Categories, Tags

A small improvement, but would be helpful when adding tags: When the tag picker comes up, the text entry box is focused. Typing in the box searches your tag and selects the closest match, enter/return selects the highlighted match and adds to your tags, and clears the search box. Perfect UX to this point. However, with an empty text box, by default the "first" tag (alphabetically) is selected by default. This is an issue, as there is no way to select "done" with the keyboard (or at least no intuitive way). I would prefer that if nothing is typed in the box, nothing is "selected", and the Done button is default selected. So with this, you could type to search tags, enter to select tag, and a second enter would dismiss the box. Or you could type to search for second tag, etc. However, you should retain the ability to up/down arrow page through the list, only insert the "done" button at spot '0' in the list. So with nothing typed, with down arrow you would select the first item, then second, etc, through to the last item, where you would wrap back around to the done button. Vice versa for up arrow.

It would be super useful to apply the full range of colors for tags

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.

Many people "pay themselves first" or include a line item in their budget for savings. This of course makes those transactions an expense which are not then included in the savings rate. It would be nice to be able to designate certain categories as a "savings expense" or something so that they are included in the savings rate.

This helps most during the onboarding phase. The set of “auto-categories” is great for helping a new user to start getting their arms wrapped around the volume of data. However: Transactions are not always categorized properly, sometimes entirely. In addition it appears you can only “re-run categorization” once to get a modal showing just the transactions for a newly created category; if you run it a second time you are shown all transactions left to categorize. When the modal pops up it does not contain information about what the category is meant for, i.e. the description that helps a user statelessly determine what is meant for this category (“Does this insurance category include pet insurance? What did the description say again?”). For me this results in this process: Open three separate tabs: Categories, Auto-Categorization Settings, a second Auto-Categorization Settings. In one of the Auto-Categorization Settings tabs, select a single “missing” category to create. Click “re-run categorization”. In the second Auto-Categorization Settings consult the description to make accept/reject decisions in the first Auto-Categorization Settings tab. If none of the transactions match: go to the Categories tab and manually delete the newly created category, as it’s not applicable to my set of transactions. I find myself wincing a bit every time an auto-category turns out to be inapplicable to my scenario as I’ve got to go make a context switch, find the category in the Categories tab, and click extra buttons to clean it up. Being able to preview what LM thinks belongs in the category before creating it would help a lot . For extra points, being able to tell LM “none of those transactions fit” and clear it from “missing” categories while deferring the context switch for manually categorizing would be great.

Allow tags to exclude transactions from budget or total or be treated as income the same way Categories work

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

I have category groups that share children with the same name as other category groups and would like to be able to use the same category name twice. So, for example: * Property 1 - Income - Expenses * Property 2 - Income - Expenses I could prefix all the subcat names but ideally i'd prefer not to do this. It would be nice if all categories were namespaced internally by group (with a default "global" group) so that there wouldn't be conflicts with category group children having the same name as another group or the global group.

If you're attempting to use the API, it's helpful to be able to easily pull category IDs from the UI. Right now there isn't a way to do this. Would be great if there was an "ID" on this page.