Hey 👋

Hope you’re having a great week thus far!

For the last couple of updates, you may have noticed big features or new integrations being released, and the response has been incredible. More people are now able to use Lunch Flow, and growth has been ticking up nicely 📈

With that said, I wanted to ensure that the pace is sustainable and that new integrations don’t come at the cost of improving existing ones, so this update is (mostly) about the ‘little things’, all the small issues you may have seen over time, and annoyed you slightly, but maybe weren’t deal breakers.

I’m hoping that with this update, it also encourages you to keep sharing those small nuances, no matter how small, it’s the only way Lunch Flow can keep improving 😀

Also got an exciting announcement at the end for NZ folk! Stay tuned.

Improvements

Navigation & Layout

• Better Mobile Experience: Fixed the mobile sidebar not closing on navigation and improved scrolling on iOS devices

• Clickable Dashboard Stats: Dashboard statistics now provide visual feedback and are clickable for quick navigation

• Connection Upgrade Flow: Added "Upgrade" buttons next to connection counts on Dashboard and Connections page that take you directly to billing

Account Management

• Enhanced Account Details: Transaction tab now available on the account details page

• Account Name Editing: Improved visibility and placeholder text for account name editing

• Account Tab Labels: Updated labels to match API schema (Merchant and Description fields)

• Tab state persistence: Saved changes in Payee/Notes tabs now remain visible after switching tabs

• Use balance currency as account currency: This helps resolve issues around multi-currency accounts or inaccurate account details provided by the banks.

Lunch Money Integration

• Editable Account Configurations: You can now edit Lunch Money account destination settings after initial creation, including asset selection and sync settings. No more needing to reconnect just to change a configuration :)

• Enhanced Transaction Sync: I reworked the transaction sync to get around the previous 7-day lookback limit. Now, if you renew your connection after it expires, it’ll sync all missing transactions, even if the connection expired over a week ago! No more gaps in the sync.

• No more HTML escape characters: If your budget name has characters like ’ or &, they’ll now show up correctly in Lunch Flow as well 😀

• Improved API error handling: On the off chance that things go wrong in our integration with Lunch Money, you’ll now see clear error messages inside Lunch Flow describing the issue! (expired token, failure to get accounts from Lunch Money, etc.)

• Removed connection option: Removed Lunch Money as a connection option to avoid confusion. The original goal was to support Lunch Money as a source and be able to send the data to different destinations; however, it doesn’t seem like anyone needs that, so I will be sunsetting this :) Let me know if that’s not the case.

In addition to many more behind-the-scenes improvements, to enable future updates! Lots of exciting things are cooking up at the moment, specifically around more sources and destinations. If there are other data sources or apps you’d like to send your transactions to, feel free to hit reply and let me know 😀

New Zealand bank support 🇳🇿

I’m excited to share that we are partnering with Akahu, the leading open banking provider for New Zealand, to enable you to connect New Zealand banks to all your favorite tools! If you’d like to try this, feel free to reply with the institutions you’d like to connect, either by responding to this email or commenting on this feedback post. You can find a list of supported institutions here under the ‘Enduring Access’ section.

Thank you all once more for the feedback! and as always, if you have any feedback or questions, I’m only a message away 😀