Categories, Tags

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

At the moment if a category is part of a category group, its properties can only be inherited from the category group properties. It would be ideal to be able to set/unset properties from specific categories in a group. E.g. if I don't want to have food delivery added to the budget and/or totals of the food category group

Currently, it's impossible to drag-and-drop a category under a group directly at its last position, because it needs to be put at least one place above the last group's child category to be moved inside the group. This is a tricky UX issues, but many websites (and game engines, which use hierarchical node tree a lot) solve it by detecting when the dragged item is just below the group's last child, and not too far (some UI show a horizontal bar that is more narrow when placing under a parent, but in your case the "Move to group (group name)" text should be enough), so you could do something similar.

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.

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

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

Hi, I'm importing my categories from a YNAB export using the "Add Preset Categories - Custom (Advanced) workflow by pasting categories and subcategories as a text list. So far this is working great. However the sort order of categories and subcategories is changed and sorted alphabetically which is not ideal as I have everything custom ordered from most to least important. I would love if the import would maintain the sort order of the pasted text :)

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 have join the lunch money and so far I'm liking it! Our goal with this app was to see how me and my partner are sharing cost, from our personal credit cards and personal bank account. It would be a really use full creteria to see a specific category and see how much I paid for groceries and she did, and compare.

When deciding on what categories I want to use---and especially after importing transactions from Mint, which has "categories" and "sub-categories", both of which can have transactions assigned to them---I end up with a large list of categories, including several that I realize I want to be category groups instead. But there's no way to make a category into a group, or (if I created a category group and then decided that would be better as a category instead) vice versa.