Use rules to auto-group transactions
under review
Jen from Lunch Money
Use case #1: auto-group credit card payment and transfer transactions (match on the same amount)
Use case #2: auto-group credits + debits from the same merchant to denote refunds
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Jen from Lunch Money
under review
J
Jennings
This would be so useful!
J
Jair Sian
Is there an ETA on this feature? I'm reluctant to move over from YNAB until it's available but v eager to!
Jen from Lunch Money
planned
Jen from Lunch Money
under review
Jen from Lunch Money
Jen from Lunch Money
open
P
Past User 14495
If implemented, this will also tie to manual transaction entry on synced accounts, where the manual entry would "link" with the synced entry. This is something many other financial apps can do.
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Benjamin Pannell
Just in case someone else finds it useful, I've put together a GitHub Action which solves this problem space for my purposes (linking transfers between accounts and associating "spare change" transfers with a purchase).
The documentation (especially as it relates to the rules you configure in Lunch Money) needs some work - but you should be able to infer the gaps based on what's there.
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Danny Fuhriman
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