Accounts, Assets

Support importing individual investment holdings from Plaid

Transactions entered with a future date, either directly or via the calendar, should not change the balance of the affected account. In other words, the account balances shown in "overview" should reflect transactions up to the present day, not future transactions that may not happen.

When accounts are grouped by institution, they are automatically sorted alphabetically by the Account Name field, instead of the Display Name field. It would be ideal if the alphabetical sorting was based on the names visible in the UI (display name). Currently, users must edit the Account Name field and either rename it or add prefixes (e.g., “A -”, “B -”, “C -”) to influence the default alphabetical sorting.

Destructive actions like account deletion should be protected not just by a red button but an "are you sure?" dialog box. For manual accounts, there currently is no such protection.

Exclude certain accounts from counting towards the net worth displayed on the main page as well as balance history tracking. The total net worth on the Net Worth page should respect the filters.

could also be nice to see a total, so, how much to I hold in USD, CAD, etc. across multiple accounts and assets. This would work as a nice proxy for country: what is my 'net worth' or total assets in US, CAN, etc.

I'm not sure if this is something within the scope/goals of the site but I have a number of auto-transfers set up between accounts and I'd like something to notify me when one of my accounts gets below (maybe also above?) a certain threshold. It would allow me to be preemptive if a transfer fails without me noticing it.

Allow setting credit limit for manually-managed credit cards

I switched from Budge specifically because I wanted a cleaner app, but had to go back because Lunch Money is missing one critical feature: credit card utilization tracking. What I need: Ability to set a credit limit for each credit card account Display of current utilization % (balance / limit) Overview widget showing total credit utilization across all cards This is a standard feature in personal finance apps. BudgetBakers, Budge money pro shows a beautiful Credit Limits Utilization widget with a donut chart displaying total balance owed vs total credit limit, and per-card breakdown. For anyone managing multiple credit cards, knowing your utilization % at a glance is essential — both for financial health and credit score management. The current workaround of manually calculating (balance / limit) is not acceptable for a daily-use finance app. Please add credit limit field to credit card accounts and utilization % to the Overview page.