Changelog

🎁 New Features

• Dark mode is finally here!
• We've also released a few design refreshes including widening the tables to make better use of larger screens and improving scrolling experience on smaller screens
• Assign a display name for your assets and accounts to be used throughout Lunch Money

⭐ Improvements

• Wider hit areas for key actions in the Transactions table such as opening the details pane and reviewing transaction
• For bank syncing, we are now returning a more user-friendly merchant name
• Set a priority level for your bug/feedback submissions

⚡ Loads more minor improvements and bug fixes with this release! Join the Lunch Money Slack to view complete release notes.

🎁 New Features

• The brand new Net Worth Tracker is live!
• Need a fresh start? We now have a one-click solution to purge your account's data so you can start over. You also have the option of keeping your categories, tags and accounts.

🧪 Beta Release

We've been super hard at work on the latest and greatest new feature– net worth tracking! It has been released today for preliminary beta testing.

🎁 New Features

• You can now split a transaction into equal payments over a time period!
• You can now select 'Year' as a time granularity in the Query Tool

⭐ Improvements

• We've increased the limit on the size of CSV files you can import
• We've improved the way recurring expenses are detected, so you should get less false positives

🎁 New Features

• You can now one-click bulk-review transactions!

⭐ Improvements

• Contrast on text for pending transactions is improved.
• Reverse sort is now supported in Query Tool when you click on an already sorted column again
• List of recurring expenses when converting transaction is now sorted by payee name for easier searching

🔧 Bug Fixes

• Fixed a bug where sorting by average in the Query Tool wasn't working as expected

🎁 New Features

• Our referral program is now live! Read more about it here.
• You can now upload screenshots along with your feedback from the "Bugs & Feedback" button!

🎁 New Features

• We now support pending transactions!
• You can now link your crypto wallet for automatic balance syncing!
• When saving configurations in the Query Tool, you can now choose to save the dataset filters and individual chart settings

🔧 Bug Fixes

• Fixed a bug where the rule associated with a recurring item created from a transaction does not include payee name and originating account
• Fixed a bug where a deleted recurring expense would still show up in the list
• Fixed a bug where pending transactions would show up in the Query Tool results
• Fixed a UI bug where adding a new tag would make the others temporarily disappear
• Fixed a bug where group transaction category was not being pre-populated

🎁 New Features

• New Sync Balances button in the Accounts page
• Category groups in the Categories page are now collapsable
• Create a new rule based on a transaction from the Transactions detail popup

⭐ Improvements

• The filtering experience in the Accounts page has been improved– no more awkward jumping around!
• The horizontal bars in the Monthly Breakdown on the Overview page have been revamped to better reflect what's being shown underneath. Check the settings to customize this view to your liking!
• In the transactions page, the summary card's display options have moved up to the top right. There is now a setting to use a single color for the budget bars.
• In Transactions Filters, you can just set a time frame and hit "Apply" and we'll show all the transactions within that time period!

🔧 Bug Fixes

• Fixed a bug where it would take two taps to review a transaction on Mobile Safari
• Squashed various little bugs that like to hang out near the edge (cases)

🎁 New Features

• Grouped transaction has been revamped! You can now edit transactions within a group and more easily search for transactions to add.

⭐ Improvements

• Budgeted income now show up in green in the Compact view.
• Income graphs are reversed for budgeting income in the Expanded view.
• Monthly Budget Breakdown chart in the Overview now supports showing amount remaining in your budget by category. This is the new default setting.

🔧 Bug Fixes

• Fixed a bug where exact matches with an asterisk (*) were not matching.

🎁 New Features

• The Recurring Expenses feature is now renamed "Recurring Items" as we improve support for both recurring income and recurring expenses, as well as budgeted income and budgeted expenses.

⭐ Improvements

• Category budget progress bars in the Transactions page are now colored green, yellow or red depending on the status.

🔧 Bug Fixes

• Fixed a bug where some transactions were being double-counted
• Fixed a bug where the delete button for Rules was not working

🎁 New Features

• Recurring Expenses' detail modals have been revamped! Creating a new recurring expense will now ask if the recurring expense amount will fluctuate. Viewing a recurring expense's details will give you access to associated rules. Lastly, updating the category for a recurring expense will update the category for all associated transactions.

⭐ Improvements

• Setting a sub-category's budget will automatically set the parent category's budget if the sum of all sub-category's budget exceeds the parent category's original budget. (Previously, the operation would be rejected altogether.)
• Added more colors to the Query Tool charts
• In the CSV import tool, we'll skip you to the end if your uploaded file contains all duplicates.
• In the Query Tool, you can now set if you want the average calculation to be over all periods, or only time periods with transactions.
• In the Query Tool, saved configurations now save hidden datasets.
• In the Query Tool, you can now keep the "end date" blank on custom date ranges to indicate "today".

🔧 Bug Fixes

• Fixed the sorting feature in the Accounts page

🔧 Bug Fixes

• Fixed a visual bug in Safari where category group icon were shown on two lines

🎁 New Features

• The brand new Query Tool is officially out in production for all to use! Generate tabular reports, view your data using pie charts and stacked bar graphs, and more!
• We have launched a new "Help" button at the bottom right of every page. Clicking on this will reveal an optional video walkthrough of the page along with links to relevant articles in the knowledge base.

🔧 Bug Fixes

• Fixed a bug in CSV imports where detected recurring expenses did not show up as recurring after import
• Fixed a bug in system auto-categorization that should not cause as many uncategorized transactions after automatic bank imports

🧪 Beta Release

The brand new Query Tool is officially out in our beta release for testing!

⭐ Improvements

• A 'Delete' option is prevented if a rule is being edited and all its effects are disabled. This makes it easier to intuitively unsubscribe from email notifications.

🔧 Bug Fixes

• Fixed an issue where filtering by notes in a time period that was not "current month" returned all transactions
• Fixed a bug where recurring suggested expenses threw a "no recurring id" error
• Fixed a bug where sort within the recurring expenses page would sometimes get messed up

⭐ Improvements

• Added a year picker to Query Tool
• Empty payee is now allowed if notes are not empty in CSV imports

🔧 Bug Fixes

• Fixed a bug where asset types were missing from 'Add Account or Asset'
• Fixed recurring expense task card link target

⭐ Improvements

• Setting your own delimiter is now supported in the CSV import tool under "Advanced Settings"

🔧 Bug Fixes

• Fixed a bug where adding a manual transaction for the same month in a previous year defaults the datepicker to the current year
• Search bar in Transactions supports searching for unformatted amounts

🎁 New Features

• Advanced Transaction Filters
• "Every two weeks" cadence supported for recurring expenses

⭐ Improvements

• Added ability to update the "paid from" account from the recurring expense details modal
• Added ability to update the recurring expense category from the main view
• Added a shortcut to view all past transactions for a particular recurring expense from the details modal
• Suggested recurring expenses are moved to its own filtered view
• 'Add new category' option moved to the bottom of the dropdown list
• Category dropdown auto-opens on focus (i.e. when you tab into it)
• Added a shortcut to view all transactions for a particular account from the details modal
• Added a shortcut to filtered transactions view from Expanded budget transactions list

🔧 Bug Fixes

• Fixed a bug where rules were sometimes not applying automatically to transactions
• Fixed a bug where you get sent back to the first page after editing a transaction

🎁 New Features

• We now support backup codes for 2-factor authentication!
• You can now filter by account in Query Tool
• Use our bulk-editing feature to bulk-remove tags

⭐ Improvements

• Improved experience with previously obstructive tooltips in Query Tool
• Larger maximum width on category dropdowns
• "Add to Cash" menu no longer flows off-screen
• Rules page is now paginated

🔧 Bug Fixes

• Fixed issues with budget rounding and difference calculations
• Removed pesky walkthroughs

Hello! We've been hard at work with lots of under-the-hood improvements that will improve performance and pave the way for more exciting new features.

We are also launching a beta testing program to help test this new release before it goes out to the general public. If you'd like to be part of this group of beta testers, please reach out at [email protected].

⭐ Improvements

• Filted total & averages now show up for any filters in the Transactions page (not just search!)
• Institution name for accounts and assets now show up more in the Transactions page
• Added amount remaining to pay for recurring expenses in Overview card

🎁 New Features

• Rules now supports splitting! Use a rule to automatically split transactions by amount or percentage.

🎁 New Features

• Create a transfer based on an existing transaction. This will create a transaction for a specified account which cancels out the amount on the original transaction, denoting a transfer.

⭐ Improvements

• A confirmation dialog will pop up now if you create a new category via the dropdown
• You can now sort transactions by category in the Expanded budget
• You can now set the date for a transfer (from Create Transfer in transactions)
• Splitting transactions now uses absolute values and will not differentiate between splitting credits or debits
• Choose which manually-managed asset to move your transactions to when removing a synced account

🎁 New Features

• We now support global search in Transactions! Search for a term within the month, year, or all-time.
• We now support setting a currency locale to customize how your transaction amounts show up. For example, CA$10.00 will show up as $10.00 if you set your locale to "English (Canada)".

⭐ Improvements

• You can now apply view filters for the Accounts page
• Improved our empty state screens for a better onboarding experience
• Augmented our synced account help flows to immediately help troubleshoot common issues

⭐ Improvements

• Transactions will auto-refresh after fetching new transactions!
• Restriction of 2+ categories per category group is removed.
• Negative % for budgets show up as 0% instead.

⭐ Improvements

• We revamped our authentication flow! You can now log in on multiple devices and, if you have 2FA enabled, choose to not be prompted for a code for 30 days.

🎁 New Features

• The Rules page now supports displaying and sorting by last updated timestamp.

🔧 Bug Fixes

• Fixed a bug where you couldn't re-split an already split transaction.
• Fixed a bug where you couldn't update the date of an imported transaction linked to a recurring expense.
• Fixed a bug where the links to Transactions were incorrect when using the Query Tool at a day or week granularity.

🎁 New Features

• Email notifications are now supported as part of Rules! Choose exactly what transactions will trigger an email notification.

🎁 New Features

• When splitting transactions, you can now specify payee name, date and tags, and split amounts using percentages.

⭐ Improvements

• Clicking outside of the tags box will automatically save tags from a Transaction row.

🎁 New Features

• We now support daily and weekly granularities in the Query Tool!

🎁 New Features

• Our developer API is officially in open beta. Check out the docs here!

⭐ Improvements

• We've revamped our navigation a little and added a new section which includes Settings, Billing, and Developers!

🎁 New Features

• You can now merge & delete categories!

⭐ Improvements

• You can now sort the Compact budget table by each column.

🔧 Bug Fixes

• Fixed a bug where the asset balance was not updating when a transaction amount is updated

⭐ Improvements

• Updating the "earliest import date" for a linked account will automatically fetch those transactions as well
• Create a new category while creating or editing a category group
• Contrast improved for selection components
• Remove the auto-categorization feature for any smart category

🔧 Bug Fixes

• Fixed a bug where multiple rule creation notifications would sometimes spin endlessly with an error.

🎁 New Features

Lightning fast budget! In one click, you can now:

• copy last month's budget,
• set a category's budget to persist for the next 6 months,
• unset an entire month's budget, and
• set a parent category's budget to the sum of its subcategories' budgets

🎁 New Features

• You can now see your Net Income from the Overview page or Budget Summary by category on the Transactions page.

⭐ Improvements

• CSV files now export without the byte-order mark.

🔧 Bug Fixes

• Fixed a bug where a budget of $0 is interpreted as no budget set in the Spending Breakdown.
• Fixed a bug where recurring transactions erroneously show up when filtering for categories and recurring categories are disabled.

⭐ Improvements

• For really low percentage categories under the Spending Breakdown, <1% is shown instead of 0%.

🔧 Bug Fixes

• Fixed a bug where the Back button was not working.

⭐ Improvements

• The billing modal has been updated to properly reflect plan prices, discounts, and upcoming invoice amounts! Also, receipts are now automatically issued via email upon successful payment.

🎁 New Features

• Control your email notification settings from the Settings page!

🎁 New Features

• You can now filter by Untagged transactions in the Query Tool and Transactions page!

🔧 Bug Fixes

• Fixed a bug where the link to Uncategorized transactions from Query Tool was broken - Thanks Kwan!
• Fixed a bug where long currency + amount strings were cutting off in the Spending Breakdown - Thanks Jørgen and Alexander!
• Fixed a bug where account summary totals were sometimes off on first login. - Thanks Natanael!

🎁 New Features

• We've just released the next iteration of our CSV importing tool! With an improved interface, you can now save configurations and see exactly what transactions will be imported after duplicates are removed and rules are applied. Default settings, better control and higher visibility will make CSV importing a breeze!

⭐ Improvements

• You can now filter by Uncategorized in the Query Tool - Thanks Phil!

🔧 Bug Fixes

• Fixed a bug CSV import doesn't recognize spaces in amounts. - Thanks Emmanuel!
• Fixed a bug where newly created categories appear twice in the dropdown. - Thanks Brad!
• Fixed a bug where unsetting a Custom budget, or setting budget to $0, is wonky. - Thanks Jared!
• Fixed a bug that was creating duplicate budgets, causing the total to be incorrect. - Thanks Joe and Justin!
• Fixed a bug that was causing recurring expenses to be included in the budgeted spend chart in Trends when you have recurring expense categories turned off. - Thanks Clemens!
• Fixed a bug that was causing recurring expenses to not appear in Expanded budget's transaction list. - Thanks Johnny!

⭐ Improvements

• Asset balances will automatically update on update, delete, bulk update, and bulk delete. - Thanks Aaron!

🔧 Bug Fixes

• Fixed a bug where display settings on Spending Breakdown in Overview do not save unless you refresh the page. - Thanks David!
• Fixed a bug causing certain CSV imports to fail. - Thanks Virginia, George and Rasul!
• Fixed a bug preventing flipping sign when showing totals in Query Tool. - Thanks Brandon!
• Fixed a bug causing categorized yearly recurring expenses to show up in every month's budget guidance. - Thanks Aaron!

⭐ Improvements

• The suggested recurring expense popup no longer covers the ability to open the transaction details pane.

🔧 Bug Fixes

• Fixed a bug where commas in a number breaks (i.e. typing an asset's balance using a comma)

📌 Other Changes

• We will now start purging accounts with no billing information 5 days after their trial ends.

🎁 New Features

• You can now create rules based on notes!

⭐ Improvements

• Adding a transaction to an asset will now show you the updated asset balance.
• Long category and account names are now truncated.
• You can now choose to "Create & Apply" or "Save & Apply" a rule.

🎁 New Features

• Lunch Money now supports category groups (aka nested categories, aka subcategories)! You can have a top-level category represent a group of categories and you can set a budget for that category and use the Query Tool to quickly analyze your spending. You won't be able to add any transactions directly to the category group.

⭐ Improvements

• Updated the look of the custom Button Card in Expanded budget view
• Warning icon changed to a more friendly unfilled circle in Expanded budget view

🔧 Bug Fixes

• Fixed a bug where some charts in the Budget view were not displaying the spending line. - Thanks Avery!
• Fixed a bug where some accounts were showing their available balance instead of the current balance. - Thanks Yohann!

⭐ Improvements

• We've finally improved the experience around that annoying "Re-apply filter to transactions" bar which pushes all your transactions down!
• We've moved the heavy-lifting of deleting assets to a background job to improve performance.

🔧 Bug Fixes

• Fixed a bug in which some splitting certain transactions was not working.

• Fixed a bug where inactive accounts were being counted in your account overview.

🎁New Features

• You can now set a recurring expense's category from the Recurring Expense page!

• Setting your budget for the month? We now show you how much you'll want to pad your budget by based on recurring expenses in the same category.

⭐ Improvements

• We've improved the Accounts Overview on the main page and also fixed some bugs with our net worth calculation!

🎁New Features

• You can now quickly create a transfer between two manually-managed accounts which will create two transactions and automatically group them together. Your balance will also automatically update.

⭐ Improvements

• We improved communication around adding linked bank accounts and manually-managed accounts.

🎁New Features

• We took our latest Rules update a step further and incorporated it into the Transactions view.

  When you update a transactions, we now ask if you want to apply the same change to similar transactions. This should help first-timers organize their transactions much easier and give higher visiblity into the Rules feature!

⭐ Improvements

• Our Toast notification system got a facelift!
• You can now delete all suggested rules in one click.

🎁New Features

• We've updated our Rules feature to now show you exactly what transactions will be affected from applying a rule. From there, you can choose to exclude specific transactions from being updated.

⭐ Improvements

• We made setting your budget 10x snappier!
• Set our beloved coin to be the Apple touch icon for those of you adding Lunch Money to your device home screens! - Thanks Edward and Thomas!
• We updated our Privacy Policy!

🎁 New Features

• You can now manually trigger a refresh for a particular linked account from the Accounts detail panel!

⭐ Improvements

• There is now higher visibility into your linked account details, such as the date of the last transaction that we imported and the date and time we last attempted to fetch transactions.
• Experiencing issues with your linked bank accounts? We now have a flow to automatically send in a support ticket without needing to email us. Access it by opening the Details modal of any linked account.
• The sticky banner alerting you that your trial is ending soon will only show within 3 days of trial ending instead of 7 days.

🔧 Bug Fixes

• Fixed a bug where clicking on a category from a previous month's overview spending breakdown takes you to the current month's transactions. - Thanks Roosh!
• Fixed a bug where sometimes accounts are stuck in the 'deleting' state. - Thanks Joe!

🎁 New Features

• We've launched our developer API in closed beta to current subscribers who registered their interest! If you'd like to participate, please let us know here.

⭐ Improvements

• Disabled spellcheck for category dropdown. - Thanks Chris!

🔧 Bug Fixes

• Fixed an issue in the Query Tool where tooltip on bar graphs covered the data. - Thanks Spencer!
• Fixed sorting issue with amount column in Query Tool and Expanded Budget transactions list. - Thanks David!

🔧 Bug Fixes

• Fixed some issues re-applying and clearing filters with unreviewed transactions. - Thanks Brett!
• Fixed a bug where rules matching on payee names with apostrophes were not working.

⭐ Improvements

• Changed the rules interface to explicitly state matching expenses or credits. This also fixes a bug where sometimes matching amounts intended for credits will update expenses. - Thanks Blake!

⭐ Improvements

• You can now create a recurring expense of any cadence from a transaction.

🔧 Bug Fixes

• Fixed a bug where manually-managed assets were failing on deletion

🔧 Bug Fixes

• Fixed a bug where you had to enter a decimal twice before it showed up for account balance updates. - Thanks Alex!
• Fixed an issue where rules (and query tool lookups) were not working for queries involving an apostrophe - Thanks Yu-Hsin!

🔧 Bug Fixes

• Fixed a bug where the buttons in Query Tool on Safari were stretched out. - Thanks Virginia!
• Fixed an issue where referral links required an unnecessary redirect. - Thanks Virginia!

🎁 New Features

• You can now specify the earliest date you'd like us to import transactions from your bank accounts!

🔧 Bug Fixes

• Fixed an issue where sometimes the transactions don't reload after deleting a transaction

🎁 New Features

• Love the new spending breakdown on the homepage? You can now toggle and view past month's data! - Thanks Akshaya and Roosh!
• When applying a search filter in the Transactions view, we now display the transaction total.

⭐ Improvements

• When adding manual transactions, we now default to the last used currency rather than your primary currency. - Thanks Owen and Justin!

🎁 New Features

• We revamped the amount/currency input box to improve the experience when dealing with negative/positive notations!

🎁 New Features

• We've launched our new homepage! Also, your logged-in Lunch Money experience can now be found at my.lunchmoney.app (please update any bookmarks!)

🎁 New Features

• You can now export transactions to CSV from the Query Tool and the Transactions view! - Thank you to many of you who have taken the time to request this feature!

🔧 Bug Fixes

• Fixed a bug in the Query Tool where the tooltip doesn't always show up right away
• Fixed a bug where the current line for the budget progress bar was not showing up
• Fixed a bug where totals between Trends and Query Tool were not matching up - Thanks Tiffany!
• Fixed a bug where suggested categories could not be added - Thanks Sophie!

🎁 New Features

• You can now filter/search transactions from the Transactions page! The search will match on category name, payee, amount, currency, notes, and tag names. - Thank you to many of you who have taken the time to request this feature!

🔧 Bug Fixes

• Fixed a bug in the Query Tool the date labels were all showing 2020! - Thanks Dan!

🔧 Bug Fixes

• Fixed a bug in the Query Tool where the Run Analysis button doesn't show up when you update the date range. - Thanks Thomas and Richard!
• Fixed a bug in the Query Tool where selecting the same month for the date range doesn't show you transactions for that entire month. - Thanks Richard!

🎁 New Features

• In the Query Tool, you can now save queries for quick access!

⭐ Improvements

• Multi-selecting transactions has a UI refresh! There is now a persistent action bar so you don't have to scroll all the way back up after you've selected your transactions.

🔧 Bug Fixes

• Fixed issues with deleting linked accounts. Hopefully no more accounts will get stuck in the 'deleting' state for more than a few minutes!

🎁 New Features

• It's been a busy week but we've finally launched the new Main page! A lot of you have been asking for a better way to see your financial overview for the current month. Now the main page displays a bar graph to visualize your expenses against your income. This is also customizable to show against total spend or total budgeted.

  The original graphs that were on the Main page are now moved to the new Trends page.

⭐ Improvements

• Importing transactions via CSV now supports detecting amounts in parenthesis as negative. - Thanks Erik!

🔧 Bug Fixes

• Fixed weirdness when sorting transactions table by columns.

🎁 New Features

• You can now quick add a new category from any category dropdown! Hip hip hooray! Thank you to the many of you who have requested for this feature since the beginning.

⭐ Improvements

• You can now sort the Transactions table by category.
• If a field is truncated because it's too long, you can now see the full name if you hover over the field. This works with payee names, categories, notes, etc. - Thanks Giovanni and Deep!

🔧 Bug Fixes

• Fixed a weirdness with wrong number ordering when displaying "between" criteria for rules. - Thanks Matthew!

🎁 New Features

• You can now access a transaction's modal to split, convert to recurring expense, group or delete a transaction from the Expanded budget view.

⭐ Improvements

• When adding a new transaction, you can hit 'Enter' on the amount field and it will create the transaction. - Thanks Ivar!

🎁 New Features

• We now support more cadences for recurring expenses! You can now track recurring expenses occuring once a week, twice a month, every 2 months, every 3 months, every 4 months and twice a year! Thank you to the many of you who have requested this since the very beginning.

🎁 New Features

• You can now set a preference to auto-populate the amount for a new transaction with a negative sign. This might be useful if you input a lot of transactions and want to save a keystroke. - Thanks Ian!

⭐ Improvements

• You can now edit the amount of a manually-created recurring transaction without unlinking it first. - Thanks Alex!

🔧 Bug Fixes

• Bulk-deleting was causing some issues and erroneously showing success when the action failed. These issues should be fixed now.
• Fixed a bug where the page was refreshing after adding a tag - Thanks Matthew!

⭐ Improvements

• You can now edit transaction details from the Query Tool!

⭐ Improvements

• Categories have been revamped to allow you more granular control on how they are handled throughout Lunch Money. Set a category to be treated as income, excluded from budget, or excluded from spending total calculations. - Thank you to the number of you who wrote in to express your feedback about this!

🎁 New Features

• You can now add notes to recurring expenses. - Thanks Naseem!

⭐ Improvements

• The entire "Submit a bug or feedback" button is now clickable, not just the text. - Thanks Justin!
• You can now create an uncategorized transaction. - Thanks Luna!

🔧 Bug Fixes

• Fixed missing checkmark issue when multi-selecting a transaction that is part of a group. - Thanks Justin!
• Fixed a bug where amount was showing up twice for a transaction that is both split and linked to a recurring expense. - Thanks Justin!
• Fixed a bug where editing an amount field with a comma truncates everything after. - Thanks Alex!

⭐ Improvements

• Credits to an account, such as income and payments and refunds, will now show up as positive and in green. Debits, such as purchases, will show up as negative. If you'd like to go back to the old system, you can set your preferences in the Settings page. - Thank you to the number of you who wrote in to express your feedback about this!

🎁 New Features

• New Rules page
  We've been hard at work revamping rules on Lunch Money and we're proud to reveal the new Rules page today! You can create rules based on a number of criteria to help keep your transactions organized. Recurring expense detection and category rules have also migrated to this page.

🎁 New Features

• Setting categories for recurring transactions
  Yes, you read that right. You can now enable a setting that allows categories for recurring transactions. This will cause recurring transactions to appear as part of a budget and categorized spending.

🎁 New Features

• User Preferences
  Set your preferences for synchronizing months between views and within the Expanded budget page! Also, walkthrough view settings are now stored in the database so you won't be seeing those again if you've dismissed it once already!

⭐ Improvements

• The query tool now supports an additional option: exclude income. - Thanks Leonardo!

🔧 Bug Fixes

• Fixed a bug where the "Uncategorized" section of the expanded budget was showing all transactions - Thanks Leonardo!

Happy Halloween! 🎃

🎁 New Features

• Tags page
  Create, update or delete your tags from the new Tags page! We also support descriptions now for tags. (Next up: tag rules!)

🔧 Bug Fixes

• Fixed a bug where the wrong currency was displaying in the placeholder when splitting a transaction - Thanks Joe!
• Fixed a bug where recurring expenses were not sorting properly by amount - Thanks Josh!

🎁 New Features

• Referral Program
  Invite someone with your referral link and they'll get a free month of Lunch Money after their trial ends. If they subscribe afterwards, you get a credit towards a free month as well. To check your referrals, click on the paper airplane next to the profile icon in the Navigation.

🔧 Bug Fixes

• Fixed a bug where sorting doesn't work after applying filters - Thanks Joe!

🎁 New Features

• Our brand new Query Tool is live for you to play with! Run powerful analytics to get insights into your spending.

🔧 Bug Fixes

• Fixed a bug where category rules wasn't applying to uncategorized transactions - Thanks Owen!

⭐ Improvements

• We've improved the experience around editing transactions quickly on a filtered view. When you make changes now, the table of transactions will not reload unless you explicitly choose to re-apply the filter. This should make quickly clicking through and editing transactions much more seamless. - Thanks Joe and Terence!

🎁 New Features

• Are you managing your transactions manually? There is now a shortcut to create a transaction from a recurring expense! Using the 'Add to Cash' dropdown from the Transactions page, you can choose "Create from recurring". There, a modal will open up with choices of recurring expenses that have not yet occurred for this month that you can use to create a linked transaction. - Thanks Abdul, Clemens and Deniz!

🔧 Bug Fixes

• Fixed a memory leak on the Expanded Budget page!

⭐ Improvements

• The Overview page's Monthly Spending card is now the Monthly Summary card and displays a bit more information than before on your status this month. - Thanks Murtaza!
• Access and refresh tokens for authentication now taking slightly longer to expire. Thanks everyone for your feedback; we will continue to improve the experience around authentication while ensuring your account stays secure!

🔧 Bug Fixes

• Fixed a bug where some users saw endless loading on the Transactions page. - Thanks Emily!

This week, I spent time on some behind-the-scenes improvements to automate some tasks that I've been doing manually. This should free up more time for me to continue working on features and user-facing improvements! Thank you everyone for your feedback and please keep them coming!

⭐ Improvements

• You can now remove your billing information. - Thanks Elias and Naseem!
• Categories, tags and account names are no longer auto-capitalized. - Thanks Leonardo!
• The modal for adding a new account no longer closes if you are making progress and click outside of the editing area. - Thanks Elias!
• When adding tags, the dropdown no longer covers the 'Done' button. - Thanks Leonardo!

🔧 Bug Fixes

• Fixed a bug where you can't delete a transaction you just added. - Thanks Elias!

🎁 New Features

• Transaction tags
  Introducing a new way of organizing your transactions (including recurring expenses)! A transaction can have 1 category but unlimited tags. Some ideas: tag transactions that are part of a trip, a home renovation project, date nights, etc. The possibilities are endless! How will you use tags?

🔧 Bug Fixes

• Fixed a bug where sort and filters were getting reset on transaction updates - Thanks Spencer!

🔧 Bug Fixes

• Fixed a bug where the GDPR banner flashes for our EU users - Thanks Ivar!

🔧 Bug Fixes

• Fixed a few more sorting bugs in the Transactions view - Thanks Leonardo!
• Fixed a UI issue where a long category name was overflowing in the Budgets view - Thanks Martjin!

🔧 Bug Fixes

• Fixed a few sorting bugs in the Transactions view - Thanks Leonardo and Martjin!
• Fixed a UI issue where $0 difference shows up in different colours - Thanks Leonardo!

🎁 New Features

• To prepare for our official EU launch, users in the EU will now see a cookie consent banner. Other users can access this via the footer
• Let's not be strangers anymore. We have an About page now!

🔧 Bug Fixes

• After closing the transactions detail modal, sort order is preserved - Thanks Leonardo!
• Fixed a bug where loans were added to net worth when they should be subtracted - Thanks Spencer!
• Fixed a bug where sometimes the page stops scrolling after opening the "Add Account or Asset" modal

🔧 Bug Fixes

• The category rules modal no longer closes every time you apply a rule to transactions. - Thanks David and Leonardo!
• You can now set the initial balance of an account to zero (0). - Thanks David!
• Fixed a bug where a newly created transaction would not show up when its category filter is applied - Thanks Connor!
• The 'Update' icon will no longer show up if you don't have linked accounts - Thanks Leonardo!
• The expanded budget walkthrough will not start (and therefore will not get stuck) unless you have categories set up - Thanks Leonardo!
• A bug where setting the date of a new tranaction after setting category glitches and refreshes the page is now fixed - Thanks Ivar!
• When applying category rules, it will now tell you the number of transactions that will actually update, not the count of all transactions that match the rule - Thanks Simon!

🎁 New Features

• Two-factor authentication
  Give your account an extra boost of security by enabling two-factor authentication! We support both authenticator apps and text message (for US/Canada only). We also got rid of persistent sessions, so you'll need to log in more frequently now. It's all in the name of safety!
• We have a new snazzy new home: lunchmoney.app
  You might notice that we have a new domain! We're very excited about this move. Support emails should now all go to [email protected], although requests to the old email (lunchmoney.cc) will still go through.

⭐ Improvements

• We spent some time optimizing speed and performance on Lunch Money! Pages should load faster now.

🎁 New Features

• Transaction importing via CSV
  It's finally here! We have (quietly) launched transaction importing via CSV. You can access it here or via the Add Transaction dropdown on the Transactions page.

🔧 Bug Fixes

• Our Redis queues went a little haywire today, so you might have seen some endless refreshing around 4PM EST. That's all fixed now.

We are back to our regularly-scheduled programming! Expect lots of goodies this week!

🎁 New Features

• Automatic updates to manually-managed account balances
  Reconcile your account balances periodically to ensure your account balance is up-to-date. From that, we can calculate based on your transactions what your account balance is! - Thanks Alexander, Avery, and Joe!
• Unreview transactions
  Click the green checkmark to unreview any transaction! - Thanks Alexander and Blake!

⭐ Improvements

• Improved Custom budget card experience
  You can now intuitively click on the card or hit enter to make changes. Endless spinner bug is also fixed! - Thanks Abdul, Adam, Arianit, Ben and Justin!
• Resend invitation to collaborate email
  You now have the option to resend the invitation email to an invited collaborator from the Settings page - Thanks Owen!

🔧 Bug Fixes

• Multi-currency transactions are sorting by their normalized amounts again - Thanks Joe!
• Not having an institution name set will no longer display 'null' - Thanks Alexander, Joe and Martynas!

🔧 Bug Fixes

• Fixed a bug that was burying the categorization autocomplete feature - Thanks Jordan and Martynas!

🔧 Bug Fixes

• Account Summary on the Main page no longer shows duplicate 'Cash' headers for some users - Thanks Joe!

🔧 Bug Fixes

• Charts in the budget page are working again in Firefox - Thanks Alvin and Ben!

Aloha! We are in Hawaii this week for a friend's wedding. Apologies for the slower progress this week!

⭐ Improvements

• "Select All" is now an option during bulk-select in the Transactions page - Thanks Rushil!
• Row denoting "Your income this month" added to the Budget's spending overview card for greater context - Thanks Deniz and Lunani!

🔧 Bug Fixes

• You are now able to re-activate your inactive manually-managed accounts
• You are now able to filter by categories containing special characters (eg. an ampersand) - Thanks Maxwell!

🎁 New Features

• Bulk-editing transactions
  You can now select multiple transactions and edit the date, name, category, and/or notes. Depending on the types of transactions you selected, you can also move these to a manually-managed account, mark as reviewed, group, or delete transactions. Any limitations are listed so you'll know exactly why you aren't able to perform a certain action in bulk!

🔧 Bug Fixes

• Splitting a transaction that is linked to a manually-managed account no longer resets those children transactions to cash.

🎁 New Features

• Assign a transaction to a non-linked bank account
  Laying the ground work for supporting CSV imports, Lunch Money now supports assigning transactions to a manually managed account. You can either assign an existing transaction to a bank account via the Details modal or add a series of new transactions to a particular bank account.
  Note 1: Bulk editing is coming next so you'll be able to easily and quickly assign past transactions to an account.
  Note 2: Balance update is not currently supported. Please continue to manually update your balance.
• View spending summary by account
  The Transactions view's Budget Summary has been augmented to support both viewing spending by category and spending by account.
• Filter transactions by account
  You can now apply a filter to view transactions for a particular account.

⭐ Improvements

• Manually fetching transactions from the Transactions page is now moved to a worker queue. Overall, this is a performance improvement, but we don't have webhooks/polling set up yet so you'll have to manually refresh the page to see the updated transactions.

🎁 New Features

• Delete accounts and assets
  You are now able to delete linked bank accounts and manually added assets. When removing a linked bank account, you'll be presented with options on whether you'd like to keep or remove imported transactions and recurring expenses.

⭐ Improvements

• Override imported details about your bank account such as type and subtype
• Add an institution name to your manually added assets

🔧 Bug Fixes

• Fixed the broken link issue within the chart tooltips on the Home Overview page

⭐ Improvements

• Imported transactions with a payment processor name (i.e. Square, Paypal, Google Wallet) will have that extra detail appended to the payee name.
• Links to our Privacy Policy, this changelog, and our email address now appears in the footer of every page for easy access.

🔧 Bug Fixes

• Users who have no categories set up no longer experience the "endless refreshing" issue.

🎁 New Features

• This changelog!
  Hurrah! We are excited about launching this public changelog. If you have any feedback, feel free to reach out to us via email.

🔧 Bug Fixes

• Expanded budget view no longer fails & refreshes continuously for some users

🎁 New Features

• Autocomplete & search category list
  Quickly select the category using your keyboard when creating a new transaction or updating the category of a transaction

⭐ Improvements

• Transactions list no longer refreshes in Unreviewed view
  If you make any change to an unreviewed transaction, it will automatically mark it as reviewed. This is by design in order to save users a click. However, if you are in the Unreviewed view of the Transactions table, this causes transactions to disappear before you're finished updating all the fields. We have made so that this will no longer happen in the Unreviewed view.
• Plaid connection errors are surfaced to the user
  We will now show you more specific error messages related to issues with fetching transactions from your bank.

🔧 Bug Fixes

• Transactions sort no longer gets reset on changes
• Dates no longer showing up as INVALID DATE in chart tooltips
• Mini transaction window in Budget page no longer stuck on the same month despite changing the budget month
• Updated the empty state copy in Linked Accounts pages to be more consistent with the rest of the UI