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