fixed
🔧 Bug Fixes
  • Fixed a bug in our CSV importing causing transactions to not be added when selecting Cash account
  • Fixed a bug where creating a new rule with an account as a condition showed the error "Missing account!"
  • Fixed a bug in API where external_id was not being returned
fixed
🔧 Bug Fixes
  • Fixed alignment issues in Query Tool seen in Firefox on Windows
  • Fixed issue where NaN% or Infinity% would display for savings rate on Overview page
  • Fixed issue where selecting "Last year" has no response in the Overview page
  • Fixed issue with sorting by billing date in Recurring Items page
  • Fixed issue with blank account names in the asset selector in the CSV importing tool
improved
new
🎁 New Features
  • New options for rule actions: don't create a new rule, and don't link to recurring
  • Rules now get applied on manual input
⭐️ Improvements
  • Refactored the codepath for inserting transactions (impacts manual input, CSV upload, API and Plaid syncing)
  • Redesigned the add/edit rule modal
improved
Transactions
Overview
Net Worth, Stats, Trends
Improvements
  • Added savings rate and projected savings rate to Period Summary in Overview page
  • Period Summary rows are now collapsable in Overview page
  • Added tooltips to table headers in Spending Breakdown to explain "Proj. Spend", "Proj. Earned" and "Safe to spend"
  • Swapped income & expenses in Spending Breakdown to match P&L format (as well as behaviour throughout the app)
  • Added option to show all account balances in the Overview page in user's primary currency
  • Added savings rate to Trends page
  • Exporting transactions to CSV includes 3 new rows: the transaction's original name, the transaction ID and the type (split, group, recurring, part of group)
fixed
🔧 Bug Fixes
  • Fixed bug where link to uncategorized Income from Overview page was incorrect
  • Fixed bug where removing end date for custom period in Analyze would crash the app
  • Fixed bug where opening a transaction from expanded budget view would crash the app
  • Fixed bug where the view filter options in the Accounts page would not always show up
new
fixed
Transactions
Overview
🎁 New Features
  • Spending breakdown has been totally revamped to show projected spending and earnings
  • A brand new Merchant page is available to help you clean up duplicate or messy merchant names in a snap
  • Choose to include or exclude pending transactions from totals, reports, budgets, etc.
🔧 Bug Fixes
  • Fixed an issue where CSV importer wasn't recognizing custom delimiter
  • Fixed bug where duplicating a transaction filter would sometimes crash the page
  • Fixed bug where incomes less than "1,00" wouldn't show up as green
  • Fixed weird tooltip behaviour in Trends when there's no data
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
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