Categories, Tags

Many people "pay themselves first" or include a line item in their budget for savings. This of course makes those transactions an expense which are not then included in the savings rate. It would be nice to be able to designate certain categories as a "savings expense" or something so that they are included in the savings rate.

I contribute a set amount to my IRA every month. I want this transaction to show up as an expense in my Spending Breakdown - I want to see that I'm sending money here every month. But at the same time, I don't want this to count as an expense in the "Period Summary" - I want my "Savings Rate" to reflect how much my net worth is growing over time and I want to track that savings rate on a monthly basis. I could mark the category as "exclude from totals", but then it won't show up in my Spending Breakdown. And if I don't mark it as "exclude from totals", it shows up in the spending breakdown as I'd like but it's counted as an expense for the savings rate calculation. One possible solution is the ability to mark the category as "savings" - these categories would show up like an expense in the spending breakdown but not count as an expense (or be tallied separately somehow) in the period summary. There might be other similar solutions that achieve roughly the same thing.

Introduce the option for additional subcategory levels, allowing for nested categories to better organize expenses.

Allow tags to exclude transactions from budget or total or be treated as income the same way Categories work

Allow users to set colors for categories and display throughout Lunch Money for quick and easy glances at the data

With the new custom ordering feature, there isn't a way to re-sort the categories alphabetically. So, adding new categories will always be at the top.

90% of the categorization I'm doing is solely based on the merchant - it's easy enough to create a rule from a transaction but it is tedious modify the rule to not include the payment amount or the specific account I'm paying from, especially when working through a lot of transaction. Adding a quick categorization option would be super useful.

When an LM category is a substring of another, typing in the shorter category does not select it. For example, with the categories "Parents" and "Rent", typing the category "Rent" selects "Parents", when it should select "Rent". Expected behavior: When typing a category name, the system should select the exact matching category. Steps to reproduce: Have at least two categories where one is a substring of another (e.g., "Rent" and "Parents") Begin typing the shorter category name ("Rent") Observe that the wrong category ("Parents") is selected