Hey 👋

Hope you’re all having a great weekend!

The last 2 weeks have been quite interesting!

• Spending more time with family in Egypt.

• Trying to scale my productivity systems to handle the increased growth of Lunch Flow, work and life commitments (Advice welcome!).

• My son now has 2 teeth which he loves applying to my fingers, expect less frequent updates if I’m unsuccessful in distracting him.

Lots of exciting updates to share 😄

SnapTrade - Global Brokerage Coverage 🏦

As I shared with you before, Lunch Flow’s mission is to make your financial data a lot more accessible, and that goes beyond bank coverage. To build on top of our recent investment data support, I’m excited to partner with the SnapTrade team to bring integrations with brokerages to Lunch Flow.

This is particularly exciting because even though we had a couple of brokerages supported through MX & Finicity already (like Fidelity and WealthSimple), SnapTrade integrates with global brokerages, such as:

• AJ Bell & Robinhood in the UK.

• Bux & Degiro in the EU.

• CommSec & Stake in Australia.

• Upstox & Zerodha in India.

• Global brokerages like Trading212, Coinbase and Binance.

and more, you can find their full coverage is here.

The integration is now in beta, and would love your feedback on it!

YNAB Integration 🌳

A couple of years ago, I was looking for alternatives to my home grown spreadsheet as things were getting out of hand 😅 I came across YNAB and found it to be an excellent opinionated budgeting app! Even though they didn’t have multi-currency support, which was a key requirement for me, I ended up reading their documentation cover to cover, and going through all their Youtube videos!

I’m excited to be able to bring support for YNAB to Lunch Flow! Which would augment YNAB’s native bank coverage with more regions, or offer better support for US institutions like Fidelity through MX and Finicity. Again, thank you to all the early testers of this integration!

More Account Settings ⚙️

Easily, the most exciting update of all three 😛

More to the ‘last mile’ problem with financial data, where the data you get from open banking providers needs some processing before it’s usable to you, you can now do more of that processing inside of Lunch Flow!

You now can:

• Customize the merchant & description fields for all providers (previously only available for GoCardless) (Feedback post)

  • including access to detailed transaction information from MX.

• Override currencies for balances and transactions (Feedback post).

• Reverse sign on transaction amounts (Feedback post).

If there’re any additional controls you need, let me know on the feedback board 😄

In addition to these updates, I made a few fixes and improvements:

• Show pending transactions in the UI

• Switch default Sure integration to the new integration built into Sure (Feedback post)

• Fixed broken redirect URL for Finverse.

Top of mind

Lunch Flow is growing steadily, which is very motivating, I’m thinking of how to ensure this growth is sustainable and repeatable, by:

1. Enhancing Support Systems: Given the fragile nature of integrations, support can take quite a toll, so always thinking about the best way to streamline that. Currently working on a couple of exciting updates that I hope to be able to share soon.

2. Expanding Lunch Flow’s coverage: Be it more sources or destinations, I’m always exploring more ways to make financial data accessible to more people. If you have any sources or destinations you’d love to see integration in Lunch Flow, let me know on the feedback board 😄

That will be all for this update. Thank you for reading this far!

And as always, if you have any additional feedback or questions, I’m only a message away 😄