Bugs

When you have the "Align months between views" option enabled on the Settings page, the view aligns between the Budget, Transactions, Recurring, and Calendar pages. If you are on a custom budget period (not by calendar month), it will always default to the earliest period in the current month, instead of the current period. For example, if you have a custom period of "every 2 weeks" and November has the following periods: Oct 24, 2025 - Nov 6, 2025 Nov 7, 2025 - Nov 20, 2025 Nov 21, 2025 - Dec 4, 2025 It will default to Oct 24, 2025 - Nov 6, 2025, because that's the period that contains the 1st day of the month. Instead, it should default to the current period for the current month. Since the Transactions, Recurring, and Calendar use the calendar month, there's also a cascading period shift that occurs when using a custom budget period. With a custom budget period, switching TO the budget page will default to the period that contains the first day of the calendar month. For example, if you are looking at July 2026, it might default to a period like "25 Jun 2025 - 8 Jul 2025"). Then when you switch FROM the budget page to another page (i.e. Transactions), the Transactions page will default to the calendar month that aligns with the first day of that period, which is June 2026. If June 1st then falls in a custom period that extended between May and June (ie. "28 May 2025 - 10 Jun 2025"), it cascades and continuously changes as you switch back and forth to the Budget page.

The same merchant is listed twice on the stats page. This appears to occur when there are both non-recurring and recurring transactions associated with the payee, or multiple recurring items with the same name. One instance is the amount of all non-recurring and then each recurring item displays individually as well. These should be combined to display as a single instance for the payee name, with a total combined amount. When toggling "Include recurring", only the amount should change (instead of having a second separate payee name entry). This also happens on the Trends page, in the 'Transaction Totals and Counts by Merchant' graph.

I have transactions which I have split across a year. When my account gets deactivated due to Plaid, it does not import transactions prior to the last transaction date (which is from a split transaction and not from the last imported transaction). This requires contacting customer support to have the missing transactions imported

When removing a single account from a Plaid connection where all accounts have terminal statuses (inactive, deactivated, deleted, closed, or revoked), the other accounts get soft-deleted (the account is deleted, but not the transactions or balance history). The other accounts under the same connection are removed, leaving their transactions and balance history orphaned with “Missing account.” This was reported to occur via the "keep data" path as well (with an account that had all accounts as "revoked").

Previously reported as "Disappearing recurring items" Update (July 11, 2024): Another user reported incorrect totals on the Overview page under the Spending Breakdown. This was associated with a recurring income item, but in this case the recurring item was displaying on the Recurring page for the current month. Simply deleting the recurring rule resolved the issue and the totals then displayed correctly. Update (July 3, 2024): When a recurring item has an end date, it will only display on the Recurring items page up until that end date. With that said, the recurring rule continues to exist on the Rules page past that end date, and therefore will continue linking new transactions that match the recurring item criteria. Since these transactions are linked to a past recurring item, they cause incorrect totals on the Transactions and Overview page, and click to edit the recurring item from the recurring transaction will lead to a blank page (broken link). Two different errors were reported when the blank page occurs (the one in the attached image, and the one below): Uncaught TypeError: Cannot read properties of null (reading 'billing_date') at EditModal.tsx:135:187 at Ll (react-dom.production.min.js:262:359) at t.unstable_runWithPriority (scheduler.production.min.js:18:343) at Ur (react-dom.production.min.js:122:325) at Nl (react-dom.production.min.js:261:308) at Ie (react-dom.production.min.js:292:141) at Kt (react-dom.production.min.js:73:323) at HTMLBodyElement.a (helpers.js:91:17)

When trying to edit the category of a recurring item individually, the side panel opens so that the user can edit the category of the recurring item that the transaction is linked to. If using the bulk edit feature to edit the category on multiple transactions, including recurring transactions, the change is applied without any notice or warning. There should be a notice that says that the selection includes recurring transactions, and that while the category change will apply to the transaction, the category will continue to display as set on the associated recurring item.

Hi! If you use the Clear or Tinted icons in the Home Screen, widgets are displayed completely white, making them unusable. It affects all 3 widgets. Hope this helps!

In the "Bank syncing support" popup dialog (accessed by clicking the red "I need help with this account" button OR by going through "Troubleshoot or remove account" > "Get help from custom support"), the "Next" button is grayed out regardless of the option you choose (i.e. "I am missing transactions.", "My transaction data is incorrect.", etc.) This seems to affect synced accounts with "Inactive" status.

The "Fix your connection" email template has two links in the footer: "Customize" links to https://my.lunchmoney.app/settings and works. "unsubscribe" links to https://my.lunchmoney.app/unsubscribe/ and results in a 404 error page.

Unreviewed transactions with the "deleted by the bank" notice, are not included when filtering for unreviewed transactions.