Transactions

With PDF statements from my Chase bank, the year is imported inaccurately for December transactions appearing on a January statement. For example, Jan 2022 statement shows Dec 2021 expenses, which are imported as Dec 2022 transactions. An easy fix would be to bulk-edit and change year only. However editing "date" requires setting each transaction to the same day. Can you allow editing "year" only?

I am really enjoying the grouped transactions feature to match up purchases with refunds or reimbursements, but I find it's a little too "destructive". The transaction that gets subsumed, so to speak, effectively disappears from the transactions ledger on its own date. What I'm doing here is splitting off the portion of a cell phone bill I get reimbursed for by that line user and then combining the split purchase and the reimbursement transaction, so they zero out. What I'd like to happen is to still see some indication on Feb 5 of this happening since the purchase was weeks later. If they match exactly and zero out I think it would be easy enough to just show another $0 line item. I'm not sure what you could/should do if it doesn't zero out cleanly like this. Maybe that's why it works how it does.

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 :(

When I'm on the Transactions screen setting Category for a transaction, I can type to search the list of Categories. When I press Tab, instead of moving to the next field in the transaction, my focus jumps to the URL bar.

From user: When I type in the quicksearch text input on the https://my.lunchmoney.app/transactions tab, the query automatically gets executed without me pressing ENTER. That is a bit annoying, but I guess it's okay, just personal preference. The problem is that the text input loses focus, so I need to click it again to type one more character, then click again for another one, and so on. Would it be possible to either make the textbox focus sticky or remove the automatic execution quicksearch-as-you-type please? I think pressing ENTER when I'm done is the expected behavior.

I thought this used to be an option, but recently when I tried to group a payment from my partner (for a bill that we split) with a recurring item (the bill paid in full from my account), it would not allow me to group the items together. Would be great if we could do this so it shows the accurate amount I personally paid on my Recurring list and on my calendar, rather than the full amount (which has been partially reimbursed in a separate transaction).

Probably an annoying request. I'm looking for something similar to Mint that allows me to "Hide from Budget and Trends." That way I can keep the transactions in sight but not in my stats.

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.

Deduplication would become a whole lot simpler if I could match transactions on the actual time they took place instead of on the date. My banking data has the time in the meta data, but only the date is imported. Due to an issue in reconnecting to my bank, I have duplicates of all transactions imported over a period of 1 year. A simple deduplication based on transaction time would have been 10 seconds work, but now due to date and amount being the only matching criterea available, it now also highlights all other transactions with the same amount on the same day. For instance, I get the same cup of coffee 3 times a day at work, so these are all flagged as duplicates, whilst they are not. I now manually have to review every transaction, which is a pain. I could also imagine that this would be resolved in a more extensive deduplication feature where I can also filter / use invisible data (like all the data fields available in the "Imported Transaction Metadata" imported from Plaid.

When you split a transaction, it creates two parts by default. It would be super helpful if, after entering the amount for the first part, the second part automatically filled in with the remainder (total - split 1). Right now, you can get this behavior by deleting the second part and adding it again, but having it happen automatically would save time and make things smoother.