Categories, Tags

On the categories page, allow bulk deleting categories. This is especially relevant now that we offer the ability to create categories in bulk using preset categories.

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.

I have tags for "Needs", "Wants", and "Savings", but I have around 60+ categories separated under 20 category groups. I can create a rule for each individual category, but I would love to create a rule for an entire category group. For example, adding a "Needs" tag to my entire "Bills" group (containing 9 categories) and adding a "Wants" tag to my entire "Hobbies" group (containing 10 categories). This would massively streamline my rules and would save me a ton of setup time :)

I am editing my categories. I am interested in which categories to drop - i.e. with very few transactions. So I need to click on the "view transactions" for each category. It would be useful to have a column that lists the # of transactions for each category.

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

Under Finances > Analyze > Bar Graph > Settings, choose Collapse. Regardless of whether I choose Collapse or Expand, I see bars in the graph for each Category, rather than grouped by Category Group.

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.

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

It would be super useful to apply the full range of colors for tags