Changelog

Below is an ordered list of changes that we have made to Lunch Money. Changes include but are not limited to: new features, feature improvements, bug fixes, other usability updates. Some changes may be omitted, such as changes that do not affect the user-facing experience.

The purpose of this changelog is to publicly document the updates we are continuously making to improve Lunch Money. We hope this is useful to our users to know that the product is being actively worked on.

✨ Have a feature request, a bug report, a suggestion or an interesting use case? We'd love to hear it! Let us know at [email protected]! ✨

🚧 Currently in Progress

These are the highest impact features that we are currently working on:

  1. Pie charts to show current month spending
  2. Unify transaction experience across Lunch Money so you can edit transactions the same way wherever you are
  3. Keyboard shortcuts
  4. A knowledge base!

Latest Published Changes

Sunday, November 17, 2019

⭐ 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!
Saturday, November 16, 2019

🎁 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!

πŸ”§ 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!
Friday, November 15, 2019

⭐ 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!
Tuesday, November 12, 2019

🎁 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.
Tuesday, November 5, 2019

🎁 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.
Friday, November 1, 2019

🎁 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!

πŸ”§ Bug Fixes

  • Fixed a bug where the "Uncategorized" section of the expanded budget was showing all transactions - Thanks Leonardo!
Thursday, October 31, 2019

Happy Halloween! πŸŽƒ

🎁 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!)

πŸ”§ 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!
Wednesday, October 30, 2019

🎁 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.

πŸ”§ Bug Fixes

  • Fixed a bug where sorting doesn't work after applying filters - Thanks Joe!
Saturday, October 26, 2019

🎁 New Features

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

πŸ”§ Bug Fixes

  • Fixed a bug where category rules wasn't applying to uncategorized transactions - Thanks Owen!
Monday, October 21, 2019

⭐ 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!
Sunday, October 20, 2019

🎁 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 occurredΒ for this month that you can use to create a linked transaction. - Thanks Abdul, Clemens and Deniz!

πŸ”§ Bug Fixes

  • Fixed a memory leak on the Expanded Budget page!
Saturday, October 19, 2019

⭐ 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!

πŸ”§ Bug Fixes

  • Fixed a bug where some users saw endless loading on the Transactions page. - Thanks Emily!
Thursday, October 17, 2019

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!

πŸ”§ Bug Fixes

  • Fixed a bug where you can't delete a transaction you just added. - Thanks Elias!
Monday, October 14, 2019

🎁 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?

πŸ”§ Bug Fixes

  • Fixed a bug where sort and filters were getting reset on transaction updates - Thanks Spencer!
Friday, October 11, 2019

πŸ”§ Bug Fixes

  • Fixed a bug where the GDPR banner flashes for our EU users - Thanks Ivar!
Thursday, October 10, 2019

πŸ”§ 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!
Wednesday, October 9, 2019

πŸ”§ 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!
Sunday, October 6, 2019

🎁 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!

πŸ”§ 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
Friday, October 4, 2019

πŸ”§ 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!
Tuesday, October 1, 2019

🎁 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.
Friday, September 28, 2019

⭐ Improvements

  • We spent some time optimizing speed and performance on Lunch Money! Pages should load faster now.
Thursday, September 26, 2019

🎁 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.

πŸ”§ 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.
Tuesday, September 24, 2019

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!

πŸ”§ 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!
Sunday, September 22, 2019

πŸ”§ Bug Fixes

  • Fixed a bug that was burying the categorization autocomplete feature - Thanks Jordan and Martynas!
Saturday, September 21, 2019

πŸ”§ Bug Fixes

  • Account Summary on the Main page no longer shows duplicate 'Cash' headers for some users - Thanks Joe!
Thursday, September 19, 2019

πŸ”§ Bug Fixes

  • Charts in the budget page are working again in Firefox - Thanks Alvin and Ben!
Monday, September 16, 2019

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!

πŸ”§ 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!
Wednesday, September 11, 2019

🎁 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!
Monday, September 9, 2019

πŸ”§ Bug Fixes

  • Splitting a transaction that is linked to a manually-managed account no longer resets those children transactions to cash.
Saturday, September 7, 2019

🎁 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.
Thursday, September 5, 2019

⭐ 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.
Wednesday, September 4, 2019

🎁 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

πŸ”§ Bug Fixes

  • Fixed the broken link issue within the chart tooltips on the Home Overview page
Tuesday, September 3, 2019

⭐ 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.

πŸ”§ Bug Fixes

  • Users who have no categories set up no longer experience the "endless refreshing" issue.
Monday, September 2, 2019

🎁 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.

πŸ”§ Bug Fixes

  • Expanded budget view no longer fails & refreshes continuously for some users
Sunday, September 1, 2019

🎁 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.

πŸ”§ 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

end of changelog.