Show / hide internal transactions
P
Peter
Is there a way to hide and unhide 'internal transactions' - those between your main account and savings account? While these transactions can be excluded from the 'spending breakdown' and other features, they still appear on the transaction page. I frequently transfer money between my savings account and other bank accounts (all of which are imported into Lunch Money), so the ability to hide or unhide these transfers would be incredibly useful. Hiding these transactions would significantly clean up the overview.
Similarly, I'd like to apply this to grouped transactions that sum to zero. For instance, when I pay for something in advance and later get reimbursed, I reconcile both transactions, creating a grouped transaction with a net amount of zero. Being able to hide (or unhide) these zero-sum grouped transactions from the transaction overview would also be beneficial.
Implementing these features would greatly improve the clarity and customization of the transaction page. Would it be possible to add such functionality?
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Din from Lunch Money
Merged in a post:
Transaction "Archiving" / Limiting Visibility
A
Alfonso Dehesa
I have a lot of transfer transactions and investment portfolio rebalancing transactions that I don't include in my budget or trends or totals (per the category options). However, they still pop up in the transactions page, and clutter up the space. I end up having more of these "fake" transactions than "real" transactions on the transactions screen. However, I don't want to delete these transactions.
It would be good to have a way of "archiving" these transactions (especially via an automated rule) that hides the transaction from the "transactions" view unless you bring it back via a toggle "view archived" or something similar.
The "archive" feature should be triggered either via a rule, via a button on the transaction information page, or there should be an option to automatically archive when assigned a specific category, similar to the "hide from budgets and trends" feature.