Account Backup for post trial
K
Keaton Lee
Sometimes due to financial or other reasons, someone might now be able to sign up for some time after the trial period ends. Currently the account and all the current configurations are deleted 5 days post trial conclusion.
Setting up categories, rules and tags is very time consuming. If someone identifies they want to use the app but must wait for a few months it is a deterant to come back later because they must spend hours setting up custom configurations all over again. To be able to give LunchMoney a fair test its necessary to set all those configurations up and then adjust as the trial is running. If you then loose all your progress that will be incredibly frustrating.
If possible 1 or both of the following solutions could be implemented.
- Turn off the data sync for the user, set the account as inactive and retain that user account for a period of 6 months to 1 year. A month to 2 weeks send an email to the user notifying them that their account is at risk of being deleted permanently. It doesn't make sense to retain their info if they've totally lost interest but it does if they're still planning on transitioning. This follows the behavior of DropBox.
- Allow for export and import of configuration of key areas such as Categories, Tags, Rules ect... These configurations could be exported as Json as that Json is already returned for all the areas at the time of login to LunchMoney as an api call for each area is triggered automatically and their values are then stored for quick navigation & performance.
Although I do acknowledge this might be something that could accomplished using the public api via a custom integration, thats not a viable solution for the average user.
This feature/retention modification would provide greater incentive and a lower risk for people to try and adopt LunchMoney.
Log In
W
William
I like the idea of a full backup for a different reason.
The data is valuable and the setup takes time as you said. It would put me at ease if I could have an automatic backup in some readable format like CSV. Currently I know I can export the transactions, but it's not a full backup as grouped transactions are not shown properly, and it doesn't account for the categories, accounts and budget.
Again, that is a feature that would put be at ease as it would give me ownership of my data. But as long as Lunch Money is reliable and there is no data loss, it remains a non essencial feature (for the use case I have described at least)
K
Keaton Lee
William I love that idea. From a development standpoint I think my initial suggestion will be easier to implement but I would love to see your suggestion added as well, I think it will just be a little more technical lift.