Transactions

Please allow different fonts to be selected. Just started today but I see one font for the widgets but the transactions/tables are different. I'm a bit vision challenged therefore it may just be me. I think it would be a pretty easy feature to add.

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

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.

Although I don't have a lot of categories, I've quickly come to realize that for visual aid, and quicker finding, it's better to add icons. ATM I'm using emoji at the start of the category name, but that messes up the alphabetic sorting.

Some transfers between accounts incur a fee. At the moment when creating a transfer transaction, it's 100% transfer of value from one account to the other. It would be good to have a field to input the fee for the transaction and have transaction fees as data to reference later (ie for tax return or just seeing how much money is being spent in transaction fees) and of course to keep account totals correct. Currently the only way to emulate this is to create the transfer, then edit the amount of the outgoing transfer to add the fee. Then the grouped transaction correctly shows a negative value from the fee incurred.

Similar to the investment transactions request. It's currently not possible to track interactions between managed crypto wallets (ex. Coinbase) and my bank accounts. This also would allow importing my wallets that currently have a balance of 0 since those seem to be filtered out (presumably to avoid account spam when Coinbase adds its new currency every few months).

On the Transactions page, add "Currency" as an option in the Advanced Filter:

Use case I want to enter a new transaction that is just slightly different from another similar one. I could right click on the transaction / select it and go through the normal transaction creation process, but with the original transaction's data prefilled.

My partner and I have separate finances but there are a lot of household expenses that we "owe" each other for, outside of our shared accounts. For example, if I pay $100 for groceries, he would owe me $50. We have been using Splitwise to track those transactions and then bi-weekly or monthly we'll settle up the amount owed to each other. I would love to keep all of our budget work here on Lunch Money so there are two pieces here: 1 - My monthly tally is going to show I spent X on groceries, however most of that is probably split with my partner so I'd like my monthly tally to show the total spent but also maybe a toggle to display the totals minus the split amounts. 2 - Link to my partner's budget. If he enters a $200 transaction that is split in half with me, and I enter a $100 transaction that is split with him, the shared space would show I owe him $50. This would allow us to settle up the amounts as needed.

I have to remember to go back and check the previous month for unreviewed transactions for a good week into each new month. Not all transactions have consistent post dates.