Transactions

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.

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.

Not infrequently, I want to search for a bunch of transactions and do some bulk action over them in the Transactions view. I'm only doing simple searches that could be served by the quick search toolbar, but because I want to search across all time and not just the current month, I have to open the search modal to change my search each time, which takes several more clicks and distracts me from what I'm doing. Instead, the time range selector and quick search bar could stick around when any of the non-default time range options are selected. Then I could just leave the selector on "All time" and do the searches I need one after another without bringing up the filter modal.

I have travel expenses which are both in my home currency (the ones automatically converted via credit card) and logged as cash in the foreign currency. When exporting transactions, I would like additional columns displaying: all transaction amounts in my home currency the daily foreign exchange used rate used to convert that transaction This information is already available via the Analyze section, but I would like to be able to export this at a transactional level.

Sometimes some of my transactions from my bank are not imported properly, for whatever reason. This puts the balance out of whack. I need to be able to reconcile this balance instead of haphazardly updating it -- need to figure out which transactions were imported and which were not. This is a very tedious process right now :(

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

I'd prefer it if, after splitting a transaction, each new split transaction was automatically marked as reviewed, since I've essentially done my review while splitting the original transaction.

Reasons: (1) transaction name/label can differ between Transactions section ("payee" field) and Rules section ("original_name" field), which can result in some confusion, especially when auto-creating a rule via categorizing a transaction in the Transactions section (see screenshots/discussion) (2) ultimately potentially revealing more details about the transaction (which can help the user understand what exactly the transaction was) Possible implementations (within Transactions section of site): (1) in the Payee column, an optional "subheading" for each transaction showing the original_name field (see last screenshot) (2) separate optional "Name"/"Original Name" column. See attached screenshots

Steps to reproduce: Enable some sort of filter (i.e. payee contains 'Home Depot'). Click on transaction and "split" the transaction, click 'Save'. Expected result: Newly split transactions matching filter should appear inline. Actual result: Newly split transaction(s) matching the filter disappear.

Would be great if cost basis for investments could be included so it was possible to calculate unrealized gains (would make it easier to calculate net-of-taxes net-worth).