Categories, Tags

I imported a bunch of categories from Mint; it'd be great if I could use the auto-complete inputs we have in various places throughout the app to select categories to put into a group when we edit/create it, since drag and drop is quite painful when you have many categories.

I look at the autocategorization list and the groups and categories there make sense. However, it looks like I have to individually create categories and groups that match those, and then associate each one. It would be great to click a button that says "Create categories that match these", and then be able to click another button that says "Suggest matching categories for these items" or similar. That would turn a very tedious onboarding process into a few clicks from a great template that I can then tailor to my needs.

In the categories page, it would be nice to be able to collapse category groups with an accordion view. This would be useful when rearranging category groups without needing to drag across so many category rows.

It would be very convenient to have a link to transactions marked with a tag from the tag list

Create a manual sort order for categories that are used in reports and elsewhere

Currently calling the get all categories call does not include the children attribute. All the children are present in the return but would need to me manually mapped together by the consumer. There could be use cases where it would be useful to have the attribute be available. Maybe something like a display: nested option on the call if there is enough interest.

Allow drag-and-drop or option to move categories to another group from the modal or add category to a group on creation

Allow archiving unused/old categories so they don't show up in dropdowns, but still exist for older transactions

When setting up categories when first onboarding, I want to be able to quickly delete categories I don't think I need. When I do this currently, it asks me what I want to "merge" the category into. This is unnecessary and slightly confusing when it's an unused category

I'm importing my categories from YNAB and I have a category called "💇‍♀️ Haircuts & Shoes & Beauty / Health" which already seems fairly short to me but Lunch Money is complaining that the length needs to be < 40 characters. Is there a reason the length constraint is so aggressive? Can it be lengthened? edit: I also don't think it's counting emoji fairly - I've got a category "📱 Phones / Mobile Devices (⌛️ 27th)" that should be 36 chars, and "🥾🏞️🎣 Hiking / Hunting / Fishing" that should be 34 but I'm getting the length error