Transactions

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

Including this as an option would make it easier to to only review transactions that are 'new' and not associated with any existing categorization rule.

Similar to the investment transactions request. It's currently not possible to track interactions between managed crypto wallets (ex. Coinbase) and my bank accounts. This also would allow importing my wallets that currently have a balance of 0 since those seem to be filtered out (presumably to avoid account spam when Coinbase adds its new currency every few months).

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 :(

I have a lot of transfer transactions and investment portfolio rebalancing transactions that I don't include in my budget or trends or totals (per the category options). However, they still pop up in the transactions page, and clutter up the space. I end up having more of these "fake" transactions than "real" transactions on the transactions screen. However, I don't want to delete these transactions. It would be good to have a way of "archiving" these transactions (especially via an automated rule) that hides the transaction from the "transactions" view unless you bring it back via a toggle "view archived" or something similar. The "archive" feature should be triggered either via a rule, via a button on the transaction information page, or there should be an option to automatically archive when assigned a specific category, similar to the "hide from budgets and trends" feature.

As a user, I would like to add the following formatting to transaction notes: (un)ordered lists text formatting (bold, italics, strikethrough) headers Related to and depends on https://feedback.lunchmoney.app/transactions/p/multi-line-notes . This (and the linked issue) may conflict with the intent of the notes feature by over-weighting it (i.e., maybe if my transaction notes need headers, then Lunch Money isn't the place for that?).

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.

I have many accounts in different currencies, it would be very convenient to be able to use the ‘Transfers’ function to be able to enter these transactions in different currencies. I saw that there was already a request of this type but it was closed due to inactivity. I would like to reopen it so that it can be resumed as a development.

Said another way, allow for pending transactions to be edited. Say I purchased fuel, and that transaction is pending with an amount of $1. I would like to be able to fill in the known amount (say, $40) and have that amount be reflected in totals and budgets. If the posted amount differs from the previously anticipated amount, perhaps there could be a UI element similar to that of "marked as deleted" transactions that informs the user of that difference and asks them which value should be kept. Related (to the idea of editing pending transactions): https://feedback.lunchmoney.app/transactions/p/pre-approve-pending-transactions

Right now if you transfer money from one account to another, it groups the transactions and shows the amount as 0. Transfers should display the total amount transferred so that anyone can look at the transactions page and know what's going on, without clicking on a transaction to see the amount transferred.