Transactions

It Would Be Nice if I could manually add the details of a transaction that has not yet been imported through Plaid, but in such a way that when it does come in through Plaid the manually-added transaction would be replaced by (or better yet merged with) the Plaid-imported transaction. The use case that's foremost on my mind is that I have made a hotel reservation for later this year, and given the hotel my payment details, but they aren't going to actually charge the card until the time of the planned stay. However, as far as my budget is concerned the money is spent, and I'd like my Lunch Money budget (which has a period of a whole year to ease comparison with my budget spreadsheet for past years) to reflect that, without risking double-counting it once the expense is posted and clears. A more frequent use case, however, would be the day-to-day transactions that happen, that I get notifications from PayPal or my credit card provider or my bank about within minutes, but that then don't appear in Lunch Money for several days (in the case of PayPal, usually not until the system realizes the Plaid connection to it is broken and asks me to reconnect it). I would like to be able to record the details in Lunch Money without having to wait for it to receive the transaction from Plaid, while still benefitting from the automatic import system.

Sometimes some of my transactions from my bank are not imported properly, for whatever reason. This puts the balance out of whack. I need to be able to reconcile this balance instead of haphazardly updating it -- need to figure out which transactions were imported and which were not. This is a very tedious process right now :(

Sometimes there is a need to add, subtract or calculate a percentage of a given amount. Would be nice to be able to do so directly in the amount field. This is particularly useful when adding transactions manually, but also for editing existing.

When you split a transaction, it creates two parts by default. It would be super helpful if, after entering the amount for the first part, the second part automatically filled in with the remainder (total - split 1). Right now, you can get this behavior by deleting the second part and adding it again, but having it happen automatically would save time and make things smoother.

If you are like me I buy ALOT off of Amazon.com So because its too much of a pain to break down those purchases into categories I just create one Big one called "Household Goods". Its a BIG category. It would be very helpful if we could get some of that data and improve the splitting of the transactions based off that info to improve the analysis of our spending.

Hey! I've been loving Lunch Money for personal use, and just started using it for my LLC as a replacement for QuickBooks I'd love to be able to forward receipts to Lunch Money via email, and then manually attach them to their associated transactions in the dashboard. Would save me a lot of time in having to manually download the receipt from my email and upload it to Lunch Money.

Although I don't have a lot of categories, I've quickly come to realize that for visual aid, and quicker finding, it's better to add icons. ATM I'm using emoji at the start of the category name, but that messes up the alphabetic sorting.

With PDF statements from my Chase bank, the year is imported inaccurately for December transactions appearing on a January statement. For example, Jan 2022 statement shows Dec 2021 expenses, which are imported as Dec 2022 transactions. An easy fix would be to bulk-edit and change year only. However editing "date" requires setting each transaction to the same day. Can you allow editing "year" only?