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Use rules to auto-group transactions
Jen
Use case #1: auto-group credit card payment and transfer transactions (match on the same amount)
Use case #2: auto-group credits + debits from the same merchant to denote refunds
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Jen
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Jon
If implemented, this will also tie to manual transaction entry on synced accounts, where the manual entry would "link" with the synced entry. This is something many other financial apps can do.
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Benjamin Pannell
Just in case someone else finds it useful, I've put together a GitHub Action which solves this problem space for my purposes (linking transfers between accounts and associating "spare change" transfers with a purchase).
The documentation (especially as it relates to the rules you configure in Lunch Money) needs some work - but you should be able to infer the gaps based on what's there.
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Reggie Azevedo
Would love this feature as well! Any ETAs on a release?
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Thomas
Use case #4: I have a lot of small transactions (<$2, usually) relating to ebike/scooter rentals.
I've long had an idea rolling around in my head to hack this together via API calls. Use the existing rule system to add a tag to the transactions of interest, then a periodic cron to do the actual grouping.
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Roy
If I could double vote on this feature I would! It's blocking me quite a bit to not be able to auto-group. All of my foreign currency payments result in 1. an initial charge, 2. then refund (these should be auto-grouped and I'd ignore them) and then 3. the "real" exchange rate adjusted charge. So currently my overview is quite messy as I've got a lot of USD payments and my main currency is EUR.
Jen
planned
Jen
under review
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Andras
Use case #3: auto-group payment and conversion/bank fee of that transaction (e.g. in Transerwise)
Jen
planned
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