Implement delete using "deleted" tag
If delete were to be implemented using a tag, we could easily browse deleted transactions (and even undelete them) using existing UX.
Cash flow forecasting
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
Display amount transferring instead of 0.00
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.
View original date in transaction details
When editing a transaction that came from an institution import, it would be very helpful to see the original date on the transaction (perhaps only visible if the user has changed the date manually)
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 :(
Use transaction date not post date
I propose to use the transaction date like financial institutions such as Chase do when displaying transactions, not the posted date. I'm sometimes confused in Lunch money because I see transactions displayed on dates when I know they didn't occur. For example, see the screenshot with coffee shop transactions that in Lunch Money appear to occur on the same date, but did not. Chase displays them on different days, which is accurate.
You need to add the capability of selecting a transaction and duplicate it but set some different date and notes.
Get Amazon Transaction Details
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.