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.

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 :(

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

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.

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.

Use case #1: setting aside X amount every 2 weeks Use case #2: prevent adding new transactions in the future from updating manually-managed account balance until day of

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

Currently, declaring "Everything from this payee belongs in the Groceries category" requires: Clicking the arrow to the right of a transaction in the transaction tab Scrolling down and clicking "Create a Rule" Clicking the x to remove the account autopopulated portion of the rule Clicking the x to remove the amount autopopulated portion of the rule, leaving only the payee name contains part Clicking Add action Clicking Set Category Clicking Type to search or add new Clicking "Groceries" Clicking "Save and apply" Clicking "Confirm" Most of the time, when I categorize an item by clicking the Category section of the transactions table and then selecting a category, that category will apply to all transactions from that merchant. However, lunchmoney doesn't seem to do this/remember categories on a global payee basis going forward. This is a common operation. It would be nice to automatically create a rule, or have one extra checkbox to tick to create a rule, when selecting/overriding a category for a transaction, that would automatically apply a category to all transactions matching the payee. It would reduce a frequent 10 click action to a 1-2 click action.

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