Changelog

Follow up on the latest improvements and updates.

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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

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

new

improved

#207

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

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

improved

fixed

#205

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

improved

fixed

#204

⭐️ Improvements
  • Updated bank syncing support flow helps our support team get your requests over to Plaid faster
🔧 Bug Fixes
  • The one where file uploads were not working for transactions
  • The one where viewing transactions in the query tool wasn't filtering properly for uncategorized transactions

new

improved

fixed

#203

🎁 New features
  • Quick view transactions from Categories, Accounts, Report (Analyze Tool), Recurring Items and Tags
  • Collapsible category groups
  • Transaction groups show grouped transactions in a pop-up on hover
  • 2FA seed available as a string in addition to QR code
⭐️ Improvements
  • Ability to remove demo banner
🔧 Bug Fixes
  • The one where searching to add to a group didn't work
  • The one where converting to recurring item didn't work when you had empty recurring item payee names
  • The one where entering a comma for a number didn't work as expected in Transaction filters

new

improved

fixed

#202

🎁 New features
  • View the entire Plaid metadata object that we get when we import your transactions!
⭐️ Improvements
  • New transactions are imported now with the authorized date instead of the posted date
🔧 Bug Fixes
  • The one where using 'Create new category: [x]' caused some CSV imports/Mint migrations to fail

improved

fixed

#201

⭐️ Improvements
  • Modify categories in a group through selection (and not just drag-n-drop) Screen Shot 2023-11-30 at 10
🔧 Bug Fixes
  • The one with a discrepancy for non-recurring income and expenses totals in the monthly overview

new

improved

#200

🎁 New features
  • We're now integrated with Stripe's customer portal where you can manage your payment details and access past invoices!
⭐️ Improvements
  • We are now showing more timestamps related to when your accounts were last synced. Specifically, you can now see when the last time Plaid synced with your institution, and the last time Lunch Money synced with Plaid.
  • For connections with POTP (perpetual one-time codes), we now provide more guidance on how to manually trigger an update for new transactions. Screen Shot 2023-11-26 at 2
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