Lunch Money
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Boards
Transactions
109
Budget
48
Recurring Items
30
Overview
38
Calendar
11
Net Worth, Stats, Trends
26
Query Tool
21
Categories, Tags
22
Accounts, Assets
39
Rules
34
CSV Importing
17
Developer API
29
General Feature Request
57
Getting Started
2
Institution Status & Requests
115
Bugs
122
Roadmap
Filters
Planned
2
Newly split transactions not treated as split transactions
Bugs
25
Balance History (Net Worth Tracker data) endpoint
Developer API
33
Import Net Worth from mint
CSV Importing
20
Rules Endpoints
Developer API
12
Delete transaction endpoint
Developer API
121
Mark a recurring item as "not expected" for current month
Recurring Items
67
Use rules to auto-create transactions
Rules
30
Set an "anticipated" amount for pending transactions
Transactions
In Progress
3
CSV Import Bug with Mozilla Firefox on Windows
Bugs
23
A single click way to "accept" all suggested budgets
Budget
39
Total for budget
Budget
37
Separate Rollover from Fixed Budget
Budget
56
Show amount of unallocated income
Budget
54
Set a recurring budget
Budget
67
Set a budget for a year
Budget
67
Custom budget periods
Budget
219
Zero-based budgeting
Budget
26
OpenAPI Spec
Developer API
116
Wealthsimple
Institution Status & Requests
Complete
5
Bulk edit to mark all as unreviewed doesn't work
Bugs
1
Visiting Suggested Rules URL directly shows a blank page
Bugs
2
Billing page annual pricing slider not aligned with icons
Bugs
1
Bulk edit actions trigger recurring link removal
Bugs
5
Accounts missing from dropdown when editing recurring items
Bugs
10
Transaction date displays incorrectly when revised from table cell
Bugs
12
Edit account panel for synced crypto accounts crashes app
Bugs
5
Account grouping by institution is incorrect
Bugs
2
Tags only display in Query Tool if more than 2 exist per category or account
Bugs
13
"This Month" and "This year" option broken
Bugs
22
Support PDF uploads of bank statements
Transactions
2
Rules cannot be saved for certain rule actions
Bugs
4
Dutch payee names broken with unexpected spaces
Bugs
72
Support "Every X days" or "X times per N" cadence
Recurring Items
23
Rule categories / descriptions
Rules
5
Incorrect spending breakdown totals for twice a month recurring items
Bugs
4
Date and Account on Quick Add screen should default to last used
Bugs
2
Add drop-down to Payee field on Quick Add screen
Transactions
4
Creating new category from side panel closes the panel
Bugs
7
Creating split rule from transaction is broken
Bugs
3
Cryptocurrency rates not being fetched
Bugs
2
Error when enabling rule properties for split rules
Bugs
12
Pending transaction changes lost once transaction is posted
Bugs
3
Add primary_currency to the [User Object – API Reference](https://lunchmoney.dev/#user-object)
Developer API
12
Create Default Categories from Auto-categorization List
Categories, Tags
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