Changelog

🎁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