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Changelog

Follow up on the latest improvements andΒ updates.

RSS

new

improved

fixed

Transactions

Accounts, Assets

Developer API

#281

🎁 New features
  • Plaid metadata for investment transactions now includes matched security details, such as the ticker, name, CUSIP, ISIN, and type, making it easier to identify the holdings (πŸ”—)
⭐️ Improvements
  • Preferences on the Settings page have been reorganized into three distinct groups: settings that apply to you across all of your budget accounts, settings that apply only to you within a specific budget account, and settings that apply to all collaborators of a budget account.
πŸ”§ Bug Fixes
  • The one where account status showed
    active
    despite requiring relinking due to Perpetual One-Time Password (POTP) (πŸ”—)
  • The one where the 'Fix Dates' feature during CSV/PDF import did not work as expected when the date format was entered using lowercase characters (πŸ”—)
  • The one where the email notification for imported transactions displayed "null" for accounts with an empty institution name field (πŸ”—)
πŸ€– Updates to the Developer API
  • Published v2.11.1 of the Developer API spec with the new settings resource endpoints
  • Plaid-linked accounts now consistently use Lunch Money's taxonomy in Developer API responses (
    cash
    and
    investment
    ) regardless of the account type returned by Plaid

new

improved

fixed

Mobile App

#280

πŸ“± Updates to the Mobile App
Released as iOS v2.6.1 and Android v2.6.1:
  • 🎁 The Net Worth, Trends, and Stats tabs now match the web app, including reports for "Top expensive purchases", "New merchants", "Highest expenses per month", and "Transaction totals and counts by category" (πŸ”—)
  • 🎁 Custom metadata added via the API is now visible in the 'Edit Transaction' view (πŸ”—)
  • 🎁 You can now archive and unarchive categories directly from the 'Edit Category' view, and archived categories are displayed collapsed at the bottom of the Categories tab
  • ⭐️ 'This budgeting period' is now available as a period picker option on the Home tab (πŸ”—)
  • πŸ”§ Fixed the bug where archived categories kept displaying in category pickers (πŸ”—)
  • πŸ”§ Fixed the bug where Est. Net Worth included balances from deleted accounts (πŸ”—)
  • πŸ”§ Fixed the bug where trailing spaces prevented category and tag search matches (πŸ”—)
  • πŸ”§ Fixed the bug where VES, XAG and XAU were missing from currency dropdowns (πŸ”—)
  • πŸ”§ Fixed the bug where the keypad blocked the Save button in the Budget view (iOS) (πŸ”—)
  • πŸ”§ Fixed the bug where widgets were invisible on Liquid Glass Home Screens (iOS) (πŸ”—)
  • πŸ”§ Fixed the bug where payee search failed with apostrophes (iOS) (πŸ”—)
  • πŸ”§ Removed the unused Live Activities permission (iOS)

new

Categories, Tags

#279

🎁 New features
  • Category Template Library
    : Looking for a starting point for your categories, or ideas for refining your current setup? Our new Category Template Library brings together Lunch Money’s starter sets and setups shared by the community. Browse simple everyday categories or more detailed systems, copy a complete setup or borrow the categories that work for you, and import them into your Lunch Money account.
Have a setup worth sharing?
You can contribute your full list or a useful category group through GitHub or email. Learn more.
category-templates

new

improved

fixed

Transactions

Categories, Tags

CSV Importing

Developer API

Getting Started

#278

🎁 New features
⭐️ Improvements
  • Downloaded transaction attachments now retain their filename (πŸ”—)
  • CSV import has improved handling of formatted negative amounts, including values with en- or em-dashes or a minus sign placed after a currency symbol (πŸ”—)
  • Tidied up the Bulk-Edit panel on the Transactions page for a more intuitive experience (πŸ”—)
  • Updated the budget account reset and deletion flows on the Settings page for added clarity (πŸ”—)
πŸ”§ Bug Fixes
  • The one where newly split transactions disappeared from the Transactions table when working in a filtered view (πŸ”—)
  • The one where new categories created during the Bulk-Edit flow did not get applied to transactions (πŸ”—)
  • The one where the green 'reviewed' icon became unresponsive in the Transactions table when auto-review triggered after a category update (πŸ”—)
  • The one where categories added via the 'Custom (Advanced)' option did not maintain the same order in which they were entered (πŸ”—)
  • The one where CSV upload failed if the date in the first column used
    DD.MM.YYYY
    format (πŸ”—)
  • The one where the 'Set your preferences' step during the 'Start Fresh' setup flow wasn't optimized for dark mode (πŸ”—)
  • The one where access token labels on the Developers page weren't optimized for dark mode (πŸ”—)

new

improved

fixed

Transactions

Overview

CSV Importing

#277

🎁 New features
  • New transactions added inline in the Transactions table now default to the currency of the selected account (πŸ”—)
  • You can now use the Advanced Filter to filter by currency on the Transactions page, making it easier to find and review transactions across multiple currencies (πŸ”—)changelog-277-new
⭐️ Improvements
  • CSV/PDF imports where transaction dates only include month and day now default to the current year instead of 2001 (πŸ”—)
πŸ”§ Bug Fixes
  • The one where the projected-spending segment remained visible for subcategories in the Spending Breakdown when both "Show category groups" and "Hide projected spending and earnings" were enabled (πŸ”—)
  • The one where currency changes weren't recorded in the Transaction Change History log if the amount remained unchanged (πŸ”—)

improved

fixed

Query Tool

Accounts, Assets

#276

⭐️ Improvements
  • Categories in the Query Tool's bar graph, line chart, and stacked bar visualizations now display in user-defined category order (πŸ”—)
πŸ”§ Bug Fixes
  • The one where "Stop syncing and keep data" failed to create new manual accounts if manual accounts with the same display name already existed (πŸ”—)
  • The one where bank syncing support tickets couldn't be submitted for inactive accounts (πŸ”—)
  • The one where the Deduplication popup didn't have an explicit 'cancel' button (πŸ”—)

new

improved

fixed

Mobile App

#275

πŸ“± Updates to the Mobile App
Released as iOS v2.6.0 and Android v2.6.0:
  • 🎁 Mobile widgets are now available for at-a-glance access to Net Worth, Period Summary, and Recent Transactions (πŸ”—)(πŸ”—)(πŸ”—)
  • 🎁 Your three most recently used categories now appear at the top of the category picker for faster categorization (πŸ”—) mobile-2
  • ⭐️ Increased the height of the transaction notes field for easier viewing and editing (πŸ”—)
  • πŸ”§ Fixed the bug where accounts with 'Do not track transactions' enabled appeared as "Cash transaction" in the "Paid from" field (πŸ”—)
  • πŸ”§ Fixed the bug where credit transactions didn't appear in green when assigned to non-income categories (πŸ”—)
  • πŸ”§ Fixed the bug where 'Amount left to split' displayed a dash when a split's amount field was empty (πŸ”—)
  • πŸ”§ Fixed the bug where crypto accounts were missing from Accounts Overview and the net worth calculation (πŸ”—)
  • πŸ”§ Fixed the bug where transactions couldn't be updated if payee name exceeded 140 characters (πŸ”—)

fixed

Budget

Recurring Items

Net Worth, Stats, Trends

Accounts, Assets

Developer API

#274

πŸ”§ Bug Fixes
  • The one where synced cash-type accounts were unclickable in the Accounts Overview (πŸ”—)
  • The one where accounts with no display name appeared as "null" in the "Add to account" dropdown on the Transactions page (πŸ”—)
  • The one where the Trends page redirected to Stats page after updating the date range (πŸ”—)
  • The one where merging recurring item suggestions resulted in recurring rules without an amount comparator (πŸ”—)
  • The one where end-of-month transactions were excluded from Spending Breakdown calculations for users with a "Last day of month" custom budget period (πŸ”—)
  • The one where individual category rollovers to the general pool started one period earlier when the global rollover setting was disabled
πŸ€– Updates to the Developer API
  • The new
    /balance_history
    endpoint gives developers API access to view and update historical Net Worth data, including monthly account balances (πŸ”—)

new

fixed

Transactions

Overview

Accounts, Assets

Rules

#273

🎁 New features
  • You can now sort and change the grouping of accounts in the Accounts Overview on the Overview page. Sort by amount or display name in ascending or descending order, and group by type, subtype, or by assets & liabilities (πŸ”—)(πŸ”—) Accounts Overview - Sort and Group (all)
πŸ”§ Bug Fixes
  • The one where debits and credits displayed with the same sign in the Transactions table (πŸ”—)
  • The one where rules set to run on transaction updates didn't trigger after splitting transactions
  • The one where historical BTC balances displayed rounded down to two decimal points
  • The one where filtering by account type on the Accounts page wasn't possible when all accounts had the same status and/or management type

improved

fixed

Mobile App

#272

πŸ“± Updates to the Mobile App
Released as iOS v2.5.2 and Android v2.5.2:
  • 🎁 Added 'Projected Net Income' to the Period Summary on the Home tab (πŸ”—)
  • πŸ”§ Fixed the bug where clicking on 'Show Pending Transactions' didn't automatically expand pending transactions into view (πŸ”—)
  • πŸ”§ Fixed the bug where splitting transactions failed to save when entering split amounts with a comma as the decimal separator (πŸ”—)
  • πŸ”§ Fixed the bug where valid transaction amounts using certain regional formats (e.g. space-separated numbers, decimal commas, etc.) failed to save or saved incorrectly (πŸ”—)
  • πŸ”§ Fixed the bug where Budget tab totals displayed the app's default currency symbol instead of the account's primary currency symbol (πŸ”—)
  • πŸ”§ Fixed the bug where the currency symbol for Home tab totals didn't automatically update after changing the Primary Currency (πŸ”—)
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