What's Changed

• Fix dependency issues in #142
• Remove link to /r/mintable, which is now a crypto/nft subreddit by @dflock in https://github.com/kevinschaich/mintable/pull/128
• Allow pending transaction ID to be a valid field by @mazzarin in https://github.com/kevinschaich/mintable/pull/132
• update the google sheet api intergration by @MainHanzo in https://github.com/kevinschaich/mintable/pull/134

New Contributors

• @dflock made their first contribution in https://github.com/kevinschaich/mintable/pull/128
• @mazzarin made their first contribution in https://github.com/kevinschaich/mintable/pull/132
• @MainHanzo made their first contribution in https://github.com/kevinschaich/mintable/pull/134

Full Changelog: https://github.com/kevinschaich/mintable/compare/2.0.1...2.0.3

What's Changed

• Remove link to /r/mintable, which is now a crypto/nft subreddit by @dflock in https://github.com/kevinschaich/mintable/pull/128
• Allow pending transaction ID to be a valid field by @mazzarin in https://github.com/kevinschaich/mintable/pull/132
• update the google sheet api intergration by @MainHanzo in https://github.com/kevinschaich/mintable/pull/134

New Contributors

• @dflock made their first contribution in https://github.com/kevinschaich/mintable/pull/128
• @mazzarin made their first contribution in https://github.com/kevinschaich/mintable/pull/132
• @MainHanzo made their first contribution in https://github.com/kevinschaich/mintable/pull/134

Full Changelog: https://github.com/kevinschaich/mintable/compare/2.0.1...2.0.2

Mintable v2.0.1 🎉

Version 2.x.x of Mintable represents a major version change, a complete rewrite from the ground-up in TypeScript, and a ton of new features.

TL;DR – How can I get started with v2.x.x?

• If you're a 1.x.x user, migrate your existing config:

  npm install -g mintable
  mintable migrate --old-config-file /path/to/your/old/mintable.config.json
  mintable fetch
  

• If you're new here, create a fresh installation:

  npm install -g mintable
  mintable setup
  mintable fetch
  

What's New in v2.x.x

• CSV Import: Import transactions from banks not on Plaid, as well as a growing library of templates
• CSV Export: Optionally export your results to a CSV file and use Excel/Numbers if you don't trust Google.
• Balances Sheet: View the balances of all your accounts automatically on one sheet.
• Per-Account Configuration: Pull some accounts from Plaid, and others from a CSV file (e.g. Apple Card).
• GitHub Actions Integration: Run mintable in GitHub Actions automatically.
• BitBar Integration: Run mintable in your Mac's menu bar automatically.
• cron Integration: Run mintable using cron on your local machine automatically.
• Transaction Filters: Automatically exclude transactions from your spreadsheet based on a set of conditions.
• Transaction Overrides: Override auto-populated fields based on a set of conditions.
• Global mintable CLI/setup wizard: Call mintable as a command, anywhere on your machine without cloning anything.
• Complete (~4000 lines) rewrite: Kept all the good stuff from v1.x.x, trimmed the fat where possible.
• Migration to Typescript: Easier to reason about correctness & establish rigid API constraints for integrations.
• Config Validation: Tells you the exact spot where your config is broken (if relevant).
• Better Logging: Almost every point of failure logs a human-readable error message.
• Debug Mode: Optionally log the results of every API request to debug strange behavior.
• Error Reporting: Click a single link which auto-fills an issue on GitHub with error/machine info.

Getting Involved

We welcome issues and PRs on GitHub or you can join r/mintable on Reddit.

If you like mintable you can support future development on GitHub Sponsors.

Acknowledgements

A special thanks to our v2.x.x beta testers & contributors:

@blimmer @dflock @eden @eliluong @ibudiallo @keanulee @kev1nnsays @mrginogit @mspych @nboley2 @pickettd @thomastraum @willie @yawhide @Zeustopher

I could not have done this without your help! Thanks for all your hard work to make mintable better.

Account Balances

Mintable v1.2.6 adds an exciting new feature: Account Balances (fixes #15).

CREATE_BALANCES_SHEET optionally fetches the balances of all your connected accounts and places them in a sheet called Balances.

If you want to enable this, you can add the following line to your mintable.config.json file:

"CREATE_BALANCES_SHEET": true

The format of this sheet as well as what columns it fetches is configurable via Mintable's settings.

Fixes

Fixes #35 – we no longer require the Auth endpoint for Plaid accounts (fixes Amex and other banks).

Fixes #30 – This release adds configurable hosts and ports.

Sometimes account_details.official_name and account_details.name are undefined for Plaid. This will enable users to rather choose an account property, which preferences the most complete data available.

Closes #16 and #17

Fixes/changes:

• Fixed account setup progress for Plaid
• Switch from moment to date-fns
• Refactor out certain configuration documentation to a provider-specific section
• Add configurable template sheet for Google Sheets
• Batchify update/clear/format requests for Google Sheets
• Configurable start and end dates for Plaid
• Handle pagination for Plaid
• API for transaction providers
• API for spreadsheet providers
• Logging Improvements
• Documentation improvements

Closes #11, #12, #16, #17