Mintable 2.0.3

What's Changed

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

New Contributors

• @dflock made their first contribution in #128
• @mazzarin made their first contribution in #132
• @MainHanzo made their first contribution in #134

Full Changelog: 2.0.1...2.0.3

Mintable v2.0.2

What's Changed

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

New Contributors

• @dflock made their first contribution in #128
• @mazzarin made their first contribution in #132
• @MainHanzo made their first contribution in #134

Full Changelog: 2.0.1...2.0.2

Mintable v2.0.1

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.

Add Account Balances Sheet Feature

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).

Bug fix for cleared reference columns on spreadsheet updates

1.2.5

Bump package.json version

Bug fix for logic for setting token for re-authenticated accounts

1.2.4

Bump Version

Fix error handling for account re-authentication

1.2.3

Bump Version

Configurable host & port

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

Fix for undefined Plaid account names

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

`mintable.js` Refactor

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