Recurring Items

Please implement an option to define recurring transfers (e.g. monthly payment to an investment account).

Now one can only see recurring transactions for the upcoming month. It would be nice to have an overview of all planned transactions, in case you forgot about some.

I have several expenses that I pay automatically each month via PayPal, which thus show up in Lunch Money under both my PayPal account and my credit card account. I have these set up as "recurring transactions" in both accounts, but when the Rule to detect them fails, they get listed as suggested recurring transactions. And then I can't safely and reliably merge them into the existing recurrence, because there are two choices in the "existing recurring transactions" drop-down list with the same payee and amount, and payee and amount are the only information that list shows. Either it should always show the account, it should always show the category, or it should show one or both when there are multiple choices with the same payee and amount.

The workflow for finding and matching missing recurring items (of which I have many, a lot of which I can't understand why they aren't matching automatically) is clunky from the Recurring screen - you have to click back to Transactions, find the missing item, open it and find the relevant Recurring item (if it lets you) for each one. It would be much more efficient to start from the Recurring tab and do a quick search to grab and link the correct transaction.

Sometimes I have multiple charges that all go towards 1 recurring item (multiple currency accounts, reimbursement from partner, etc.) In February I have 3 transactions linked to 1 recurring item (i want this!) but now as of March I'm not seeing a way to link more than one transaction per recurring item.

In cases where you might end up paying multiple months of a bill at once after missing a bill, it would be nice to be able to link the transaction to the missed recurring item from a prior month after splitting the transaction.

Transactions have a field called Notes, which recurring items can update, but the GUI calls this field Description. There is also a field called Notes, which is a Description of the recurring item. Perhaps a better name for these fields would be: Description -> Notes Notes -> Recurring Item Description

Hi, please let us add tags to recurring items. Right now we need to add them after one by one.

I would like to modify the amount for any given occurrence of a recurring transaction without impacting the actual recurring transaction details so that I can better forecast cashflow for a given month. Example 1: Utility bills. I set an "average" for my power bill but once my bill is actually received I would like to be able to input what it will actually be as I often know that information many weeks ahead of when the funds actually pull from my account. Example 2: Credit card payments Similar to utility bill example. If I pay off the entire balance of my credit card on a monthly basis, I would like to be able to set the recurring transaction for that month to the known dollar amount.