Auto-link manually created transactions
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Danny Fuhriman
I would like to be able to create a manual transaction in advance of the transaction occurring and have the incoming synced transaction automatically "merge" 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.
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M
Max
Not that they're used much anymore but another great use case for this would be for check writing, to preemptively deduct the money from your account balance in between the time you write the check and the recipient cashes it.
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Maria Kulikova
I love this. Especially with how infrequently some banks sync.