Transactions

This would enable one to quickly take a look at all recurring items, like subscriptions, etc, in order to find subscriptions to cancel and ways to save

The metadata on credit card transactions identifies the actual card user, even when there are additional authorized users. It would be beneficial to import this information into a new transaction field. This way, if a person has authorized their entire family to use their credit card, it would be easier to determine which family member made a specific transaction.

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 :(

From the transactions page, I can enter a search term into the quick search box, and then expand the date range from the dropdown. However, if I start by expanding the date range, the quick search bar goes away and I have to launch the filter dialog. It feels like the quick search should remain available when selecting a different date range from the dropdown.

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

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.

Often Lunchmoney shows an overdue expected recurring item on the Recurring page when the transaction has in fact taken place but has not been picked up by the associated rule. Currently to fix this, user has to go to Transactions, search for the item and go through the Convert to Recurring Item flow. This is inefficient, particularly if there are multiple items to fix. Instead, provide functionality in the Edit Recurring Item sidebar for users to search/ filter and select potentially matching transactions and link them in place. Bonus points for editing the associated rule so they are caught next time.

I have some savings accounts that are not automatically imported. When I make transfers to these savings accounts, I have to create the movement manually. Lunch Money could at least have an option to duplicate transactions.

I very frequently use the "Quick Filter" option, and I also rarely want to search within just the current month. Typically, I want to search either "This Year" or "All Time". It would be very convenient if I could set this as a default option.