December 6th, 2025
Improved Account UI, Pending Transactions API, and Investment data 🏦
Hey folks 👋
Hope you’re all enjoying the weekend! It’s been quite a busy 2 weeks since the last update, lots of exciting news to share 😄 Also, got a couple of places where I’d love your help and feedback to ship some of our requested features.
Quick Ad Break
On pricing, I have been thinking of offering 2 more annual plans:
A one connection plan (for £19.99 / €24.99 / $24.99)
An up to 20-connection plan for all US/Canada providers (MX & Finicity) for $60.
If you’re interested in either, hit reply and let me know 😄
Improved Account UI
I think open banking has a big ‘last mile’ problem, amongst many others, where even when things work, you still have a lot of data cleanup and preprocessing before the data is usable. One of my goals with Lunch Flow is to solve that, which is why we offered a lot of configurations in the UI (and in the background) to help you clean up the data.
With that said, I recognise that things were starting to look quite complex and hard to follow, and as I wanted to offer even more flexibility and configuration, it’d have amplified things further.
So now, we have a separate page for each account, and all the configurations are neatly tucked behind a configuration button, with each tab quite focused on a specific part of the configuration. Check out the mobile view as well!
Hope you like it :) And keep the feedback coming!
Kudos to my design mentor, Ahmed Hassan, for his help navigating this complexity 🙏 And a shout out to Mobbin 😄
Pending Transactions Sync is underway!
Our top-voted feature request! and the one I’m dreading the most 😅 But I can’t ignore the people’s wishes. I started by enabling this for the API, but I will start adding it to every destination.
If you have accounts where you’d like to test this, please reply to the email with which destinations and accounts you’d like to use, and I will share an update once it’s ready 😄
Holdings Data
Another requested feature! For investment accounts, in addition to showing transactions and balances, I’m working on surfacing holdings and securities through the API and syncing them to the supported destinations we have.
If this is something you’re interested in helping me test, please reply to this email with which investment accounts and destinations you’d like to sync 😄
In addition to those greater efforts, I landed a couple of improvements as well:
Added a ‘manual’ sync mode - useful if your institution doesn’t allow background sync, and you want to disable the email notifications.
Fixed Akahu & Finverse redirect errors.
Other notable updates:
The team at Sure has done great work integrating Lunch Flow’s API to offer a more embedded experience and remove the need for exposing your self-hosted instance to the internet. So highly recommend switching to that if you’re still using the old method.
Fidelity support has been removed from MX (which impacts SimpleFin and other apps using this integration), but it’s well supported through Finicity, which uses the official Akoya integration.
That’s it for this update! Enjoy your weekend 😄 and as always, keep the feedback coming!