What's New in Plucky

Recent improvements to Plucky, newest first.

August 19, 2026

• Import results now show exactly what happened to each transaction — newly imported, matched to an existing transaction, matched to a pending transfer, or deduplicated — instead of counting everything as imported.
• Renaming an account now updates the "Transfer to/from" labels on all linked transfer transactions automatically.
• QFX imports that fail to extract transactions now show a clear diagnostic error instead of silently importing nothing.
• Transfer auto-matching now understands ACH timing — deposits that arrive up to 7 days after the payout are matched, and ambiguous same-amount candidates are left for manual review instead of guessed.
• Pulling from YNAB no longer imports YNAB-side duplicate transactions — suspected duplicates are skipped and listed for review instead of silently double-counting.

August 19, 2026

• Reconnecting a bank through Plaid now repairs the existing connection in place, and Gusto, Kajabi, Simple Practice, and Venmo imports now automatically match and clear pending transfers.

August 19, 2026

• Clients invited by their bookkeeper can now log in and use the app under the bookkeeper's subscription — no more incorrect "trial expired" messages.

August 19, 2026

• Dropdown menus no longer wrap their options onto two lines.
• The General Ledger is now one clean accountant view — collapsed, it reads as a classic Trial Balance that foots at the bottom (the two-column report your tax pro asks for at year-end); expanded, each account shows its full ledger with beginning balance, every entry, and ending balance.
• The General Ledger got sharper: entries always appear in date order, every line links straight to its transaction, accounts missing a type are surfaced for fixing instead of hidden, and the three financial reports now link to each other.

August 12, 2026

• Smarter transaction search: click the search box to see every

August 12, 2026

• The YNAB Category column is now an editable picker — set a per-transaction YNAB category that overrides the automatic mapping when pushing to YNAB.

August 11, 2026

• Re-pushing a transaction now merges your Plucky memo into the YNAB
• Re-pushing a transaction to YNAB now updates the existing YNAB

August 11, 2026

• When you push a transaction Plucky recognizes YNAB already has, your

August 11, 2026

• Transactions you haven't categorized in Plucky now arrive in YNAB as

August 11, 2026

• YNAB push now carries categories and reports a clear

August 10, 2026

• The transaction list now refreshes smoothly after adding,

August 10, 2026

• The Balance Repair tool has a radically simpler interface: a

August 10, 2026

• Balance Repair is faster after the first analysis, shows your

August 8, 2026

• Fixed dropdown text alignment.
• Fixed dropdown menus not registering a selection when clicked
• Balance Repair now remembers every statement balance as a
• Balance Repair now handles every account type: accounts that
• The Balance Repair tool now works on Plaid-connected accounts —
• Balance repair matching is more accurate: identical same-day
• The Balance Repair tool now explains when an account can't be

August 7, 2026

• New Light/Dark theme toggle, and dropdown menus now match the app's theme.

August 6, 2026

• Fixed the "Done reviewing" button not being tappable on iPad and iPhone.

August 5, 2026

• The Archived filter on the clients list works now, and archived clients are labelled.

August 4, 2026

• Kajabi payout syncing works again — download the latest Plucky Agent from Settings to pick up the fix.

August 4, 2026

• Your monthly review link now keeps working after you finish — revisit your transactions anytime, browse past months, and add or update notes whenever something comes to mind (notes save automatically and now clearly say so).

July 24, 2026

• Wise account balance bar now updates when you change a transaction's cleared status

July 24, 2026

• Wise imports now capture payments funded directly from a linked bank (previously only balance-funded activity was imported)

July 9, 2026

• You can now record business expenses you paid from a personal card, cash, or an account we don't track — add them to your new "Outside Transactions" account (link included in your monthly update email).

July 6, 2026

• Sending monthly updates or reminders to many clients at once is now near-instant and no longer shows a false error on large batches — all emails go out in a single send.

July 2, 2026

• The client list now shows when each client was last emailed their review request, so you can tell at a glance who's been sent their update and who hasn't.

July 2, 2026

• "Send Monthly Update" re-sends now show the current month everywhere, instead of the month the review was first created.

July 2, 2026

• "Send Monthly Update" always sends the standard update email now, even when re-using a client's existing review link — the "Reminder:" wording is reserved for the Send Reminder action.

July 1, 2026

• Bulk "Send Monthly Update" now reaches every selected client — clients with a review already in progress get their existing review link re-sent (covering all their latest transactions) instead of being skipped.

June 23, 2026

• YNAB sync button now appears reliably when you open an account, without needing a page refresh

June 22, 2026

• Fixed Gusto payroll scrapes failing to import for clients with tip-based contractor payments

June 17, 2026

• More accurate automatic transfer detection — fewer unrelated transactions get mistakenly paired as transfers.

June 15, 2026

• Fixed account balance to show the posted balance (it sometimes showed the available-credit figure instead); pending transactions now appear as uncleared so they're distinct from posted ones.

June 12, 2026

• New: a public "What's New" page at app.getplucky.io/whats-new where you can see recent Plucky updates anytime.

June 2026

• Your balance sheet now balances correctly — across every account type, including bank, credit card, Stripe, PayPal, Wise, and YNAB-connected accounts.
• New General Ledger report: a clean, readable view of every account and every transaction, with one-click drill-down into any account.
• Balance sheets now show an "Uncategorized" line so you can see at a glance exactly how much is still left to categorize — and click straight to those transactions.
• Transfers between your accounts (including Stripe payouts to your bank) now reconcile automatically and no longer clutter your reports.
• Suggest Changes comment threads: discuss any transaction with your bookkeeper right from the transactions screen, with email notifications to both sides.