Transactions

Deliver hook up to Claude so we can finally have smart and fully-automated categorization of expenses, as well as AI for financial/spend/trend analysis. Thank you!

I understand that it is a budget app but one cannot 100% be sure of it unless it provides some kind of a trial balance type or has to be a rigid reconciliation which may not be possible with the current edit options provided. if there is option for journal entries it would be easier to place pre-paid and accruals to get an exact amount of spending

Problem: Currently, when I apply filters to the Transactions view (e.g. status = "unreviewed"), there's no way to save that filtered view for later use. Every time I want to check the same filtered list, I have to manually re-apply the same filters from scratch. Proposed Solution: Allow users to save a set of applied filters as a named "Saved View" (e.g. "Unreviewed", "Needs Categorizing", "Large Purchases"). These saved views could then appear as a quick-access list (e.g. in the sidebar or a dropdown next to the filter bar), so users can jump straight to a specific filtered list with one click instead of reconfiguring filters every time. Example use case: I frequently want to see only transactions with status "unreviewed." Right now I have to set that filter manually each time I open the Transactions page. A saved view would let me click "Unreviewed" once and instantly see that list. Why this matters: This would save time for users who regularly check the same subsets of transactions (by status, category, tag, account, amount range, etc.), and would make Lunch Money feel more like a personalized dashboard rather than requiring repeated manual setup.

In Mexico (and likely other markets), most non-bank card terminals — MercadoPago, Clip, NetPay, BBVA/BPK, Z-Tech, etc. — post transactions as a processor prefix + * + the actual merchant name. Lunch Money currently takes the first segment (the processor code) as the merchant, which is wrong. This also poisons auto-categorization: e.g. in one occation BPK* was parsed as "BP" and the transaction got categorized as a gas station, when the real merchant is 33CLUB REF (an bike-parts shop). Real examples Real world examples: CLIP*MXLONCHES LEO -> Lonches Leo NETPAY*BERNYS -> Berny's BPK*33CLUBREF -> Club 33 Refacciones ZTL*NAUNRODRIGOJUAREZG -> Naun Rodrigo Juarez MERPAGO*TUKTUKTHAI -> Tuk Tuk Thai Built-in recognition of common processors (CLIP, MERPAGO, NETPAY, BPK, ZTL, etc.), taking the text after the asterisk as the payee. A generic "use the text after the asterisk" fallback for unknown prefixes. At minimum, expose this in rules (for example a regex or "extract text after *" action) so users can build it themselves per prefix. This matters because it produces correct, readable merchant names and, more importantly, lets the category engine see the real merchant instead of a misleading processor code. It affects the majority of small-business card payments in Mexico, so the impact is broad.

Merge Duplicate Transactions (Manual + Synced) Context & Problem: To ensure I don't lose receipts on the go, I often manually add a transaction via my phone with a picture of the receipt attached. However, when the actual transaction later syncs from my bank or credit card via Plaid, it creates a duplicate. I end up with one manual entry (with the receipt image) and one synced entry (with the official bank data). Proposed Solution: Could you introduce a feature to merge duplicate transactions? Ideally, I would like to keep the Plaid-synced transaction as the primary record, but seamlessly merge the manual entry into it so the receipt image carries over.

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.

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

There should be a search bar, prominent in the app/transactions page where you can quickly search all transactions with easy filters that don't require the powerful edit. That should remain ideally for a more detailed look, this is a quick and dirty.

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 :(