improved
fixed
⭐ Improvements
  • Help & Support has now been moved to the header, next to "Logout". Previously it was tucked away at the bottom corner of the screen.
🔧 Bug Fixes
  • Fixed a bug where grouped transactions & transaction groups were getting double-counted in search results (if they both show up)
  • New transaction names were not being added to auto-suggestions
  • Fixed a bug where adding transactions to a manually-managed account made the Overview numbers temporarily incorrect and required a refresh to fix
  • Fixed a bug where filtering by Cash transaction didn't show anything
  • In Transactions, "Add to ..." button text now shows the current asset name
  • Fixed an issue where the colors in the liabilities tooltip in Net Worth Tracker didn't match up
  • Fixed an issue with sorting by billing day in Recurring Items
  • Fixed a bug where changing the currency for a new transaction erased the amount field
new
improved
fixed
Transactions
Budget
Net Worth, Stats, Trends
🎁 New Features
  • A new weekly email of unreviewed transactions will start sending this week! Choose which day you'd like to receive this digest (defaults to Thursday)
⭐ Improvements
  • The Net Worth chart tooltip can now display the percentage makeup of each account type for both assets and liabilities.
  • The Budget view (both compact and expanded) now contain a link to the relevant filtered Transaction view
  • Charts in Trends now show percentage change
  • More periods added to Transactions search bar (last year, last month)
  • You no longer need a query in the Quick Search bar to see the transaction results– simply choosing a time period will refresh the transactions!
  • Change a transaction's category from the main Table to Uncategorized
🔧 Bug Fixes
  • Fixed a bug where the tooltip would get cut off in the account view in Net Worth Tracker
new
fixed
Accounts, Assets
🎁 New Features
  • For synced accounts, you can now override the synced currency for a balance. This is to deal with ongoing Wealthsimple issues in which the imported currency is incorrect.
🔧 Bug Fixes
  • Fixed a bug that prevented users from sending in more than feedback submission one after the other.
new
improved
fixed
Accounts, Assets
CSV Importing
🎁 New Features
  • You can now manually-manage a crypto asset! Choose from over 300 different tokens and we'll pull in the latest exchange rates every hour.
⭐ Improvements
  • The filter on the Accounts page has been improved! You can now choose to filter by account type.
  • Colors in the Accounts page are now more diversified to easily distinguish between different types.
  • Upload up to 20 CSV files to the same account. Perfect for if your bank only allows you to download monthly statements.
🔧 Bug Fixes
  • Fixed a wrapping hover bug in Net Worth tracker
improved
fixed
Transactions
Budget
Recurring Items
Accounts, Assets
⭐ Improvements
  • The parent budget always updates now whenever you update any of the children category budgets
  • When adding a new transaction to a manually-managed asset, currency defaults to the asset's balance currency
  • Added a loading state when creating a new category
  • Made some improvements to prevent weirdness when making a lot of transaction changes (e.g. reviewing) in quick succession
🔧 Bug Fixes
  • Existing transactions in group no longer show up in the grouped transaction search results
  • Inactive accounts no longer show up in account dropdowns
  • Creating a recurring item from a transaction properly creates a rule with "contain" instead of "match exactly" for payee matching
  • Creating a recurring item from transaction creates a rule based on the original payee name instead of the updated payee name
  • New payee names from creating a new transaction now show up in autosuggest immediately after
  • Fixed bugginess when selecting "No, cancel" to creating a new category
  • Fixed a bug that allowed end date before start date for recurring items
new
fixed
Transactions
Budget
🎁 New Features
  • Choose to round your budgets to the nearest $10, $1 or $0.01
🔧 Bug Fixes
  • Fixed a bug where filtering for an exact dollar and cent amount in Transactions wasn't working
  • Fixed a bug where tags were not showing up for recurring items
new
improved
fixed
Transactions
Budget
Accounts, Assets
🎁 New Features
  • Manually-managed assets can now be set as "closed". Closed accounts will have their transactions, recurring items, and balance history preserved, but will no longer show up in dropdowns or list of active accounts.
  • A category group's budget will now be automatically updated if a child category is set unless the sum of children category budgets does not exceed the category group's budget.
  • The "Other" asset type has now been split into "Other liability" and "Other asset"
⭐ Improvements
  • Improved "Create a transfer" experience with more intuitive wording
🔧 Bug Fixes
  • Fixed a bug where ungrouping a transaction was not working
new
Transactions
🎁 New Features
  • File attachments for transactions are now live!
Screen Shot 2021-01-28 at 9
fixed
Transactions
Query Tool
Accounts, Assets
🔧 Bug Fixes
  • Fixed buggy behaviour with updating the category for a recurring item in the Transactions view
  • Fixed a bug where selecting "Last Year" preset in Query Tool only displayed the last 8 months
  • Fixed a bug where removing a manually-managed asset would sometimes get stuck in "deleting" state
new
improved
fixed
Transactions
Getting Started
🎁 New Features
  • Any payee/merchant field now supports auto-complete! You can also turn this feature off in the settings. autocomplete
  • New users can now choose to set up a demo Lunch Money account with pre-filled data.
⭐ Improvements
  • Hold shift and click to select a range of transactions shiftclick
🔧 Bug Fixes
  • Fixed some sidebar sticky scrolling bugs, particular on the Transactions page
  • Fixed an issue where deactivating an account caused it to temporarily disappear from the view
  • Fixed an issue where some users were having trouble authenticating to Canny
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