May 2026 Updates | Quiltt Docs

May 2026 Product Updates

Platform
- Improve mask detection for certain American Express credit card accounts
- Add Plaid Institution ID to Pave enrichment uploads
Dashboard
- Automatically show imported Profile UUIDs beneath Profile IDs in Dashboard profile lists
Documentation
- Remove legacy statement.created from webhook documentation
- Add balance sign convention explanation to Account Balances docs, clarifying that assets show positive balances (money held) and liabilities show negative balances (money owed)
- Update the FinGoal transaction categories spreadsheet link
- Add Finicity test profile guidance to the Holdings docs so developers can identify which test profiles contain investment data
- Update SDK docs to reflect current API surface: add themeMode, correct Flutter callback signatures, and document missing component props and hooks

Platform
- Fix issue where certain connections could get stuck in a DISCONNECTING state after being reconnected during the tear-down period
- Fix issue with some MX institutions having stale availability data
- Fix issue with Finicity rejecting users with smart quotes in their name
- Fix an issue where certain Plaid investment holdings were being incorrectly treated as duplicates and dropped
Dashboard
- Fix profile search failing with a database error when the search term contains colons or hyphens (e.g., EIN numbers like 12-3456789)

Platform
- Improve mask detection for certain American Express credit card accounts
- Add Plaid Institution ID to Pave enrichment uploads
Dashboard
- Automatically show imported Profile UUIDs beneath Profile IDs in Dashboard profile lists
Documentation
- Remove legacy statement.created from webhook documentation
- Add balance sign convention explanation to Account Balances docs, clarifying that assets show positive balances (money held) and liabilities show negative balances (money owed)
- Update the FinGoal transaction categories spreadsheet link
- Add Finicity test profile guidance to the Holdings docs so developers can identify which test profiles contain investment data
- Update SDK docs to reflect current API surface: add themeMode, correct Flutter callback signatures, and document missing component props and hooks