Recurring Items

It would be nice to mark a recurring item as "(partially) paid by account credit", so it doesn't show up as a yellow "!" icon. Right now when reviewing my past recurring items, it shows as the yellow "!" icon, making me think that I "missed" linking a transaction as recurring, when in reality, it was actually paid. So if I can mark it manually as a green checkmark with a "paid by account credit" (or partially paid if linked transaction was less than expected), then I won't get confused in the future. For example, sometimes I receive an account credit for my internet bill, due to a complaint or as a bonus when signing up for a new contract. So if my normal monthly internet bill is $50, and I received a $75 credit to my internet account, that means: month 1: $0 paid ($50 paid from account credit) month 2: $25 partially paid ($25 paid from remaining account credit) month 3+: $50 paid (as normal)

Hi, please let us add tags to recurring items. Right now we need to add them after one by one.

Can you make it so that we can edit the Notes individually for each recurring transaction without unlinking it first?

Often Lunchmoney shows an overdue expected recurring item on the Recurring page when the transaction has in fact taken place but has not been picked up by the associated rule. Currently to fix this, user has to go to Transactions, search for the item and go through the Convert to Recurring Item flow. This is inefficient, particularly if there are multiple items to fix. Instead, provide functionality in the Edit Recurring Item sidebar for users to search/ filter and select potentially matching transactions and link them in place. Bonus points for editing the associated rule so they are caught next time.

On the Recurring page, when merging recurring items, the drop-down is not searchable. For users with a lot of recurring items, searching would make the process significantly easier.

On the the list of Recurring Items, I can click on an item and see the list of recurring transactions due and expected. I would like to click on one of them and be able to create the actual linked transaction for that ocurrence. This seems a natural thing to do, while I'm already reviewing my recurring items. This would be better than having to step out to the Transactions list, open the Add menu, scroll to the bottom until the Create from recurring button, and then scrolling the list of Recurring items to select the one I want.

It would be nice to have the ability to see all of your recurring payments, even if they're not billed in the same month. Maybe to have a high-level overview of all of your recurring payments even if they are billed in different cadences such as yearly, bi-annually, etc... currently you can only view recurring payments for the month that it is billed.

Please implement an option to define recurring transfers (e.g. monthly payment to an investment account).

Would be nice to be able to set recurring items to specific dates. Example in my case is I get paid for 80, 88, and 96 hours of work throughout the year. The custom cadence doesn't allow for this pattern of dates (e.g., Feb 20, Mar 5, Mar 20, Jun 5, Aug 20, Nov 20).