Bugs

Gold (XAU) and Silver (XAG) are available as primary/support currencies and should be supported to use as currencies for manually managed accounts. Currently failing with an error.

If you are on any past or future period (not the current month), and you try to create a new transaction on a narrow screen (via the side panel), the date field is automatically filled in to the first of that month. If you don't edit the date, it will fail with an "Error creating transaction". If you click the date field and manually set the date (even if you choose the exact same date that was already there), it will resolve the issue and you'll be able to successfully create the transaction.

When creating a new synced account connection via the Plaid flow and then using the "Yes, I am merging this with an existing account" option in "the 'Setup Account' dialog, the existing account should be removed after all the transactions, balance history and other properties are merged into the newly synced account. Right now, the transactions and balance history appear to transfer successfully, but the previous accounts are not getting removed. They remain with "Inactive" status. Expected behavior: the old account(s) should be removed after all data is transferred to the newly connected account(s).

If you go through the "Upload to multiple accounts" option for CSV/PDF import and choose to create a new account on the 'Review Accounts' step, a red error notification will show up on the last step and the transactions associated with that account will fail to insert. Note: The account does get created, and if you exist the import flow to view the Accounts page, you will see the new account there. BUT, even though it does seem to be create the account during the process, if you click 'Back' in the import process to return to the 'Review Accounts' step, that account still doesn't show up in the dropdown.

In the Budget Breakdown on the Overview page, hovering on an “Available” amount will always show the 'Projected to spend' value with a dollar sign (USD), even when the primary currency is another. For example, if the primary currency is EUR, the available and budgeted amounts display with the EUR symbol while the projected to spend displays the EUR amount with a USD dollar sign. While the numeric amount displayed is correct, the currency symbol does not match.

When choosing to "...keep data in a new manually managed account", the manual account is not created. The transactions remain, but display "Missing account". The balance history on the Net Worth page remains and displays associated with the removed account.

When transactions are grouped or split, hovering over the amount field in the Transactions table displays debits as positive and credit as negative in the breakdown. This is the default, regardless of whether you have the "Show debits as negative, credits as positive" preference enabled or disabled. If that preference option is enabled, the tooltip should be displaying debits as negative and credits as positive instead.

If you try to change the 'Archived on' date for an archived category, the green confirmation message appears, but the new date doesn't actually save. If you open the 'Edit category' panel again, it's still set to the previous value. Additionally, categories with a date set to the previous month are still showing up in the current month.

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 (eg, by amount), it doesn't sort (it seems to refresh the page). Chrome desktop.

When clicking on "End trial & pay now", the 'End Trial' confirmation dialog always displays the amount to be billing in USD, even when users have their billing currency set to CAD or EUR.