General Feature Request

Use case #1: Help plan for "By X date, I need Y set aside" Use case #2: Set a budgeting goal for a specific category to "Save X amount every month"

In the period picker, similar to the "This budgeting period" option, add more default options for custom budget periods (i.e. "Last 6 budgeting periods", "Budgeting period to date", "Last budgeting period", etc.). This should be available in all period pickers across the app (Overview, Analyze, Stats, Trends, etc.)

Add an optional secure hub in Lunch Money to store key documents (i.e. advance directive, birth certficate, etc,), bank account info, balances, investments, etc. in one place, for easy access by an executor or trusted contact in the event of a one's demise. Similar to Quicken LifeHub.

Some users have expressed concerns about privacy when receiving summaries and digests via email. It would be great to add more control and clarity, such as: Asking the user during onboarding if they want to receive unreviewed digest, monthly digest, and annual digests. Instead of having them enabled by default. Add granular privacy settings that allow users to control which transaction fields are included in summaries and digests sent by email (i.e. hide the date or hide the payee name, display aggregated totals only, etc.)

More and more sites are starting to support passkeys to log in, it would be nice to see passkey support come to LunchMoney

Allow the option to export all Lunch Money data including file attachments

Would like to see this type of graph to see how the current month's spending compares to last month's spending. What's the trend? Are you trending higher or lower than last month. This helps me determine how quickly I'm spending my budget and whether I need to throttle back spending or have wiggle room to spend more. A column or some sort of indicator in the Budget view would also suffice. But some sort of indicator of current spending indicator.

I would like to save a filter and invoke it from a menu of saved filters.

A tool that supports importing transactions, budgets and other items from YNAB