Filter by Duplicates
Add a filter by duplicate transactions so they can be easily deleted. Match on date (within 3 days), amount, payee and account. This tends to happen if you add manual transactions to a synced account and then it syncs. This is important right now since plaid is flakey for a lot of folks.
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
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.
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.
Allow for grouped transactions to use the category group name
Sometimes I want to group all my sub category transactions (in this case various work expenses) into one to reconcile it with a reimbursement transaction. It would be handy to group all these categories in the same group into the parent category group name. i.e. I have a category group named "Work", broken down into things like "Work - Travel", "Work - Meals", "Work - Office Supplies". At the end of the month, when I'm reimbursed, I'd like to group all the individual transactions under the "Work" category
Detect duplicate transaction
It has happened to me before that I inputted duplicate transactions and then my account balance was off. I think it'd be cool that upon creating (and saving) a new transaction, Lunch Money would automatically look through existing transactions and check whenever one already exists: on the same date with the same payee and the same amount if that is the case, a warning that it may be a duplicate transaction would be very useful
Bulk-edit currency type for transactions
It would be extremely useful to bulk-edit the currency type transactions of transactions. Right now, I have to change it line-by-line. This is a pain point and time consuming. When I did a manual import of transactions (when I first setup LunchMoney), they were somehow defaulted to USD currency instead of CAD. I'm trying to change it back to CAD now without having to delete my account and start over.
Auto-categorize while splitting
When I split my credit card payment, I enter the payee. Wouldn't it be handy, to have the category automatically filled in based on the last category associated with the same payee? For example, I set the payee to 'Café X'. The last transaction with 'Café X' was categorized as 'Restaurants'. In this case, when splitting, after setting the payee to 'Café X', the category would automatically be set to 'Restaurants' (which the user can override, if needed). This feature is especially useful when dealing with numerous categories and uncertain about the right choice. I've found it difficult to stop the splitting process midway. The transaction can only be saved when the balance is 0.
Improve splitting experience
The default presets (split in half, split by custom) don't make it easy for the following common scenario: Split transaction, set one transaction to a fixed amount, split the rest
More advanced logic for filtering
Some easy to implement filtering logics would be appreciated such as: Filter by transactions that are the exact same amount (to help identify and remove dupes) e.g. Select transactions where Amount is the same value Create filtering logic using OR (not only AND) e.g. Select transactions where Amount is greater than $100 or is Category = Bills Filtering by exclusion (i.e. NOT) e.g. Select transactions where Category = Bills but NOT Amount less than $100