Transactions

Use case #1: setting aside X amount every 2 weeks Use case #2: prevent adding new transactions in the future from updating manually-managed account balance until day of

Create cash flow forecasting feature to know how much money you may have on a given day in the future based on recurring items and set budgets

If you are like me I buy ALOT off of Amazon.com So because its too much of a pain to break down those purchases into categories I just create one Big one called "Household Goods". Its a BIG category. It would be very helpful if we could get some of that data and improve the splitting of the transactions based off that info to improve the analysis of our spending.

When grouping two (or more) transactions, the Create New Transaction Group wizard seems to inherit the soon-to-be transaction group's details from whatever happens to be the newest dated child transaction. It would be nice if there were like radio buttons or something to that effect to repopulate these details from another one of the child transactions rather than having to retype all that.

Right now the biggest blocker to me getting more value out of this is that sorting through transactions is really boring and doesn't have an associated sense of accomplishment. A simple status bar that shows what percentage of the week/month/year you've categorized so far would really help me in terms of moral.

Sometimes there is a need to add, subtract or calculate a percentage of a given amount. Would be nice to be able to do so directly in the amount field. This is particularly useful when adding transactions manually, but also for editing existing.

It would be nice when splitting items that beside the dollar amount field the users could add a configurable buttons that will add a percentage to the dollar amount entered IE +GST +HST or +G, +H and the user could sent a percentage. Basically in the configuration section, allow that user to add a text label and then a percentage. This way when you are splitting a receipt for example between groceries and clothing and disposable income. All the values on a receipts are normally shown in non taxed format but normally have the tax code beside them. Right now a user would have to manually calculate that value then add it to Lunch Money. It would be nice to have those buttons right there so you can enter $6.99 then hit +HST. My suggestion would be to make all the + buttons go away after you have pressed one so you cant hit it twice. If the user edits the total field then the buttons would come back This will really help splitting receipts faster and easier!

It would be great to have something similar to the What-If features offered by PocketSmith: https://www.pocketsmith.com/plan-ahead/what-if-scenarios/

Add support to sync with Green-Got. https://green-got.com/

It would be help to have more of a "set and forget" aspect to the categorization. It seems to require a lot of watching currently. If we could apply LLMs to the categorization it may help to automate this.