Categories, Tags

Allow editing editing category properties and archived on date in bulk via the Categories page.

Introduce the option for additional subcategory levels, allowing for nested categories to better organize expenses.

I contribute a set amount to my IRA every month. I want this transaction to show up as an expense in my Spending Breakdown - I want to see that I'm sending money here every month. But at the same time, I don't want this to count as an expense in the "Period Summary" - I want my "Savings Rate" to reflect how much my net worth is growing over time and I want to track that savings rate on a monthly basis. I could mark the category as "exclude from totals", but then it won't show up in my Spending Breakdown. And if I don't mark it as "exclude from totals", it shows up in the spending breakdown as I'd like but it's counted as an expense for the savings rate calculation. One possible solution is the ability to mark the category as "savings" - these categories would show up like an expense in the spending breakdown but not count as an expense (or be tallied separately somehow) in the period summary. There might be other similar solutions that achieve roughly the same thing.

Allow users to set colors for categories and display throughout Lunch Money for quick and easy glances at the data

In the Auto-Categorization feature ( my.lunchmoney.app/categories/auto ), if you change the mapping for any category where transactions have already been categorized, you can't rerun categorizations. It would be great to have a "rerun" button to the far right of each individual category row in the table.

To be able to build a personal balance sheet in the query tool, can we have the option to tag accounts, not only transactions! Thanks

I have some rules set up whereby transactions are tagged so I can flag for my wife shared items. For attribution purposes I split larger items back into smaller items often when splitting or doing reimbursement or when things are like larger. Two things are a bit annoying, especially in the mobile Ui: Transaction tags are not maintained The tag row is not an option in that Split View for me to even manually apply on mobile

When an LM category is a substring of another, typing in the shorter category does not select it. For example, with the categories "Parents" and "Rent", typing the category "Rent" selects "Parents", when it should select "Rent". Expected behavior: When typing a category name, the system should select the exact matching category. Steps to reproduce: Have at least two categories where one is a substring of another (e.g., "Rent" and "Parents") Begin typing the shorter category name ("Rent") Observe that the wrong category ("Parents") is selected

For some reason, trying to define a category description longer than 200 characters will trigger the following generic error message: > Invalid value for property 'description'. String must contain at most 200 character(s) (screenshot 1) But when going just at 200 characters or a little under, but still above 140 characters, it will show this more specific error message: > Category description must be less than 140 characters. (screenshot 2) It seems that the generic string check is performed first… but it should show the strongest requirement to avoid wasting time of user trying to fit one, then the other. Also, since exactly 140 chars is allowed, error message should say "at most" instead of "must be less" (less being a strict comparison in English).