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 (🔗)

⭐️ 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.

🔧 Bug Fixes

The one where account status showed
active
despite requiring relinking due to Perpetual One-Time Password (POTP) (🔗)
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 (🔗)
The one where the email notification for imported transactions displayed "null" for accounts with an empty institution name field (🔗)

🤖 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