Auto-link manually created transactions
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Danny Fuhriman
I would like to be able to create a manual transaction in advance of the transaction occurring and have the incoming synced transaction automatically "merge" into the manually created transaction.
This is a great feature that YNAB has that allows me to proactively manage my finances.
Use Case:
I make a purchase on Amazon for $15. In the moment, I already have Lunch Money open so I decide to just throw the transaction in since I can categorize it right then and there.
Later, when the transaction syncs from my credit card, it should automatically detect that I created a manual transaction and "merge" the incoming transaction details with the manual details.
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Simon Apperloo
This is the biggest feature holding me back from moving away from ynab. When you have multiple people sharing a budget, entering purchases right away makes it so much easier, then to chase them a few days later for a receipt so that it can be categorized properly.
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Dustin Dauncey
Absolutely. This needs to be implemented 100%.
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Max
Not that they're used much anymore but another great use case for this would be for check writing, to preemptively deduct the money from your account balance in between the time you write the check and the recipient cashes it.
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Maria Kulikova
I love this. Especially with how infrequently some banks sync.