Keep the other side of a grouped transaction visible in the transactions list
M
Max
I am really enjoying the grouped transactions feature to match up purchases with refunds or reimbursements, but I find it's a little too "destructive". The transaction that gets subsumed, so to speak, effectively disappears from the transactions ledger on its own date. What I'm doing here is splitting off the portion of a cell phone bill I get reimbursed for by that line user and then combining the split purchase and the reimbursement transaction, so they zero out. What I'd like to happen is to still see some indication on Feb 5 of this happening since the purchase was weeks later. If they match exactly and zero out I think it would be easy enough to just show another $0 line item. I'm not sure what you could/should do if it doesn't zero out cleanly like this. Maybe that's why it works how it does.
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N
Nicholas Lusskin
It would be great to also keep the account names in the "Account" field as a comma separated list, especially if they all are part of the same account
M
Max
However you make it show up like this when I find these transactions with a general search of "T-Mobile" is pretty much what I had in mind for how the transactions ledger should display the result of grouped transactions all the time. Maybe showing the sum is unnecessary when the whole of its parts is also visible (i.e. now you could hide the $0 group). Or maybe you could create some sort of a toggle interface for the grouped line item that will unroll the group like how the Lao Thai Restaurant example is animated in the documentation (https://support.lunchmoney.app/finances/transactions).