Product Updates #59

Your reports, now on mobile

The Net Worth, Trends, and Stats tabs in the mobile app now match the web app, including reports like your most expensive purchases, new merchants, and totals by category (🔗). You can also archive categories and select "This budgeting period" on the Home tab (🔗).

A clearer Settings page

Preferences on the Settings page are now reorganized into three groups: settings that apply across all of your budget accounts, settings that apply only within a specific budget account, and settings that apply to all collaborators within a budget account. This makes it easier to understand what a change will do before you make it.

More investment metadata

Plaid’s metadata for investment transactions now includes matched security details, such as the ticker, name, CUSIP, ISIN, and type, making it easier to identify your holdings (🔗)

We made merch. Budget accordingly.

You've been asking where to get our merch, and we’re excited to announce that our Lunch Money merch store is now live!

The first collection includes tees, sticker sheets, a magnet, and the pen people keep telling us they love. Plus, there's free shipping on orders over $30.

If you’re sporting your gear out in the wild, send us a photo. We’d love to share it in a future issue!

Support your team's financial wellness 🤝

Financial stress shows up at work, even when nobody talks about it. With Lunch Money for Organizations, you can offer Lunch Money as a financial wellness benefit to employees or members through discounted bulk licenses starting at just $55/year.

By giving your team access to Lunch Money, you provide a simple, meaningful benefit that can help them feel more organized and confident about their finances — free of ads, upsells, and confusing financial jargon.