Platform API, SimpleFIN Bridge, Institution Notes and more!
The Platform API, a SimpleFIN Bridge for apps like Actual Budget, institution notes before you connect, and a redesigned site and docs.
Changelog
New features, improvements and fixes in Lunch Flow.
Integrations Directory, Improved MCP server & API updates 🤖
An integrations directory, our own remote MCP server with per-account access, date filters for transactions and account-scoped API keys.
SnapTrade ♦︎, YNAB 🌳, & More Settings ⚙️
Global brokerage coverage through SnapTrade, a YNAB integration and more account settings.
Improved Account UI, Pending Transactions API, and Investment data 🏦
A simpler account settings page, pending transactions in the API, and holdings data for investment accounts on the way.
MCP Server 🤖 & New Documentation Site 📖
Connect AI tools like Claude and ChatGPT to your finances with our MCP server, and a rebuilt documentation site.
Quality of Life improvements & New Zealand bank support 🇳🇿
New Zealand bank support through Akahu, plus a better mobile experience and other quality of life fixes.
Actual Budget Support & New website pages 🎯
Actual Budget support as a GoCardless alternative (our first open source contribution), plus new website pages.
🔌 New REST API - Your Data, Your Way
A REST API for your accounts, balances and transactions with interactive docs, plus more accurate transaction dates.
New subscription payment currencies, reduced annual plans, custom sync start date, and more 🎉
Subscriptions in USD and EUR, lower annual plans for small setups, a custom sync start date, and MX and Finicity out of beta.
Email notifications on MX & Finicity connection issues & Streamlined accounts view ⏩
Email alerts when an MX or Finicity connection needs attention, and accounts you can view and edit right under their connection.
- Improved
Improved support experience with a new chat widget 💬
A new chat widget for reaching support, tracking your conversations and finding help articles.
- New
New Google Sheets Template 📊
A Google Sheets template that enriches transactions with merchant names, logos and categories automatically.
- New
- Improved
US Banks, Smarter Google Sheets, Extended Transaction History, and More! ✨
US bank support through Stripe, Lunch Money as a source, smarter Google Sheets with merchant and category enrichment, and longer transaction history.
- New
- Improved
Affiliate program, Discord server, and Featurebase integration ∮
An affiliate program paying 10% per referral, a community Discord server, in-app feature requests and a tidier sidebar.
Payee & Notes Dynamic Templates & Balance Selection ⚙️
A new templating engine for Payee and Notes, and a choice of which balance to sync for each account.
CSV & OFX File Export 📁
Export transactions as CSV or OFX files for offline budgeting or accounting software.
Self-Service Tiered Pricing 🧑🍳
Pay for exactly the number of connections you need, on a monthly or yearly plan.
Supporting Google Sheets as a destination 📍
Sync your bank data into Google Sheets, plus a simpler account configuration and navigation.
Supported Banks Search page 🔍
A new page for searching which banks Lunch Flow supports.
Featured on Lunch Money's Community Newsletter 🎤
Lunch Money's community newsletter interviewed us about Lunch Flow's journey and what's next.
Landing Page Redesign 🎨
A redesigned home page with dark mode, clearer calls to action, testimonials and bank logos.
Enable syncing balances only
A balances-only mode for accounts with no transactions to sync, such as Monzo Pots.
Bank Connection Renewal 🔃
Renew bank access for another 90 days at any time, without waiting for it to expire.
Enable importing transactions into existing Lunch Money accounts 📥
Connect bank accounts to existing Lunch Money accounts and keep your history, rules and configuration intact.
More Flexible Payee & Notes Mapping ↔, and improved account configuration flow ⏩
Map several fields into Payee and Notes and Lunch Flow uses the first non-empty one, with a live preview of the result.
- Fixed
Fix Credit Card Account mapping in Lunch Money 💳
Credit cards now map to credit accounts in Lunch Money, with balances inverted to match how Lunch Money calculates net worth.
- Improved
Account Configuration Page UI tweaks 🎨
A full-width account configuration screen with a sticky table header and horizontal scrolling for transactions.
- New
Updating account settings & viewing transactions after import ⚙️
You can now change account settings and view incoming transactions after the initial import.
- New
Public Testimonial Links ⭐
Share a testimonial about Lunch Flow and we'll feature it on our website.
- New
Public Feedback Board & Changelog 🗳️
A public feedback board for requesting and voting on features, and a public changelog to follow every change.
- Improved
Highlight key information on account imports 🔑
The import flow now spells out its current limits: settings are fixed after import, history covers 90 days and a new Lunch Money account is created.
- Improved
Make Notes Field Optional 📒
The Notes field is now optional, to cut down on noise in synced transactions.
- Improved
Big Rewrite with improved design and monitoring 🎨
Rebuilt connections and accounts pages that work on mobile, plus error alerting and monitoring behind the scenes.
- New
Introducing Yearly Plan 📅
A new yearly plan that gives you 2 months free when you commit to a full year.
- New
Lunchflow Early Access 🎉
The first release of Lunch Flow: a monthly subscription, self-service setup for Lunch Money budgets and a daily transaction sync.