Reintroducing the new and improved account settings page, where you can configure:

• Account name

• Payee and Notes (New templating engine!)

• Balance

Let’s explore the highlights!

Payee & Notes Templates v1 📚

Many users asked for more flexibility in configuring the payee and notes fields, and we’re happy to deliver!

This initial release enables easily expressing very complex configuration rules in an easily readable syntax (check out the examples), looking forward to what you do with this!

Balance Selection

GoCardless (our banking provider) returns multiple balances for each account, some examples are:

• Multiple held balances in different currencies for multi-currency accounts (like PayPal)

• Amount spent and Amount available to spend for credit cards.

Lunch Flow can’t always automatically determine which balance to use, so if you find you’re getting the incorrect balance, you can always configure which balance to use for syncing in the account configuration.

You can find more details about the balance sync in this help article.

And as always, keep the feedback coming 😀