General
482 results found
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Increase frequency of automatic bank syncs
Increase the frequency of syncs between connected banks and Wallet, other budgeting apps sync far more regularly and connect via open banking so it just seems like a limitation in Wallet.
3 votes -
Filter by account
We should be able to add account(s) to a filter or instant filter to be saved.
I know the UI you can set a filter and accounts separately, but being able to add certain accounts to filters would allow us to do quick filtering by accounts, for example, maybe we only want to see all investment accounts, all savings accounts, etc.16 votes -
Option premium try for free
Option premium try for free is not working. When I try to use this in Android version there's nothing happen.
I want to check my bank before buy subscription4 votes -
Automatic Proper Matching of Transfer Transactions
I upload transaction histories of my different accounts for easy use. What I'm currently doing is manually looking for the matches say Account 1 (where my transfer came from) and Account 2 where the the transfer will go. Account 1 has a transaction record of this which is negative debit, Account 2 has also a transaction for this which is a positive credit and both of that is same amount. It is easy to find the match manually but what is tiring is I have to edit the transaction from Account 1 and make it a "Transfer" transaction then input…
3 votes -
Categories for tranfers from one account to another
Most of my transactions are transfers from one account to another but there is no Category option for transfers they are only available for income and expense. It will be really helpful if you could add category options for transfers in the next update. At most transfers are shown as unknown with a question mark icon right now, picture attached for reference
25 votes -
Automatic rules for category should not automatically "confirm" the transaction
Recently Wallet introduced the concept of "confirmed" or "unconfirmed" records. This is very helpful to make sure that I manually check every new record, including those with automatic rules for categories. Unfortunately, it seems that it is now marking as confirmed all the records that were categorized by automatic rules, which ruins the purpose I give to this new feature.
Can you make it so only manually confirmed records are checked as confirmed? Or maybe, an option for each automatic rule to confirm or not each record affected by the rule.
Thanks6 votes -
save filter
It would be really helpful if I can save filters for later use. I check different things regularly, and I need to change my time frame, select different accounts and select different categories. It would be really helpful if there were this forth section on the filter screen with quick filters that I can add and edit.
6 votes -
Set Label at the main transaction screen / widgets
Me and my family have been Premium (now Lifetime) subscribers for many years now, initially only for the group sharing feature. Tracking our expenses depends hugely on Labels and I would guess it’s the same for lots of other users.
I think Labels should be accommodated in the main transaction screen (where amount, account and category are) and not on the details page. For every single expense me and my family track we have to open the details page only to assign a label, which is not very convenient at all.
Same goes for the Quick add widgets where currently…
1 vote -
Automated detection of duplicate transactions
Currently, if a duplicate transaction is recorded, it is counted twice in the accounting.
The idea is to add a warning message when a transaction is suspected to be a duplicate (e.g. same amount, category and date).
I don't think it would be difficult to implement but it would add a great value to the app, especially considering that no other competing apps have this feature..
5 votesHello, Thank you for your feedback.
We encourage more users to come forward and express their interest in this feature. Once it gains more traction and we see a higher demand for it, we can pass it over to the developers for their consideration.
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See labels spend the same way as the categories
I would love to have an option to see the spend by labels the same way as we have in the categories. We already have as a circular graph, but it would be very helpful if we also had each label separated with the current value.
1 vote -
override transactions
When I update a wrongly identified transaction (wrong category or action [eg identified as purchase, but it was a transfer]) and correcting it, I would like to have an option to allow all similar past records the same way!
Currently I have to go back manually and update these one by one -very annoyingPlease provide this function. Its mandatory fields can be the source/target account numbers
1 vote -
Pay in installments by credit card
I would like to be able to have the possibility of dividing it into installments when charging an expense on my credit card, since it allows me to do so.
That automatically divide the expenses in the months that you select and load them.
40 votes -
Room for improvement
The app is great but with some additions it can be way better:
1- the ability to view total net worth including debts and include that in the charts as an option. I want to see the changes of my net worth every month (more in point two)
2- adding a dept account doesn't show transfers done from other accounts in the overview (because transfers negate themselves one positive and one negative) and so I had to add the bank debts in debts rather than accounts so I can see them as expenses. But they don't reflect on balances. There…3 votes -
Reports for the past
As well as being able to report for this week this month this year, etc. Please add the ability to report for periods in the past like last week, last month, last year, etc
3 votes -
Ability to select multiple accounts in Dashboard View
Currently we are only able to select 1 account or all accounts in dashboard view. Hoping an improvement can be made whereby we can select multiple accounts in Dashboard view to see all the balances / trend for a particular set of accounts.
For example, in Malaysia there are many e-Wallets (TouchNGo, Grab, ShopeePay, LazadaPay, SarawakPay, etc) that we use daily, therefore sometimes I would like to track how much balance I have across all e-Wallets only, but have to do the calculation manually. Having used Power BI, I believe this function should be rather simple and easy to have.
27 votes -
1 vote
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save card configuration options and filter persitent
when you configure a card on the main screen, you can select the timeframe, and filters.
but after the next start of the app the card uses the default values.
please make the card save its configuration for later, or make it possible to manually save that current config.3 votes -
Ability to sync only Bank account's Balance
I need abillity to sync only Bank Account Balance, without automatic import of transactions. I have a lot of small transactions I do not need in app, I want just to have an information about my account's balance.
3 votes -
Account Description, Transaction Clone and more
Please give some priority for web version, I have couple improvements where I feel necessary for better use:
(1) Account should have a description (I have so many manual accounts where i'd like to have a description for)
(2) Ability to "Clone" a transaction similar to what available in mobile versions
(3) Ability to have additional user account / profile under one email/user i.e. currently i am recording my investment activities where i have them recorded with no issue but i am hiding them from the statistics to avoid mixing my expenses with my investments records, hence i would like…
6 votes -
Family vault
Right now, only the admin can create a shared group with linked accounts. However, you should consider shared vaults in the way 1password does it. Once the admin has created a group (in my case a family group) and invited members to join, any member with admin rights can move accounts from their personal wallet to the family group/wallet.
Use case: My husband has a private credit card that I cannot add to my own account obviously. However we want to track his spends along with other shared accounts in our family group. Currently there is no way to do…
1 vote
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