Bugs

When "Auto-review on update" is enabled, editing the category of an unreviewed transaction automatically sets that transaction as reviewed. If you then click the green review icon to un-review it, the icon is unresponsive.

I have a rule for Payee name which looks for 'A' and changes it to 'B' However, on the transaction page, the Payee name still shows 'A'. Clicking on the change history shows the below, but I have not updated the name manually. 2026-09-07 (2 days ago) by <user> Payee updated from 'B' to 'A'

On the Rules page, the "Are you sure you want to delete this rule" confirmation dialog has the "Delete this rule" button in teal. It should be red. On the Rules page, in the bulk "Confirm rule deletion" confirmation dialog, the "No, cancel" button should use 'ui grey basic button' (same as in the confirmation dialog when deleting transactions on the Transactions page) and the "Yes, delete" button should be red. On the Categories page, the "Are you sure you want to delete this category and all associated items?" confirmation dialog should have the "Cancel" button in 'ui grey basic button' (same as in the confirmation dialog when deleting transactions on the Transactions page) and the "Delete this category" button in red.

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 used to work before. When did it stop and why? And what needs to be done to fix this?

On the Transactions page, when you select multiple transactions and click on 'Bulk-Edit' and then enable the toggle for "Set category" and create a new category by clicking on "Add [category name]" in the drop-down, the toggle for "Set category" gets disabled. And even if you enable the toggle again and click "Save changes", the new category doesn't get applied.

In a filtered view on the Transactions page, newly added transactions (including snew splits) don't remain visible in the table unless the transaction date matches the url date. For example, if the url is set to 2026/02, then only transactions in February 2026 will remain visible in the table once added. Transactions with the date in January or March will disappear as soon as they are added. Expected behavior: All newly added transactions should display in the table, regardless of the active filters or the date in the url address.

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.

The colored segments in the Net Worth Tracker are not ordered the same as the accounts are listed in the tooltip on hover ("net-worth-tool-tip"). For many accounts, the shades of blue and red also repeat multiple times, making it hard to understand which account each segment represents. Ideally, shades shouldn't repeat AND should be ordered the same as the accounts listed in the tooltip. Also, when the display setting is set to show subtypes, the tooltip on hover shouldn't have the 'circle-color' next to the account type, only next to the subtypes.

Plaid changed the way synced transactions with the TRANSACTIONS_REMOVED webhook should be handled. This needs to be updated in Lunch Money to ensure removed transactions are also properly removed in the app, to prevent duplicates, as the duplicates have different transaction ids.

On /analyze (Query Tool) when I [Configure Datasets] -> [EXCLUDE TAGS] (pick a tag to exclude) -> [APPLY CHANGES], the amounts on the page update as expected to show without transactions tagged as the one I have excluded. However when I go back through the same steps to toggle off the [EXCLUDE TAGS], and [APPLY CHANGES], though the UI shows the "We are crunching some numbers!" spinner, the amounts do not update. Interestingly, even a refresh of the page does not fix the issue! I have to navigate to /transactions and back to /analyze to see the correct amounts. I have not tested other options in [Configure Datasets], I would expect similar issues.