I got a dividend payment today, just in time, and it came in uncategorized. I figured maybe there was no auto-category for dividend income since this is very new but there is and I do have it set. This is my Plaid metadata which is a lot shorter than regular purchase transactions; among what's missing are the "category" and "personal_finance_category" parameters.

@Jen as mentioned on discord, LM automatically started importing these individual transactions from my TD Ameritrade accounts w/o asking for opt-in. I didn't sign up for beta or anything - LM just started doing it. I had 100+ transactions load in and get mixed in with my payment transactions. Please make this opt-in for investment transactions, without removing the ability to have our investment account balances linked for NW tracking.

Investment transactions (not holdings) are now supported for our beta testers in the US and Canada! To join the beta, head to https://my.lunchmoney.app/community. Join our discord to follow the discussion, and use the normal bank syncing flow to report any issues.

Hopefully we get this soon?

The main feature I'm looking forward to!

Yes, I totally support importing investment holdings. That's the main feature this lacks. Otherwise super happy with Lunch Money. I honestly like it a lot more than Mint and I'm glad for the switch. I run my own business and figuring out tax deductions for all the different expenses is a breeze now that Lunch Money is in my life

I would like to voice my strong interest in this also - particularly investment transactions, not just holdings. I siphon a portion of my pay checks directly into investment accounts, so without this, my income level becomes distorted by the lack of those transactions and it throws the budgeting numbers off entirely.

I still can't believe Mint was free and tracked accounts / transactions / holdings over time.

This is a desperately needed feature for something that we have to pay for. I see this has been planned for a while, but with no action :/ Please make this a reality!

It would be nice to at least be able to enter in individual Investment transactions so that we could see the amount of shares, purchase price etc. Instead of only the current value.