七麦数据

Updates the calculation for spent amount in the Targets Health report such that categories with durations longer than the currently selected date range will show the average spent for the entire duration of the target, not the date range. This is helpful in cases where you're viewing a shorter date range than the target duration and within that date range you paid the full amount of that target. Previously, that would've skewed your target health to look unhealthy--now, (assuming you haven't actually overspent your target), the target will correctly be healthy. Categories with monthly targets or targets less than the currently selected date range will continue to show average monthly spending across the entire date range.

- Fixes an issue where the Target Health Report was not updating when changing budgets.
- The Choose Period bottom sheet now closes after a period is selected. This better conforms to how other bottom sheets behave in the app.

New:

- Adds the ability to quickly see over-spending for categories and category groups in the Budget Burndown. Previously, over-spending was not shown and a $0 remaining balance was shown instead.

Fixes:
- Ensures that changes to category group names are reflected immediately. This was previously not happening due to a YNAB API limitation, but we added a workaround to ensure a better user experience.
- Ensures the ordering of category groups and their categories matches what you see in YNAB. Previously, ordering in Lumy only matched that of YNAB until you changed the order in YNAB. This is because the YNAB API does not communicate ordering changes in delta requests, which Lumy makes use of. Now, categories are pulled fresh and so the ordering can be respected.
- Fixes an issue where transactions created via templates were always inflows, even if they were configured as outflows.

Introduces transaction templates, which will roll out slowly. Templates are a new (in beta!) premium feature that allow you to configure certain properties of common transactions and then tap a button to instantly create that transaction or fill out the remaining properties and then create the transaction. Please note that this is the first feature that _writes_ to your budget, and as such, will require you to provide write access before creating any transactions.

Note about the beta: Right now, for ease, templates are written to your settings. Logging out will delete them. Additionally, they may be deleted if breaking changes are introduced. We will do our best to avoid that though!

Some common use cases:

- You purchase the same thing at a vending machine at work every so often: You could create a "Candy bar" template that has the payee "Vending Machine", an amount of $1.99, a category of "Snacks", and an account "My Checking". Maybe even throw in a memo of "My favorite mid-day treat". If you set up the template to "fire immediately", you can simply tap the template from your Budget Tab to instantly create that transaction whenever you want.
- You tend to split a meal with friends at lunch:_You could create a template that has a split transaction configured, and only enter the amounts once you know them, categorizing your amount as "Dining Out" but the remainder as "Money I'm Owed".

There are a lot of other use cases I'm sure, and maybe ones that we don't yet support. We'd love your feedback on what we can add/change about this feature.

Allows for quicker modification of spend tracker names by pre-populating the name field with the existing name during modification. Previously the existing name was shown as a "hint" that could not be modified.

Allows for quicker modification of spend tracker names by pre-populating the name field with the existing name during modification. Previously the existing name was shown as a "hint" that could not be modified.

By popular request (mostly in Discord, which you should join to take part in these conversations!), all types of transactions are now shown on the Payees tab of the Recurring Transactions screen. Previously, this screen aimed to be more of a "subscriptions" tracker, but since Lumy can't really know which of your transactions are "subscriptions", this led to a confusing experience where some transactions (such as transfers or inflows) were not shown. Now, everything is shown. Let us know if you dislike this change and we can consider making this setting configurable!

By popular request (mostly in Discord, which you should join to take part in these conversations!), all types of transactions are now shown on the Payees tab of the Recurring Transactions screen. Previously, this screen aimed to be more of a "subscriptions" tracker, but since Lumy can't really know which of your transactions are "subscriptions", this led to a confusing experience where some transactions (such as transfers or inflows) were not shown. Now, everything is shown. Let us know if you dislike this change and we can consider making this setting configurable!

Additions:

- Design updates across the application to simplify the design system and make it simpler to introduce new UI
- Added the ability to sort the Recurring Transaction (by Payee) report alphabetically and by amount in both ascending and descending fashion.
- Report periods are now "trailing", meaning if you select, for example, the Latest 3 Months Period in December, you will initially see reporting for October, November, and December. However, on Jan 1, you will start seeing reporting for November, December, and January without needing to re-select Latest 3 Months like you would've had to do prior to this change. This was one of the primary changes as a result of [this ticket](https://lumyforynab.canny.io/features-and-bugs/p/timeframe-chooser-improvements).
- The Frugal Month Section on the Budget Tab now highlights the Left to Spend amount instead of the status. The status can be seen by tapping the Frugal Month tile. Additionally, when a Frugal Month is active, it shows above the Spent this Month section.

Fixes:

- Fixed an issue with the Advanced Spend Tracker Query Builder for Advanced AST users where having enough conditions would make it impossible to add more.
- Fixes the Send Feedback form so you can actually send feedback via the app now...We were wondering why it'd gotten so quiet!

Removals:

- I have decided to remove the (barely in beta) Goals feature. It may be revisited at a later time, but the amount of work it would take to maintain the feature as initially scoped would be way too high for a one-man team. For now, I'd like to focus most of my efforts on functionality I feel is more at the heart of what Lumy aims to do, such as more advanced reporting functionality.
- Additionally, the "Highlights Section" has been removed from the Budget Tab for a couple reasons. The Left to Spend metric was redundant with the Burndown section title and now that the Frugal Month section shows the current Left to Spend amount, it was no longer needed. The Days of Buffer metric was confusing more folks than it was helping as it didn't align with the DOB metric shown on the Reports tab due to them using potentially different look-back periods (for reasons explained in Discord but not worth rehashing here). If you want your DOB number, check out the report on the Reports tab. For the most part, this number shouldn't change often or have huge swings, so having it front and center on app-launch seems a bit unnecessary. Lastly, the Overspent and Over-budgeted metrics were removed as well due to the fact that there is nothing you can do within Lumy (at this point) to take action on those, so they weren't really helpful.

Additions:

- Design updates across the application to simplify the design system and make it simpler to introduce new UI
- Added the ability to sort the Recurring Transaction (by Payee) report alphabetically and by amount in both ascending and descending fashion.
- Report periods are now "trailing", meaning if you select, for example, the Latest 3 Months Period in December, you will initially see reporting for October, November, and December. However, on Jan 1, you will start seeing reporting for November, December, and January without needing to re-select Latest 3 Months like you would've had to do prior to this change. This was one of the primary changes as a result of [this ticket](https://lumyforynab.canny.io/features-and-bugs/p/timeframe-chooser-improvements).
- The Frugal Month Section on the Budget Tab now highlights the Left to Spend amount instead of the status. The status can be seen by tapping the Frugal Month tile. Additionally, when a Frugal Month is active, it shows above the Spent this Month section.

Fixes:

- Fixed an issue with the Advanced Spend Tracker Query Builder for Advanced AST users where having enough conditions would make it impossible to add more.

Removals:

- I have decided to remove the (barely in beta) Goals feature. It may be revisited at a later time, but the amount of work it would take to maintain the feature as initially scoped would be way too high for a one-man team. For now, I'd like to focus most of my efforts on functionality I feel is more at the heart of what Lumy aims to do, such as more advanced reporting functionality.
- Additionally, the "Highlights Section" has been removed from the Budget Tab for a couple reasons. The Left to Spend metric was redundant with the Burndown section title and now that the Frugal Month section shows the current Left to Spend amount, it was no longer needed. The Days of Buffer metric was confusing more folks than it was helping as it didn't align with the DOB metric shown on the Reports tab due to them using potentially different look-back periods (for reasons explained in Discord but not worth rehashing here). If you want your DOB number, check out the report on the Reports tab. For the most part, this number shouldn't change often or have huge swings, so having it front and center on app-launch seems a bit unnecessary. Lastly, the Overspent and Over-budgeted metrics were removed as well due to the fact that there is nothing you can do within Lumy (at this point) to take action on those, so they weren't really helpful.