Changelog
Follow up on the latest improvements and updates.
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new
fixed
improved
#220
🎁 New features
- Recurring Items now supports custom cadences! Set any quantity and granularity, such as "every 10 days" or "every 4 weeks"!
- Rule descriptions: you can now add optional notes to your rules
⭐️ Improvements
- Transactions Quick Add: payee field is now autocomplete; default to last used date and account
🔧 Bug Fixes
- The one where 'twice a month' recurring items were calculating incorrectly
fixed
improved
#219
⭐️ Improvements
- 'Split Rules' is now a filter option for the Rules page!
🔧 Bug Fixes
- The one where you couldn't create a split rule from a transaction
- The one where some cryptocurrencies were not fetching latest rates
- The one where pending transactions come back when merging recurring items
- The one where the page goes blank after attempting to edit a recurring item's details from a transaction
- The one where collapsing/uncollapsing when grouping by categories from Recurring Items page would apply to all groups
- The one where creating a new category from side panel from Transactions page closes the panel
new
fixed
#218
🎁 New features
- Create and assign Plaid categories directly from Autocategorizations
🔧 Bug Fixes
- The one where 'twice a month' recurring cadence was wonky
- The one where Stacked Bar chart in Query Tool was broken
- The one where the net worth chart was missing some data for some users
improved
fixed
#217
⭐️ Improvements
- Requesting an API key? Optionally let us know what you plan to do with it!
- General search by amounts formatted with a comma (ie, "5,000") will return relevant transactions
🔧 Bug Fixes
- The one where the QR code wasn't displaying for two-factor authentication setup
- The one where transactions page looked a little bloated on mobile/smaller width screens
- The one where "Last 6 months" actually showed the last 7 months!
- The one where sorting on the Analyze page had strange behavior
new
fixed
improved
#216
🎁 New features
- Deduplication tool is now available for transactions! Deduplicate by any combination of date, payee, amount and account.
⭐️ Improvements
- New error for 'Missing Account' in Transactions page sheds light on how to fix the issue
🔧 Bug Fixes
- The one where relinking an account sometimes resulted in deleted accounts and 'plaid' references for transactions
improved
fixed
#215
Available for beta testing:
Investment transactions syncing in US and Canada🎁 New features
- Added "Exclude tags" as a filter in the Query Tool
🔧 Bug Fixes
- The one where cadences such as 'twice a month' and 'every 2 weeks' would re-occur on incorrect dates
- The one where you couldn't split or group transactions that were suggested recurring transactions
new
improved
#214
🎁 New features
- Remove balance history from Net Worth Tracker for a deleted account
- New advanced options for synced accounts: use authorized date. Optionally turn this off to use the datefield instead ofauthorized_dateto populate a transaction's date.
⭐️ Improvements
- Smarter and simpler account creation flow in the CSV importer
- Added to_baseto crypto accounts
improved
#213
⭐️ Improvements
- Suggested recurring items are no longer distinguished in the Transactions page. You can still access them via the Recurring Items page, or by clicking into a transaction that is linked to a suggested recurring item.
Updates to the API:
Lunch Money Developer API- transaction_idis deprecated from the Recurring Expenses Object (temporarily... it will return under some other form)
- Deprecated special statuses for transactions (recurringandrecurring_suggested)
new
fixed
#212
🎁 New features
- Create a bank syncing ticket related to a specific transaction from Transactions page
🔧 Bug Fixes
- The one where toggling categories within groups sometimes doesn't show up in the Query Tool
- The one where recurring items disappear if anchor date is null
- The one where expenses and income were inflated on the Budget page
- The one where the totals and percentage changes were off on the Net Worth page when filters are used
new
improved
fixed
#211
🎁 New features
- View transactions from the Main page in a pop-up container
- Transaction popup containers now contain total footer
⭐️ Improvements
- Added "This month" and "This year" to the Main Overview page period picker
- Some performance improvements behind-the-scenes on the Main Overview page
🔧 Bug Fixes
- The one where the billing portal link doesn't work in some environments (Safari)
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