Transactions

When you set up a rule that sends out an email notification for any transaction that matches the rule, you should be able to completely customize the contents of the email.

There is a lot of data to try to view in Transaction view. The 1" blank space margin on the left is completely unnecessary. This very much should be a Function over form

Synced transactions are never automatically reviewed, but if pending transactions can be marked as reviewed, then the reviewed status should carried over to the associated posted transactions (considering the posted transaction details are unchanged and an exact match with the pending transaction). This can be an opt-in preference toggled via the Settings page.

Feature: (auto) match duplicated transactions and have a "match" and "disregard" button per matched transaction pair to merge / delete each duplicate transaction or keep both transactions. Like what QuickBooks has. Context: I prefer to input my transaction manually, then later or a few days later the transaction via Plaid will come through, which is when I delete it after confirming it is for the same transaction. Currently LM has the deduplicate feature which essentially does this but it takes a few clicks and doesnt always match accurately. It also bulk-selects and does not show its duplicated counterpart so I end up manually checking. Previously closed suggestion: https://feedback.lunchmoney.app/csv-importing/p/match-manually-entered-transactions

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.

When Plaid returns an investment transaction with type: buy and subtype: contribution , Lunch Money receives it as an outflow (debit) while users may expect it to appear as an inflow (credit), because it represents money contributed to their investment account. It would be helpful to treat these transactions as inflows by default, or to add a toggle under 'Advanced settings' that users can enable on a per-account basis. Reference: https://support.plaid.com/hc/en-us/articles/40621176117271-Why-is-a-contribution-Investments-transaction-represented-as-an-outflow

I have many accounts in different currencies, it would be very convenient to be able to use the ‘Create Transfer’ 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.

Currently, the status log in the 'Edit Account' panel of synced bank accounts can be confusing when it shows "Last update received a few seconds ago" between Plaid and Lunch Money, but "New data last imported 3 days ago" under Lunch Money. It makes it seem as if Lunch Money isn't importing new data, when in reality, there was no new data available to import. Some suggestions: Move the "New data last imported" and "Trigger refresh" and "Force reconnect" buttons to the top, instead of under "Lunch Money". Replace "Last update received" with "Last successful sync"

Currently, there are no alerts or notifications when transactions get marked as deleted by the bank and change to "delete pending" status. Users need to manually monitor their transactions for this, and can set a filter for 'status = delete pending', but the transactions are easy to miss when it happens on older transactions, especially in previous months. It would be great if there was a dedicated email notification, or if they were included in the "Unreviewed Digest" emails. The email should include a link to a filtered view for all-time transactions with "delete pending" status.

I would like to be able to create a manual transaction in advance of the transaction occurring and have the incoming synced transaction automatically matched and "merged" into the manually created transaction. This is a great feature that YNAB has that allows me to proactively manage my finances. Use Case: I make a purchase on Amazon for $15. In the moment, I already have Lunch Money open so I decide to just throw the transaction in since I can categorize it right then and there. Later, when the transaction syncs from my credit card, it should automatically detect that I created a manual transaction and "merge" the incoming transaction details with the manual details.