Click on a category to be taken to a filtered transaction list
in progress
D
David
From the budget page, I want to be able to click on the current transaction total for a category, to be taken to the transactions view, with a filter set for the relevant budget period, and category. Mint has this feature, and it is super useful. When you are reviewing how you are doing on your budget, you notice a total that seems odd ("How did I spend so much on Grocery this month?!"), click on it, and go to the list of transactions. ("Oh the Microwave I bought at Target got lumped into my grocery bill, I will split it"). You currently have clicking on the total set the budget for the category, so will have to do some rework there. Alternatively, you could make clicking on the Category title have this function.
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Jen from Lunch Money
Merged in a post:
Filter expenses from budget
M
Max
When in Budget view, I would like to click on a category to navigate to the Transactions view and see a list of Transactions corresponding to a category. This helps troubleshoot budgets that appear to be too high or to low, due to mis categorization.
Jen from Lunch Money
in progress
This feature is currently supported in our new budgeting feature, currently in Beta testing! Get free early access at https://my.lunchmoney.app/community
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Carrie Ann
Agree! This experience happens to me all the time. It requires a lot of clicks, plus interrupting my review, to find any category mistakes/remind myself of oddities.