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Introducing the new Calendar view!
Visualize your monthly or bi-weekly spending with a daily summary.
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Exciting news — the Lunch Money community is moving to Discord!
Link to join: https://discord.gg/zDcjxzY3
Why the move?
As the Lunch Money community grows, we’ve found that Discord better aligns with our needs compared to Slack, which is often more suited for enterprise team use. Discord offers an open and fully-featured developer API and a more community-oriented feature set (all for free!), which will allow us to offer enhanced support to our users and to build integrative features more seamlessly. Overall, the experience for everyone will be much better!
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🎁 New features
- Archive individual categories and category groups
- Archive individual tags
🔧 Bug Fixes
- Fixed bug where updating balance after CSV upload was not working
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fixed
⭐️ Improvements
- Conversion rates for accounts are now shown
- Added Quick Search back to Rules
🔧 Bug Fixes
- Fix recurring bug that caused recurring transactions to be set back to a suggested state
- Fixed bug where "Save & Apply" a rule from the Transactions page doesn't work
- Fixed a bug where "Apply changes" popup after updating a transaction works intermittently
- Fix bug where account balances were being updated haphazardly
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🎁 New features
- Set split transactions to be reviewed or unreviewed
⭐️ Improvements
- Fiat currencies in crypto account are converted properly
🔧 Bug Fixes
- Fixed bug where assets and crypto accounts were unable to be deleted
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🎁 New features
- Bulk-apply rules from the Rules page
- Option to run split transactions through rules
- Option to run rules on update
- New rule trigger: category
- New rule effect: set uncategorized or unreviewed
- Filters on the Rules page
- “Last triggered at” column for Rules
- User settings: auto-review transactions on update, auto-review transactions on creation
⭐️ Improvements
- Transactions in a different currency than your primary currency will now show the conversion rate used in its transaction details pop-up
- Simplified prompt to apply rules after updating transaction
- User preferences organized under headers in Settings
🔧 Bug Fixes
- Fixed bug with approving recurring items
- Fixed bug where bulk-unreview transactions was not working
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🎁 New Features
- Bulk-edit transactions now supports: mark all as unreviewed, remove all categories
- New chart in the Trends page: Net Income and Savings Rate
⭐️ Improvements
- Moved the "Delete" button for Categories to a more conspicuous spot
- When converting a transaction to a recurring item, the list of recurring items now includes 'Notes' to better differentiate between items with the same payee name
- Max string length for categories increased to 100 from 50
🔧 Bug Fixes
- Default date for new manual transactions honors current month
- Fixed bug that was preventing some rules from getting deleted
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🎁 New Features
You can now
add transactions to, or modify synced transaction amounts for synced accounts
with the following setting (found under the Accounts page):
This is particular useful when reconciling Lunch Money transactions with what's on your bank statements. Automated syncing isn't perfect but it gets us most (when not all) of the way there. With this new feature, you can seamlessly correct errors yourself and move on quickly into your budget!
⭐️ Improvements
You can now opt to
split a transaction evenly in any number of ways
(well, up to 10ish, we don't want to go too crazy):
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🎁 New Features
Now supporting transaction change history! Keep track of the changes made to a transaction, whether it's via a rule, API or manual updates.
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