Bugs

On the Stats page, long merchant names (without spaces) will push elements beyond the card. They should be contained to their cell and continue to a new text line. Long merchant names with spaces or hyphens behave correctly.

On the Accounts and Net Worth pages, when updating the balance for manually-managed accounts on the last day of the month, sometimes the updates get saved to the next month instead of the current one. The updates should take into account local time, and as long as the update is done by 11:59PM in the local timezone, the updates should save to the current month.

When trying to upload a CSV to a saved configuration on Mozilla Firefox, the Upload button brings me to the "Match CSV" column page, but there is nothing to match and pressing the "Next: Column Settings" button doesn't do anything. I followed the same process on Microsoft Edge and successfully imported the CSV with expected behavior. System: Windows 10 with Mozilla Firefox (cookies and cache cleared)

In the Query Tool, the first column (eg. Categories) initially displays sorted in ascending order, and can be toggled to descending by clicking the header. If you then sort by any other column (eg. Total, Average or Count), then the sorting option on the first column is removed. Also, if there are group categories, the expand/collapse arrow disappears, because the subcategories are sorted independently from the group. Sorting by the first column should return to the original order and state, including the expand/collapse arrow for group categories.

On the Net Worth page, the historical balances for synced crypto accounts always appear in USD despite the primary currency being another. If you try to change the currency or the amount value, it appears as if it saves, yet when you refresh the page, it will revert back to what it was before the update. The updated amount and currency get saved to a new "deleted" account instead.

On the Overview page, Projected Net Income will only display if there are both income and expense recurring items set up. Currently, if there are only recurring expenses and no recurring income, then the Projected Net Income doesn't display. It should display regardless of whether both income and expense recurring items exist. As long as at least one recurring item exists, regardless of type, Projected Net Income should be displayed.

In this view: https://my.lunchmoney.app/analyze?opts=date_range%3DYear%2520to%2520date When I click on a the "View transactions (pop-up)" magnifying glass, I get a pop-up of transactions. When I then click to sort by amount, it doesn't sort. Chrome desktop.

During CSV import, if the CSV file contains columns with headers "original name", "inflow (amount)" and "outflow (amount)", automatically-map the header in the first step of the process. Right now, it remains on "Do not import" even if the CSV header is worded exactly the same.

If you have more than one budget account, the "Set as default account" toggle of a manually-managed account on Budget Account A will be disabled if it's enabled for a manually-managed account on Budget Account B. It appears that you can only have one manually-managed account set as default across all budget accounts. Instead, each budget account should independently support a default account.

As of July 16th, 2024, Coinbase no longer supports creating new legacy API keys: https://docs.cdp.coinbase.com/advanced-trade/docs/rest-api-auth-legacy The Coinbase integration needs to be updated to work with the new API keys.