Lumy for YNAB

September 22, 2024

Frugal Months: Frugal Months got a bit of love with this update, check out the deets below: - When creating a Frugal Month, you now select the categories and accounts first. Then, when setting a target limit, the selected categories and accounts are used to suggest a limit that is 90% of average spending. - Now, when creating a Frugal Month for the *current* month, you will no longer be able to accidentally set a limit that is less than you've already spent for the month. - The projected spending shown on the Frugal Month chart is more granular; rather than an average daily spend being applied to all days in the month, each day has its _own_ average spending. This means that if you generally have a lot of spending on certain days, the projection should reflect that, rather than the line simply being linear. - Because of the above, the status shown for a Frugal Month is more accurate. The status now correctly utilizes the _expected_ spending (based on the projection) to determine whether you're on track or not. As always, please reach out in Discord, on Reddit, or via email if you see anything funky with these changes! General: - Fixes a few minor bugs you (probably) haven't noticed!

September 15, 2024

- Fixes a bug in the Targets Health Report that sometimes caused incorrect spent amounts to be shown, leading to incorrect analysis of a target's health. - Fixes overflow of long category names in transaction rows - Ensures users are logged out if they revoke their token from YNAB settings.

August 14, 2024

General - Revamps dialogs across the app to better fit the platform. Goals Beta - Adds ability to delete and rename goals (still only debt goals are supported). - Changes the behavior for determining a debt goal's original balance. Now, when a goal is created, the remaining balance is used. You can change the original balance (for instance, if you want it to reflect your mortgage's original balance) by tapping the menu on the Goal Details screen and tapping Edit Balances. Note that this is a breaking change and since goals are still in beta, you will need to delete and recreate existing goals. - Fixes other minor goals bugs!

August 10, 2024

General: - Revamps dialogs across the app to better fit the platform. Goals Beta: - Adds ability to delete and rename goals (still only debt goals are supported). - Changes the behavior for determining a debt goal's original balance. Now, when a goal is created, the remaining balance is used. You can change the original balance (for instance, if you want it to reflect your mortgage's original balance) by tapping the menu on the Goal Details screen and tapping Edit Balances. Note that this is a breaking change and since goals are still in beta, you will need to delete and recreate existing goals. - Fixes other minor goals bugs!

August 7, 2024

- Debt Goals have begun rolling out to beta testers. Want to test them out and give feedback? Feel free to join the Discord server, hop into #feat-goals, and let us know! You can join the server from Settings by tapping Join the Community. - Fixes a visual bug related to the pages in the Spend by Category Pie chart for some users. - Fixes a bug that caused inputting currency amounts during frugal month creation to misbehave for currency formats that did not include a decimal separator.

July 31, 2024

- Changes the percent remaining calculation for category groups in the Budget Burndown to more accurately reflect the amount remaining in the group (shown via the progress bar). Previously, the percent was an average of all the remaining percents for categories in that group. Now it is the percent remaining of the initial balance, which is more accurate. - Fixes a bug that could have prevented some users with Firefox set to their default browser from being able to log in. - Fixes a bug in category selection when creating Category Views or Frugal Months that caused it to be impossible to choose certain categories in a specific order. - Fixes a bug that caused the app to fail to launch for users with completed Frugal Months.

July 25, 2024

- Allows spend trackers to consider tracking accounts. Note that some conditions are not compatible with tracking accounts, such as "Is Income" and "Is Expense", or "Category Is" because tracking accounts transactions do not have categories. We've added "Is Outflow" and "Is Inflow" to support filtering tracking account transactions. - Fixes a pesky out of memory bug that could have happened when modifying a category view. - Fixes a bug that caused it to appear as if a premium subscription purchase did not work (this could be worked around by restarting the app prior to this fix). Now, premium purchases are immediately reflected in the app. - Some more UI polishing as we prepare for the Goals (Beta) feature to be released soon. Stay tuned! - Minor performance improvement

July 16, 2024

- Adds support for re-authenticating with YNAB if for some reason your access token becomes invalid. Invalid access tokens should be extremely rare, but if you happen to see a broken wifi symbol that won't go away on any of the 3 tabs of the Home Screen, head to the Settings tab and tap Reconnect to YNAB to re-authenticate. - Minor bug fixes UI Improvements: - Introduces a bit of a face lift to most parts of the app. - We've reduced redundant language and UI elements where they didn't add value. This is most obvious in Settings. - We also cleaned up a few interactions, like moving chart-type selection (for charts that support multiple types) to the chart details screen and removing it from the primary reports page. This preserves the ability to change the type without cluttering the UI you look at most often. - Settings has been re-organized to make the options you need most often more accessible. - The Month in Review feature has been moved to the Reports tab. Soon we'll be enabling the ability to choose any month to review, so we feel this is a more appropriate place for it to live.

July 8, 2024

- Apologies for the delays since the last release! This release includes a lot (and when we say a lot, we mean a LOT) of under-the-hood changes to the core of the app. These changes will supercharge our abilities to deliver new and awesome features very soon, so stay tuned! Be on the lookout for bugs that may have snuck in with these changes, and please report them if you find any (you can reach out via the app or in our Discord server!). - As a result of these changes, the app's performance should be improved across the board. - Allows matching against accounts in the Advanced Spend Tracker query builder. This means you can now create a query that only includes transactions from specific accounts. One example use case for this is to track spending on a credit card for which you're trying to maximize rewards or meet a minimum spend requirement. - Adds the highest and lowest spent months to the Spend Tracker details screen. Also, breaks up the metrics into a few sections. - Adds a new line to the Spent This Month (STM) widget (on iOS) that shows last month's spend. This mirrors what you see on the Budget Tab inside the app. - Corrects the chart on the Left to Spend (LTS) widget (on iOS) so that the reduction in LTS corresponds to only the spend from the current frugal month's categories, if one is active. Previously the reduction corresponded to all spending in the current month, potentially causing it to look like you spent more than you really did. - Ensures alphabetical spend tracker ordering considers nicknames during the sort. This fixes an issue where, for instance, a spend tracker for the red flag (originally named "red") that was renamed to "balloons" would be sorted as if it was still named "red". Now, it's sorted by the name "balloons". - Fixes two bugs with the Advanced Spend Tracker query builder. First, editing an AST that utilized "is not true" conditions now correctly restores them (previously they would be restored as "is true" conditions, requiring you to manually change them back). Secondly, you can now use the multi-select feature (ability to specify more than one category, payee etc.) as deep in the query as you want. Previously it was only supported at the top level.

June 22, 2024

- Allows viewing the Month in Review experience for the entire month. Previously, it was hidden after the first half of the month, but by popular demand, it's here all month! - Allows creating a Frugal Month at any point during the month. Previously you could only create one for the current month within the first week of the month. - Some minor performance improvements and bug fixes.

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