Bugs

Plaid-synced transactions typically have both an authorized date and a posting date. When “Use authorized date” is enabled, the transaction date is set to the authorized_date value. Currently, if Plaid updates the transaction's date value, that new date overrides the transaction date in Lunch Money, despite the authorized_date value remaining unchanged. The "User authorized date" toggle state should be taken into account, and if the authorized_date is used as the transaction date, then only an update to authorized_date should alter the transaction date.

Newly added transactions are not returned in Quick Search results or when using the Advanced Filter option with General Search or Notes . The newly added transactions show up in results after a page refresh.

Traditionnally, in Swiss Francs (CHF), the currency symbol is displayed before the amount. As appears in Lunch Money : 123 CHF As desired : CHF 123 Can you change the order of the symbol and amount ?

When viewing the Rules page, editing and saving a rule on any page other than the first (e.g., page 2 or 3) causes the page to automatically jump back to page 1 instead of remaining on the current page.

Not infrequently, I want to search for a bunch of transactions and do some bulk action over them in the Transactions view. I'm only doing simple searches that could be served by the quick search toolbar, but because I want to search across all time and not just the current month, I have to open the search modal to change my search each time, which takes several more clicks and distracts me from what I'm doing. Instead, the time range selector and quick search bar could stick around when any of the non-default time range options are selected. Then I could just leave the selector on "All time" and do the searches I need one after another without bringing up the filter modal.

On the Transactions page, when there are multiple pages for viewing transactions, the page you are on remains fixed as you switch views. This means that if you are on page 3 in the initial filtered view but then switch to a view that only has 1 page, you will not see any transactions (because they will only appear if you are on page 1), and you cannot change to page 1 because the page numbers don't exist in that view.

On the Recurring page, when creating a recurring item, it's possible to accidently set an end date that's earlier than the start date. This appears to create the recurring item because the associated recurring rule is created on the Rules page, but the recurring item is not visible anywhere on the Recurring page.

Statistics don't load, even with fresh demo account the widgets are stuck in "Loading data...". See screenshot

When importing transactions via CSV and saving the import configuration, the selected date format isn't remembered for future imports to the same account, despite having "Save import configuration" enabled. The saved configuration should retain and correctly apply the selected date format on future imports. It should save whether proceeding with the automatic date parsing, or if using the 'Fix Dates' feature.

Currently, rules ignore transactions that are associated with suggested recurring items. Since those transactions can be revised, split and grouped via the Transactions page, then those transactions should also accept revisions through Rules.