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Improve import flow to account for existing Lunch Money accounts

Feature Request

Currently, we always create a new Lunch Money account when importing a new account through Lunchflow. However, many users have existing Lunch Money accounts with transactions that they imported some other way (manually, through CSV, etc…)

How we can improve this flow for them and produce minimal duplicates (zero?) if possible?

Some initial ideas:

  1. Allow the user to choose which Lunch Money account to import to.

  2. Allow the user to choose the date to import transactions from (currently defaults to 90 days)

  3. Highlight the deduplication tool from Lunch Money

Posted by Kristen ·
Status: Completed1 comment

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Comments1

  • Amr from Lunch Flow

    •

    Nov 2, 2024

    FYI, this change is now live 🎉You can connect your bank accounts to existing Lunch Money accounts. Read more about it in this recent changelog :)

    Thanks again to everyone for the feedback on this, keep it coming!