Hey everyone 👋

It has been a few weeks since my last update 😀

As Lunch Flow approaches 100 paying customers (unreal, I know 🎉 thank you all ❤️ Next stop: 1000!), I have been very focused on streamlining the user experience as well as exploring new features. Thank you to everyone who takes the time to share their feedback!

Here are a couple of highlights that I’m excited to share.

Email notifications on MX & Fincity connection issues

Open banking connections are not bulletproof, even more so when it comes to MX and Finicity, given the large number of banks they support and the lack of a standard for bank connections in the US and Canada. This, unfortunately, means that sometimes you need to reconnect your bank in order for the sync to continue.

Lunch Flow now has email notifications to keep you updated if there are any issues with your connection, and allows you to easily reconnect when needed!

Streamlined accounts view

Rather than a separate accounts page that lists all accounts together, accounts are now accessible right under their connection, where you can view their details and edit them without leaving the page 😀

And more …

• Ensure loan accounts have a negative credit balance when syncing to Lunch Money.

• Use the display name if the account name is not available in the Lunch Money account selection drop-down.

• Enable syncing balances only to Lunch Money (and skip transactions)

• Enable global coverage search on our coverage page (not just UK & EU)

Plus a ton of background improvements to my internal tooling and Lunch Flow’s infrastructure to enable me to offer you a better experience!

Top of mind

• Need to scale user acquisition to offset the open banking integration costs, any advice or recommendations are welcome 😀

• Enabling automatic categorisation and enrichment names cleanup

• Simplifying the UI further.

• Considering more provider integrations (SnapTrade for brokerage platforms and Finverse for Asia Pacific banks).

As always, if you have any feedback or questions, I’m only a message or a meeting link away 😀