Make easier to add simple, repetitive cash expenses
C
Curro
I would like to add my everyday cash expenses in the easiest possible way, so I do not have to populate all the fields when I create a new cash transaction. I would like a button similar to 'Add to Cash' but pre-populating with the last manual cash transaction, so I just have to change amount and Save, minimizing the time of adding the transaction.
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Din from Lunch Money
Heya!
I'm happy to say that there's a 'hidden' Quick Add Transactions feature available on this page here: https://my.lunchmoney.app/transactions/new
When adding transactions from that interface, the Date, Tags and Account fields will remain filled in with the previously used value, so you only need to enter the category, payee and amount.
This feature is not linked to from within the app, but is mentioned in the Knowledge Base here: https://support.lunchmoney.app/finances/transactions/transaction-actions#quick-add-feature
Let me know if this helps! :)
J
Jonathan Lovelace
Back when I was still commonly making purchases with cash, I would as often as not have the same
series
of transactions several times a week, but more rarely have the same
payee twice in a row. If my life returns to a pattern like that I would appreciate a feature that lets me "copy from recent" without limiting me to the single most recent transaction.Another idea would be to, when the user invokes the "Add to Cash" (or other add-transaction-manually) feature, have the cursor start in the "Payee" field and, when the user has selected a payee, auto-fill the other fields (or have a button to the left to auto-fill them?) from the most recent transaction for that payee. (My parents are still using their old copy of Quicken 2001, entering all transactions manually, and while I'm not
entirely
sure how it works, I know that it does something like this.)