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Recurring Items

Net Worth, Stats, Trends

Categories, Tags

Accounts, Assets

General Feature Request

Getting Started

Institution Status & Requests

Planned

Balance History (Net Worth Tracker data) endpoint

Import Net Worth from mint

Rules Endpoints

Delete transaction endpoint

Mark a recurring item as "not expected" for current month

Recurring Items

Use rules to auto-create transactions

Set an "anticipated" amount for pending transactions

In Progress

Support PDF uploads of bank statements

Institution Status & Requests

Complete

Support "Every X days" or "X times per N" cadence

Recurring Items

Rule categories / descriptions

Incorrect spending breakdown totals for twice a month recurring items

Date and Account on Quick Add screen should default to last used

Add drop-down to Payee field on Quick Add screen

Creating new category from side panel closes the panel

Creating split rule from transaction is broken

Cryptocurrency rates not being fetched

Error when enabling rule properties for split rules

Pending transaction changes lost once transaction is posted

Add primary_currency to the [User Object – API Reference](https://lunchmoney.dev/#user-object)

Create Default Categories from Auto-categorization List

Categories, Tags

Query tool stacked bar chart is broken

Twice a month recurring item only occurs once if billing day is 16th

Filter by Duplicates

Maintenance - Database Update (May 22, 2024)

Add indication of maintenance mode on login interface

Incorrect time ranges in the Query Tool

Sorting in Analyze by amount has unexpected behaviour

Transaction Spacing Changed on Mobile View

QR code image missing for 2FA setup

Commas should be stripped from numbers

Coast Capital Savings by Collabria - Canada

Institution Status & Requests

Integrate Venmo payment feed

Accounts, Assets

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