Budget by tag, merchant, account, etc
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Jon Eckert
Currently, budgets are created from categories. This is the most obvious use case, but there are scenarios in which I would like to be able to create budgets from tags, merchants, or a combination of all of these. I believe this is something that Copilot does well.
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Jonathan Lovelace
Even with the improvements in the currently-"beta" new budgeting features, the one reason I have to keep a separate budget spreadsheet is that for some categories (specifically charitable giving) I want to have line-items per recipient, and for some category groups (travel) I want to budget by tag rather than by category. If LM added this feature (and it worked well---no double-counting of transactions, for example), I could finally leave my cumbersome spreadsheet behind.
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Graham Cooper
Yes please! I think there is some features missing when sharing this with a partner, and budgets by tags is a good initial addition :D
Jen from Lunch Money
Came across another interesting feature request to allow creating a budget for a particular bank account!
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Etienne Bido
Jen from Lunch Money: yes this is definitely requested. I would like to manage multiple bank accounts but for example my wife has different budgets than I do.
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Erin Lewis
Jen from Lunch Money: yes I would like this as well. Would be nice to make filter the budget by account and I think it would work this way.