Categories, 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.

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

In Lunch Money, I recorded the loan, but when I go to the transactions and select the loan account, it doesn’t appear there. I also researched this, but I couldn’t find any option to properly record the loan. When recording a loan, the payment should reduce the total loan balance. The transaction should be split into two parts: Interest expense (recorded under Expenses) Principal amount (recorded under the liability/loan account) The interest expense is being recorded correctly, but when I try to choose the loan account for the principal portion, it doesn’t appear. If you have any information on this, please let me know.

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

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

With the new custom ordering feature, there isn't a way to re-sort the categories alphabetically. So, adding new categories will always be at the top.

I’d love to have the ability to import and export Categories and Tags independently of transactions. This would make it much easier to migrate data, back up my custom category structures, or share setups across different Lunch Money accounts. Thanks!

Example would be if I had multiple properties. Both have a mortgage, power, water, internet...

We can make a note for a category for a given month. But I would like to be able to make a note for a category in general, to note things like: what items I want to include or exclude from that category thoughts/plans for budgeting for that category. e.g. an annual amount that I need to track against monthly budgeted/spent amounts.

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