Lunch Money
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Boards
Transactions
137
Budget
65
Recurring Items
35
Overview
45
Calendar
15
Net Worth, Stats, Trends
31
Query Tool
27
Categories, Tags
27
Accounts, Assets
44
Rules
42
CSV Importing
23
Developer API
29
General Feature Request
74
Getting Started
3
Institution Status & Requests
201
Bugs
186
Mobile App
26
Roadmap
Filters
Planned
8
v2: Sync budgeting period across other pages, like transactions
Budget
15
Mobile App: Improve new transaction experience
Mobile App
4
Mobile App: Loan/Credit Card Balances are incorrectly calculated in Accounts Overview
Mobile App
2
Create Tags Endpoint
Developer API
3
Allow partial transaction insertions (or upserts)
Developer API
7
Newly split transactions not treated as split transactions
Bugs
35
Balance History (Net Worth Tracker data) endpoint
Developer API
39
Import Net Worth from mint
CSV Importing
25
Rules Endpoints
Developer API
164
Mark a recurring item as "not expected" for current month
Recurring Items
91
Use rules to auto-create transactions
Rules
39
Set an "anticipated" amount for pending transactions
Transactions
In Progress
7
Beta: In Budget Settings, allow setting "rollover management" and "one-click budgeting" for a Category Group
Budget
11
Button to reset budget rollover amount to $0
Budget
6
Sum group total
Budget
3
Set budget automatically for some categories
Budget
10
Click on a category to be taken to a filtered transaction list
Budget
16
Improve page load time and app speed
Budget
24
Budget - collapse/expand groups
Budget
28
Notes for budgets
Budget
42
Ability to hide zero dollar budget categories
Budget
16
Delete transaction endpoint
Developer API
8
Improve error messaging in API
Developer API
35
A single click way to "accept" all suggested budgets
Budget
68
Total for budget
Budget
57
Separate Rollover from Fixed Budget
Budget
77
Show amount of unallocated income
Budget
72
Set a recurring budget
Budget
99
Set a budget for a year
Budget
78
Custom budget periods
Budget
266
Zero-based budgeting
Budget
29
OpenAPI Spec
Developer API
156
Wealthsimple
Institution Status & Requests
Complete
11
Beta: 'Available' column in Budget Breakdown has inconsistent coloration and ignores projected spend
Bugs
2
v2: Currency isn't respected for individually set one-click budgets
Bugs
1
v2: Clicking "Move" multiple times repeats the operation
Bugs
16
v2: When Budget Period is "By Calendar Month" show budget title as "January 2025" instead of "Wed, Jan 1 - Fri, Jan 31"
Budget
1
v2: Expected Income amount incorrectly shows as "Left to earn"
Bugs
1
v2: Issues with custom monthly budgets starting on day 29, 30 and 31
Bugs
1
v2: "Rollover to general pool" for income doesn't work with "Base Income On Budgeted Income"
Budget
3
v2: Settings view indentation doesn't respect dark mode
Bugs
3
v2: Income categories excluded from budget reflect in 'Left to Budget' on Overview page
Bugs
2
v2: Move rolled-over funds without changing current-period estimate
Budget
2
v2: Pad budget tooltip displays income as negative
Bugs
2
Mobile App: PIN code and FaceId
Mobile App
1
Mobile App: Crypto accounts remain in Accounts Overview after switching budgets
Mobile App
3
Mobile App: Support decimal comma amount notation
Mobile App
37
v2: Support category group budgeting
Budget
3
Mobile App: Order accounts by balance in 'Accounts Overview'
Mobile App
1
Mobile App: 'Apply Filters' button gets pushed out of view
Mobile App
5
Mobile App: Account Input should display Plaid Accounts as well
Mobile App
7
Mobile App: Support Bars as % of Budget in Spending Breakdown
Mobile App
3
Mobile App: Add "Referral" Share Button
Mobile App
3
Mobile App: Support custom date ranges in period picker
Mobile App
5
Mobile App: Add ability to switch budget accounts
Mobile App
10
Mobile App: Improve text entry and keyboard experience
Mobile App
2
Mobile App: Support changing currency of existing transactions
Mobile App
8
Mobile App: Add ability to delete transactions
Mobile App
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