Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
fixed
Developer API
Beta
Mobile App
#225
⭐️ Improvements
- Budget category settings can now be updated in-line from the Settings view (beta):
🔧
Bug Fixes
- The one where the Stats page was incorrectly showing 'US$' labels
- The one where stopping one account's sync revoked the connection of remaining accounts
- The one where sorting on the Transactions page didn't work correctly for 'Notes' and 'Accounts'
- The one where the 'Collaborators' card didn't display collaborators (beta)
- The one where the pad budget tooltip incorrectly displayed recurring items from other periods (beta)
🤖 Updates to the Developer API
- Fixed the bug where the debit_as_negative query param was ignored in the GET /transactions/{id} endpoint
- Update Transaction Object now accepts a plaid_account_id allowing developers to update existing transactions associated with plaid accounts or to move transactions to a plaid account if the "Allow Modifications to Transactions" property is set
- The asset, crypto and plaid_account objects returned by the V1 API now include the to_base property. The to_base property is the account's balance in the user's primary currency
📱Updates to the Mobile App
Released as iOS v1.0.2 and Android v1.0.3:
- Fixed the bug where Accounts Overview was disregarding different currencies
- Fixed the bug where Plaid accounts in relink status weren't showing up in Accounts Overview
- Added support for grouped transactions:
new
improved
fixed
Budget
Overview
Categories, Tags
Beta
#224
🎁 New features
- Notes field now supported for budgets (beta)
⭐️ Improvements
- Feedback Board now has an official 'Mobile App' board for bugs and feature requests
- Editable 'Archived on date' field added for archived categories (beta)
- Improved one-click budgeting experience (beta)
🔧 Bug Fixes
- The one where Projected Net Income on the Overview page didn't display unless there were both recurring income and recurring expenses
new
fixed
Budget
Beta
#223
🎁 New Features
- The new budgeting feature completed alpha testing and is now available in the Beta Testing Program, including support for custom budget periods, zero-based budgeting, improved support and logic for carryover and allocation pools, and more!
🔧 Bug Fixes
- The one where CSV import didn't work on Mozilla Firefox, Windows
- The one where relink and merge resulted in duplicate transactions
- The one where the default income category had "Exclude from budget" enabled by default
- The one where archived categories kept displaying on the Budget page (beta)
- The one where archived categories didn't show up for past months on Overview page (beta)
- The one where a balanced budget was showing "overbudgeted" (beta)
- The one where recurring income was counted twice in the Spending Breakdown (beta)
fixed
#222
This update about addressing user-submitted bugs!
🔧 Bug Fixes
- The one where tags only display in Query Tool if more than 2 exist per category or account
- The one where bulk edit actions trigger recurring link removal
- The one where editing synced crypto accounts crashes
- The one where bulk edit to mark all as unreviewed doesn't work
- The one where accounts are missing from dropdown when editing recurring items
- The one where transaction date displays incorrectly when updated from table cell
- The one where "This Month" and "This year" option broken for Stats and Analyze
- The one where account grouping by institution is incorrect
- The one where visiting suggested rules by URL directly shows a blank page
- The one where you couldn't unset a currency override for a synced account
- The one where removing an asset didn't allow you to move transactions before
- The one where transactions don't update properly after merging recurring items
Thank you to everyone who reported bugs and upvoted the existing bugs in our Bug board!
new
improved
#221
It's been a while, but we promise we have something big cookin' up for you all!
In the meantime, we have a few updates to announce:
🎁 New features
- You can now upload PDF bank statements as a means to import transactions!
⭐️ Improvements
- Are you eligible for a subscriber anniversary gift? If so, you'll see a link on our Billing page!
- Changing your pricing plan now waits until your current billing period is up before enforcing the change.
- We've added extra error messaging to get ahead of some known Plaid syncing issues to save you some time!
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
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