Categories, Tags

Use case is I want to pull in all accounts in a household - tag accounts as mine/wife/shared and be able to filter transactions easily - without having to tag individual txns. I can imagine other use cases where I want to tag specific accounts in other buckets like businesses. Honestly not sure how that would interact with budgets - I don't care too much about that side of things. But I want to be able to search and filter transactions and see totals with these buckets as more of a first class concept.

I need to annotate a category as "Discretionary", "Non-Discretionary", e.g., a personal loan payment vs specialty grocery transaction, and other values which can't be inferred, e.g., income transaction in an expense account. This is useful for budgeting, cash-flow projections, and analysis. Using the category description field is a hack. Using tags is unwieldy and cumbersome Using existing category hierarchy is too rigid This is not auto-tagging transactions per category. This is not annotating tags This is, in a way, an extension of the category group concept, but traverses category groups without forcing a hierarchy.

Hover over a category in the Transaction list, see icon to open new tab with transactions filtered by the category. Currently this takes several clicks. There are other requests like this but not exactly this.

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 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.

I would like the ability to open a category Group, and from there create categories that would be inside that group. Currently, I need to make the category and then drag it into the category group.

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

I made my budget without using the already built budget with category icons. I want to add them now and I can't figure out how unless I add another budget to my existing one and do a bunch of merging. Can you make category icons an option for adding later.

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

On the categories page, allow bulk deleting categories. This is especially relevant now that we offer the ability to create categories in bulk using preset categories.