Bugs

On the Transactions page, when reviewing/unreviewing a transaction or clicking on the arrow to open the 'Edit Account' panel, that transaction row flickers. This has been reported on Chrome, for both Windows and MacOS. On Firefox (Windows), it appears to be highlighting the row as expected without flickering.

On the Trends page, the custom date fields accepts manually adding the day to the date (eg. yyyy-mm-dd), but only display as yyyy-mm. The calendar only displays year and month as well. The period picker's calendar should include days, so that you can see trends for more specific periods.

If you have a recurring item with a billing date on the last day of the month, when the last day of the month arrives, the item doesn't display as an available option in the ''Convert to Recurring Item' and 'Create from Recurring' flows. For example, if today is Feb 28th, then recurring items with the billing day on 'Feb 28' won't be displaying as an option.

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.

Under 'Display Options' on the Calendar page, the include/exclude option for 'Exclude from totals' transactions doesn't apply to recurring transactions. If there are recurring transactions and items with an 'Exclude from totals' category, they will always display, even if the option is set to exclude 'Exclude from totals' transactions. There should be an option to hide 'exclude from totals' recurring items as well.

I've noticed that when I'm filtering for transactions and clear the filter when I'm done, the filtered list of transactions remains. I have to either F5 refresh the page or click back and forth to another month to get all transactions back. This appears to happen when double filtering (filtering from an already filtered view). Example: Use the Quick Search to type a payee name ("Starbucks"), then change the month (eg. from "July 2024" to "June 2024"). If you then try to clear, it won't clear back to the original view.

When applying a filter, if you do not make a selection in each field before clicking Apply, the filter will fail, even when the apparent selection is pre-provided. (FilterBug1.png) While the filter fails, the system does indicate that a filter is currently applied. I noticed this first when attempting to filter Income values. If you add a criterion of "Income," the amount field defaults to a grayed-out "0" and the logical test of "equals." My expected use case was to select "greater than" and simply click Apply. Using the system this way results in the Filter dialog closing; the indicator that the filter is applied shows up, but the records are not filtered to match. Additionally, the "Clear" button does not appear, though the " Clear filter and show all transactions" text does. (FilterBug2.png) Understanding that the grey "0" could be interpreted as having no value provided, I tried this with another Filter, this time on "Category." When adding a category filter, the default appears to be valid as "Uncategorized," which would be a useful default. However, the behavior here is the same. If you follow the exact steps but use the drop-down menu to pick Uncategorized (which seems to make no change), then the filter will apply as expected. I believe the solution is to simply apply a real "default" value to the field and possibly add an error handling task for attempting to apply a filter if no value is specified.

Cash Management accounts should be limited to either the /transactions/sync or /investments/transactions/get to prevent duplicates.

After I enter the first amount of a split transaction, the top box turns red but the "amount left to split" number is also red, so it's hard to read. Either making all text in that box white and/or making some sort of a link to automatically fill that remainder in the last split amount box would be a nice improvement.

On the Overview page, under 'Accounts Overview', loan type accounts with a negative balance reflect incorrectly in the Est. Net Worth. While positive loan account balances are correctly subtracted from the Est. Net Worth, negative loan balances should be added (but are currently also subtracted). On the Net Worth page, everything is displaying as expected. The issue is only in the Accounts Overview.