly in the Tags table
- Searching in the category selection dropdown now prioritizes exact match over substring match
π§ Bug Fixes
- The one where the archived tags toggle on the Tags page didn't work (π)
- The one where the date field automatically saved when typing during new transaction creation (π)
- The one where filtering by tags didn't include newly-added tagged transactions (π)
- The one where the βView Transactions' popup for unassigned tags incorrectly displayed all transactions (π)
improved
fixed
Transactions
Accounts, Assets
#251
βοΈ Improvements
- Added a category_group column to the Transactions CSV export (π)
- Added a created_at column to the Transactions CSV export (π)
π§ Bug Fixes
- The one where account names in a Transactions CSV export didn't match the account display names as they appear in the Transactions table (π)
- The one where 'Choose your plan' section on the Billing page displayed USD values for users with a billing currency of EUR and CAD (π)
- The one where historical balances of synced crypto USD accounts weren't saved correctly on the Net Worth page
new
improved
fixed
Net Worth, Stats, Trends
Query Tool
#250
π New features
- If youβve ever felt stuck or overwhelmed with your finances, you can now explore the Coaching Directory to find expert financial guidance from certified Lunch Money coaches!
βοΈ Improvements
- You can now toggle the monthly summary emails per budget under 'Email Notifications' on the Settings page
π§ Bug Fixes
- The one where Linked Roles were not showing up on users' Discord profiles
- The one where "Amount left to split" was hard to see in dark mode
- The one where the Average column values in the exported CSV file didn't match the Average column values displayed in the Query Tool table
improved
fixed
Transactions
Categories, Tags
CSV Importing
#249
βοΈ Improvements
- Tooltip text updates on the Overview, Calendar, Categories, and CSV Import pages
π§ Bug Fixes
- The one where account balances updated incorrectly after CSV / PDF import
- The one where the Rules table column headers were cut off by the column width
- The one where the "First row contains column headers" toggle was hard to see in dark mode
- The one where filtering by notes didn't return transactions linked to suggested recurring items
- The one where the API returned null for notes on transactions linked to suggested recurring items
- The one where emojis were not rendered correctly in CSV exports opened in Excel
- The one where the Autocategorization page displayed "undefined" for the secondary categories once the parent category was set
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