improved
fixed
Transactions
Recurring Items
Categories, Tags
Accounts, Assets
#248
⭐️ Improvements
- Email notifications for digests now managed independently for each budget account
- User-defined account type and subtype now locked-in and prioritized over Plaid's
- Period header on Transactions, Recurring, and Calendar pages now reflect the user-defined date format preference (i.e. Jan 2025, January 2025, 2025/01, etc.)
- Added toggle to exclude the first header line of CSV files to prevent the '1 malformed line' error
🔧 Bug Fixes
- The one where clicking the "Clear" button didn't reset the Transactions list
- The one where the "Unlink all recurring" bulk-edit option didn't work
- The one where tags added while splitting or by a triggered rule didn't display until page refresh
- The one where the "select all" / "deselect all" checkbox applied to non-visible transactions
- The one where recurring income items displayed with the wrong notation
- The one where synced transaction metadata didn’t reflect updates from new webhooks
- The one where filtering by payee didn't return transactions linked to suggested recurring items
- The one where the 'Create Transfer' option in the 'Add transaction' drop-down was hidden behind the Quick Search on narrow screen widths