What's New in Plucky

Recent improvements to Plucky, newest first.

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.

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

"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.

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.

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

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

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

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.

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

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.