Changelog
Follow up on the latest improvements and updates.
RSS
fixed
Budget
Accounts, Assets
Mobile App
#230
🔧
Bug Fixes
- The one where subcategory budgets rolled over to next period's "Left to Budget" when there was no budget set at the category group level, with category group budgeting enabled (beta)
- The one where synced crypto balances didn't update regularly; Synced accounts may show "relink" or "not supported" status, reflecting recent connector updates
- The one where some crypto symbols returned by the crypto wallet APIs were not being mapped to the correct name or exchange rate
📱Updates to the Mobile App
Released as iOS v1.1.2 and Android v1.1.2:
- 🔧 Fixed the bug where crypto accounts lingered when switching budget accounts
- 🔧 Fixed the bug where adding transactions crashed the app
new
improved
fixed
Budget
Beta
Mobile App
#229
🎁 New features
- Added support for category group budgeting (beta)
⭐️ Improvements
- Setting one-click budgeting with a fixed amount of zero is now possible (beta)
📱Updates to the Mobile App
Released as iOS v1.1.1 and Android v1.1.1:
- 🎁 Added a quick-access button for unreviewed transactions above the Period Summary
- 🎁 Added the ability to delete individual transactions
- 🎁 Added the ability to switch budgets without logging out
- 🎁 Added a share button for user's referral link under the Settings tab
- 🎁 Added a custom date range option for the period picker in the Home and Transactions tabs
- ⭐ Users can now select Plaid accounts when creating new transactions
- ⭐ Users can now update the currency for transactions in manually-managed accounts
- ⭐ The Spending Breakdown can now be toggled to show bars as a % of budget
- ⭐ Autofocus is now set on the search bar when a pop-up input opens
- 🔧 Fixed the bug where the Transactions Filter modal was pushed out of view on Android
- 🔧 Fixed the bug where Accounts Overview wasn't sorted by account balance
new
fixed
Mobile App
#228
📱Updates to the Mobile App
Released as iOS v1.1.0 and Android v1.1.0:
- 🎁 Added support for email / password login in iOS
- 🎁 Added support for default currency setting
- 🔧 Fixed the bug where the date range selector didn't dismiss after selection
- 🔧 Fixed the bug where "Last 30 Days" and "Last 7 Days" displayed an extra day
- 🔧 Fixed the bug where the yearly period summary was displaying incorrectly
fixed
Transactions
Accounts, Assets
Beta
#227
🔧
Bug Fixes
- The one where Plaid metadata of existing transactions were lost after merging a new connection with an existing manually-managed account
- The one where synced brokerage accounts displayed the 'Available' balance instead of the 'Current' balance
- The one where the Overview, Transaction and Budget pages displayed inconsistent data (beta)
new
improved
fixed
Accounts, Assets
Beta
#226
🎁 New features
- 2FA verification is now also possible via email
⭐️ Improvements
- Upgraded our Ethereum connector– existing connections should automatically resume syncing (Shoutout to Max for helping us out with that!)
- Upgraded our Coinbase connector– existing connections using the legacy API keys need to be replaced by a new connection in order to continue syncing (Shoutout to Dominic for helping us out with that!)
🔧
Bug Fixes
- The one where historical balances in secondary currencies were incorrectly calculated based on the current exchange rate
- The one where historical crypto balances were incorrectly saved in USD
- The one where 'Copy budget' didn't copy budgeted income and budgets set to zero (beta)
- The one where the 'Move budget' button was disabled under certain configurations (beta)
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!
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