Issue 49

Hello! 👋 This is an issue of the Lunch Money newsletter. We send this every now and then to share new features and updates.

From finding expert financial guidance with certified Lunch Money coaches, to making your display and notification preferences count, these updates give you more control and support to reach your financial goals!

What's new! 🎁

🎁 Work with a certified financial coach!

If you've ever felt stuck or overwhelmed on your financial journey, or unsure where to start, the new Lunch Money Coaching Directory lets you find expert guidance from certified Lunch Money coaches who can help you reach your financial goals!

We hope this new offering helps support you wherever you are on your financial journey and reinforces our commitment to helping you succeed on Lunch Money, not just with tools, but with real human support when you need it.

Explore the coaching directory ➜

or click here

🎁 Find out your 2025 Lunch Money personality!

To end 2025 on a fun note, we matched every user with a unique personality to represent the most notable Lunch Money feature they used this year! From future planners to record keepers, these personalities celebrate the many ways our community makes the most of Lunch Money.

Have you found out which personality you matched up with? Tag us or use #LunchMoney2025 to share yours with the community!

Discover your Lunch Money personality ➜

or click here

Wait, there's more! ⭐

⭐ More control over summary emails

Email notifications for unreviewed digest and monthly summary emails can now be enabled or disabled independently for each of your budget accounts.

⭐ User-defined account type now prioritized

Synced bank accounts with manually-changed account types and subtypes are now locked-in and no longer overridden by Plaid.

⭐ More intentional transaction selection

Clicking on the checkbox to "select all" or "deselect all" on the Transactions page now only selects visible transactions.

⭐ Period headers formatted your way

Period header on Transactions, Recurring, and Calendar pages now reflect the user-defined date format preference (i.e. Jan 2025, January 2025, 2025/01, etc.).

Bugs? Squashed! 🥾🐛💥

🔧 The one where Linked Roles were not showing up on Discord profiles

🔧 The one where the Transactions list didn't reset when clicking "Clear" to remove filters

🔧 The one where the "Unlink all recurring" bulk-edit option didn't work

🔧 The one where tags added while splitting or by a triggered rule didn't display until page refresh

🔧 The one where filtering by payee or notes didn't return transactions linked to suggested recurring items

🔧 The one where the Average column values in the exported CSV file didn't match the values displayed in the Query Tool table

See the full changelog ➜

or click here

We want your feedback! 🗳️

Lunch Money is shaped by its community, and your input helps us keep improving.

Found a pesky bug that you wish would just go away, or have an interesting feature request? Hit the reply button, or head over to the Feedback Board to upvote ideas and share your suggestions.

Go to Feedback Board ➜

or click here

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