Use rules to auto-group transactions | Transactions

Use rules to auto-group transactions

planned

Jen

Use case #1: auto-group credit card payment and transfer transactions (match on the same amount)

Use case #2: auto-group credits + debits from the same merchant to denote refunds

January 12, 2021

Jennings

This would be so useful!

Jair Sian

Is there an ETA on this feature? I'm reluctant to move over from YNAB until it's available but v eager to!

Jen

marked this post as

planned

Jen

marked this post as

under review

Jen

Merged in a post:

Auto link/group transfers/payments

Matt Wean

It would be great to automatically link or group a bank withdrawal with credit card payment or transfer from one account to another.

May 7, 2023

Jen

marked this post as

open

Past User 14495

If implemented, this will also tie to manual transaction entry on synced accounts, where the manual entry would "link" with the synced entry. This is something many other financial apps can do.

Benjamin Pannell

Just in case someone else finds it useful, I've put together a GitHub Action which solves this problem space for my purposes (linking transfers between accounts and associating "spare change" transfers with a purchase).
The documentation (especially as it relates to the rules you configure in Lunch Money) needs some work - but you should be able to infer the gaps based on what's there.
https://github.com/SierraSoftworks/lunchmoney-automate

Danny Fuhriman

See https://feedback.lunchmoney.app/rules/p/use-rules-to-auto-group-transactions

Reggie Azevedo

Would love this feature as well! Any ETAs on a release?

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