Transactions

Although I don't have a lot of categories, I've quickly come to realize that for visual aid, and quicker finding, it's better to add icons. ATM I'm using emoji at the start of the category name, but that messes up the alphabetic sorting.

I LOVE this app - and heavily engaging the auto categorization. Works well for usual suspects like Netflix and Burger King etc. But it becomes hard when matching paymens where description starts generic such as "Direct Debit for ..." and then not being able to check which payee or transaction this applies to. Hovering or enlarging this field would be helpful.

Create cash flow forecasting feature to know how much money you may have on a given day in the future based on recurring items and set budgets

Seems like it's possible in Plaid to add Polish Santander bank syncing: https://www.openbankingtracker.com/api-aggregators/plaid

When grouping two (or more) transactions, the Create New Transaction Group wizard seems to inherit the soon-to-be transaction group's details from whatever happens to be the newest dated child transaction. It would be nice if there were like radio buttons or something to that effect to repopulate these details from another one of the child transactions rather than having to retype all that.

Request the ability to use that icon to filter transactions that are not Reviewed. This can be a user setting. That will also remove any accidental click that would mark everything as reviewed.

Sometimes there is a need to add, subtract or calculate a percentage of a given amount. Would be nice to be able to do so directly in the amount field. This is particularly useful when adding transactions manually, but also for editing existing.

If you are like me I buy ALOT off of Amazon.com So because its too much of a pain to break down those purchases into categories I just create one Big one called "Household Goods". Its a BIG category. It would be very helpful if we could get some of that data and improve the splitting of the transactions based off that info to improve the analysis of our spending.

After syncing, I now have hundreds of new duplicate transactions going back years. And I already merged the synced account with the manual account before realizing. It would be extremely helpful to filter by transaction source so I can retroactively delete all transactions that came from Plaid more easily.

The payee info imported from my credit card is abbreviated too much. I'd like more info to be imported -- especially from Costco so that I can tell the difference between my fuel shopping purchases, which are often similar amounts on the same day. Right now, I have to log into my credit card every time I go to Costco so I can see the full payee "Costco Gas" vs. "Costco Warehouse" in order to mark the correct category in Lunch Money. With other purchases, sometimes the payee is abbreviated so much that I can't tell what it is at all, yet I immediately see it after logging into my credit card. I'd rather see the full payee info imported so that I never have to log into my credit card for more info. Having lengthy payees doesn't bother me.