Transactions

In addition to CSV files, it would be helpful to also support PDF uploads for banks/financial institutions that don't have CSV exports

Add a filter by duplicate transactions so they can be easily deleted. Match on date (within 3 days), amount, payee and account. This tends to happen if you add manual transactions to a synced account and then it syncs. This is important right now since plaid is flakey for a lot of folks.

Wherever there is a transaction not in your primary currency, show the currency conversion underneath (similar to Accounts view)

Allow file attachments to transactions, such as photos or PDFs of receipts

On the 'Quick Add Transaction' screen ( https://my.lunchmoney.app/transactions/new ), the Payee field is currently a freeform text field. It should be set up like the Categories field, with a drop-down selection of existing Payee names.

Support importing investment transactions from Plaid

Would like to be able to sort the transactions by tag or category and have the total of just those transactions show up.

I propose to use the transaction date like financial institutions such as Chase do when displaying transactions, not the posted date. I'm sometimes confused in Lunch money because I see transactions displayed on dates when I know they didn't occur. For example, see the screenshot with coffee shop transactions that in Lunch Money appear to occur on the same date, but did not. Chase displays them on different days, which is accurate.

Instead of clicking into a grouped (or split) transaction, show them inline using a toggle.

It would be extremely useful to bulk-edit the currency type transactions of transactions. Right now, I have to change it line-by-line. This is a pain point and time consuming. When I did a manual import of transactions (when I first setup LunchMoney), they were somehow defaulted to USD currency instead of CAD. I'm trying to change it back to CAD now without having to delete my account and start over.