Accounts, Assets

From the help page I found that now you have to add two transactions to each account, s opposed to one transaction of a value from one account to another account. Adding the two transactions is a bit tedious. I am starting to set up Lunch Money and I am getting a little lost have to add two transactions for each transfer I did. I am adding the data for 2025 and I have many transfers.

Support importing individual investment holdings from Plaid

Would be nice to add a url, and clickable icon, to account configs so one can one-click nav to any configured online banking page from any lunchmoney account page or from the list of account. For example on the home page if i hover over an account name, an external link icon should appear, so I can pop open the banking page in a new tab--with one click. On the Accounts page the external link icon could be in a column. It should only appear if it's been set up in the account details.

I just discovered that for some reason about 2 weeks of transaction data from my checking account didn't sync. Similarly last month I discovered that my Citi credit card has stopped playing nice with Plaid and required relinking. It would be cool if you could set an "Alert me if no transactions occur for X days" feature with synced accounts. This would allow users to be more proactive when things go haywire.

As for cryptocurrency manual asset addition, would it be possible to add stock tickers ? Many API providers exist for that, Yahoo Finance is one of them. https://rapidapi.com/blog/how-to-use-the-yahoo-finance-api/

I have a checking account for my business that I want to count toward my net worth, but don't want transactions imported or categorized for personal budget purposes. Would be great to have the option to exclude transactions from budgeting on an account-by-account basis.

Exclude certain accounts from counting towards the net worth displayed on the main page as well as balance history tracking. The total net worth on the Net Worth page should respect the filters.

Show balance, payments, principal, interest, taxes, etc.

Add support for Solana: https://solana.com/

Custom notes for each account: it would be nice to have a place to write things like loan interest rates, anything important to remember about an account, etc.