Din from Lunch Money
Merged in a post:
If a past recurring has no match on the day it suppose to, then the yellow tag validate but put 0 instead of the amount regsitered.
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Capform Sàrl
The alternative would be to validate no amount for that recurring day.
Din from Lunch Money
Merged in a post:
Ignore selected historical recurring transactions
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varontron
Some recurring transactions never occur, e.g., a missed monthly payment, a waived monthly fee, a seasonal change, a temporary suspension of services.
Enable the ability to mark occurrences of recurring transactions as "Ignore". "skip", "dismiss warning", or similar term. I have over 300 recurring transactions over 6 years, with yellow warnings that can't be resolved.
Jen from Lunch Money
marked this post as
under review
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Samuel Garrott
Jen from Lunch Money I hope this doesn't mean it's further out than when it was previously marked "planned" haha. Fingers crossed this is on the horizon!
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Samuel Garrott
This was marked as planned two years ago -- still would love to see this implemented! This would be the single biggest improvement for me to make my "projected" income/expenses more accurate and to more easily review actual funds in/out from past months.
Din from Lunch Money
Merged in a post:
Skip a Recurring Item for the month
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Michael
Pretty self-explanatory, would like to go into the recurring item and press a skip button. There are monthly items where I may not incur that monthly expense (i.e. paper on vacation hold).
Din from Lunch Money
Merged in a post:
Skip Recurring transaction
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Carly
As a user with regular recurring transactions, I want to be able to mark individual occurrences as skipped so that the transaction is not included in "expected expense/income" in cases where the recurring series is paused.
Use Case Examples include:
- tracking regular appointments and skipping one that is missed.
- pausing service/payment due to vacation.
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Dustin Dauncey
This would definitely be helpful, especially for those bills which we’d normally get but for whatever reason get credits or we overpaid perhaps so the next bill is basically already covered, this will allow us to prevent Lunch Money from thinking we are missing a bill.
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Ian
To add to this, I've found a very useful feature in one of the mobile apps -- an option to either automatically add repeated transactions, or manually "approving" them.
So basiclly each time a planned transaction is due, I'd get an infobox or somethijng saying "Hey, you got a planned transaction for today. We doing this?" And options to accept or skip it.
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Phil
I agree, marking a recurring item as "not expected" for the current period would be a great feature
Jen from Lunch Money
marked this post as
planned
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