Changelog
Follow up on the latest improvements and updates.
RSS
fixed
Transactions
Budget
Query Tool
Accounts, Assets
#266
🔧 Bug fixes
- The one where synced accounts merged during link flow persisted with inactive status (🔗)
- The one where sorting in the 'View Transactions' popup in the Query Tool didn't work (🔗)
- The one where manual assets for Gold (XAU) and Silver (XAG) could not be created (🔗)
- The one where new accounts created during CSV/PDF import weren't recognized (🔗)
- The one where transactions failed to create via side panel with the auto-populated date (🔗)
- The one where the amount in the 'End Trial' dialog didn't match the billing currency (🔗)
- The one where the Budget Breakdown tooltip showed a dollar sign for 'Projected to spend' amounts in other currencies (🔗)
- The one where group and split transaction tooltips didn’t respect the user-defined credit/debit display preference (🔗)
new
improved
fixed
Mobile App
#265
📱 Updates to the Mobile App
Released as iOS v2.5.0 and Android v2.5.0:
- 🎁 New calendar view on Home tab with display option for transaction totals or counts (🔗)
- 🎁 View Plaid metadata from the 'Edit Transaction' screen (🔗)
- 🎁 Choose whether Spending Breakdown progress bars display for category groups, sub-categories, or both (🔗)
- 🎁 New device setting to turn haptic feedback (touch vibrations) on or off (🔗)
- ⭐ Improved distinction for subcategories in the Budget tab (🔗, 🔗)
- ⭐ Budgets you own vs. collaborate on are now separated in the 'Switch Accounts' menu (🔗)
- ⭐ Home tab now defaults to the last viewed period range (🔗)
- ⭐ Added support for "Cash transaction" as an account option (🔗)
- ⭐ Click 'Uncategorized' in Spending Breakdown to view all uncategorized transactions (🔗)
- 🔧 Fixed the bug where the Android status bar overlayed transaction edit screens (🔗)
fixed
Categories, Tags
Accounts, Assets
#264
🔧 Bug fixes
- The one where new manually-managed accounts weren't created when removing synced accounts with the "keep data" option (🔗)
- The one where historical balances didn't transfer over to the new manually-managed accounts when removing synced accounts with the "keep data" option (🔗)
- The one where the transaction change history log didn't display the account change triggered by the synced account removal process
- The one where the Net Worth page listed removed accounts by 'Account name' instead of 'Display name'
- The one where updates to a category's 'archived on' date didn't save (🔗)
- The one where some CSV export fields didn't reflect transaction updates until page refresh (🔗)
new
improved
fixed
Mobile App
#263
📱 Updates to the Mobile App
Released as iOS v2.4.0 and Android v2.4.0:
- 🎁 Attachments can now be added when creating new transactions (🔗)
- ⭐ Expand / collapse states now saved on the Home tab (🔗)
- ⭐ Significant improvements to overall app speed and performance (🔗)
- 🔧 Fixed the bug where the save button was grayed out after adding attachments(🔗)
- 🔧 Fixed the bug where the iOS privacy blur overlay persisted after returning to the app (🔗)
new
fixed
Transactions
Budget
Categories, Tags
CSV Importing
#262
🎁 New features
- Lunch Money now integrates with Zapier, giving you the power to automate your financial workflows without writing a single line of code. (🔗)
🔧 Bug fixes
- The one where pending transactions incorrectly counted as unreviewed
- The one where some CSV imports displayed an "Invalid date" error on the last step
- The one where updates to archived categories failed due to a timestamp error
- The one where some updates to 'Budgeted' values in a custom budget period didn't save
new
improved
fixed
Net Worth, Stats, Trends
Accounts, Assets
#261
🎁 New features
- Filter and view your net worth and historical balances over any date range using the period picker on the Net Worth page (🔗)
- Show or hide closed accounts and subtype breakdowns using the Net Worth Tracker's display options (🔗)
- Include or exclude individual subtypes using the Net Worth Tracker's filter feature (🔗)
⭐️ Improvements
- You can now head over to the Settings page to manage how often you’d like to be notified by email when bank accounts need to be relinked
🔧 Bug fixes
improved
fixed
Transactions
Net Worth, Stats, Trends
CSV Importing
#260
⭐️ Improvements
- PDF imports now support mapping additional columns beyond Date, Payee, and Amount
🔧 Bug fixes
- The one where grouped transaction amounts didn't count towards totals (🔗)
- The one where closed accounts displayed as "Unknown" on the Net Worth page
- The one where the Net Worth page displayed incorrect values for closed and inactive accounts
- The one where edits to historical balances didn't save properly (🔗)
new
fixed
Mobile App
#259
📱 Updates to the Mobile App
Released as iOS v2.3.0 and Android v2.3.0:
- 🎁 Create a new transfer by holding the '+' button, or use the 'Create Transfer' action from an existing transaction! (🔗)
- 🎁 View, download, and add attachments to existing transactions; select an existing file or take a photo directly in the app! (🔗)
- 🔧 Fixed the bug where the iOS keyboard overlapped the notes field (🔗)
new
improved
fixed
Transactions
Getting Started
#258
🎁 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! (🔗)
- It’s 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.
⭐️ Improvements
- Digest and summary emails now display the corresponding budget account name (🔗)
🔧 Bug fixes
- The one where evenly splitting a credit transaction resulted in split percentages percentages exceeding 100% (🔗)
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