General
482 results found
-
Display the transaction status on the web application's list view
It would be very convenient to be able to quickly see whether a transaction has been reconciled or not on the list view, especially when doing it manually.
3 votes -
Smarter Planned Payments
There are so much things missing in Planned Payments starting with the cloning feature, As we can already clone a transaction it would be helpful if we can directly mark a transaction as recurring and it will take us to the planned payments page with the data's of last filled transactions so that we can simply add the recurring period and save it. It can also be applicable for marking as recurring directly from any saved template (option to saving a transaction will be useful too).
And the setting of recusancy is still dumb.. If I'm selecting any date it…
22 votes -
Possibility of changing the date on synchronized postings
If I had one wish, I would wish that the date of postings that are imported via account synchronization can be changed. If my salary is transferred at the end of the previous month because the 1st is at the weekend, I have no income in the statistics for that month, which makes it difficult to compare the months
1 vote -
Solving several issues
1) When choosing an account made by Euros Cash or Credit Card, that the payment method be directly linked or defined, as it is obvious that Euro Cash is cash and Credit card is credit card payment.
2) When i uploaded 1k lines, it didnt let me edit massively the payment method of several expenses, i had to do it line by line. I could change the category of many of them but not the payment method
3) There is one graph that shows January and February as January and January. There is a mistake in the name of February.
…
2 votes -
Currency of widgets has to depend on currency of a selected bill
Currently, the majority of widgets are using main currency, which is not always comfortable. For instance, I have two bills with different currencies: BYN and USD. When I select the bill with BYN, than I expect to see all information in the widgets in the same currency as the selected bill is. But at the moment widgets are always using the main currency screenshot_1 (1.png). And there is no way to change the currency in widgets at all.
My suggestions are:
- if the user selects a single bill, then all widgets has to use the same currency as this…3 votes -
Hide Amount Option For Individual Accounts
Hide amounts feature is useful for many, i have a suggestion - please add hide amount option for individual account. In my case, i have added my accounts by different categories like- cash, bank, investment etc. and i want hide amount of my investment accounts only. this feature is very useful for me and many.
2 votes -
Expenses turn out to be INCOME
There's a bug in the app that all my expenses are recorded as income after syncing with my Maybank data. Trying to connect to your team.
1 vote -
If user would have ability to exclude/confirm Unconfirmed by default from Account balance - statistics would be more realistic
If user would have ability to exclude/confirm Unconfirmed by default from Account balance - statistics would be more realistic and less confusing
Now i always see not accurate balance (if i bought something yesterday - i have no money today in reality, but my wallet app show that i still have (because transaction unconfirmed)).
I understand, that unconfirmed transaction, could be rejected by bank. But probability to be confirmed is much more than probability to be rejected.
So as a user I would choose mark expenses as confirmed by default and mark income as exclude by default.By the way…
3 votes -
Split feature and Beneficiaries of Transactions must be selected from a list
1). When we split a transaction into other categories, (i.e. split the amount into other categories) can you make the transaction appear in the transaction log as a single transaction with the total amount before the split? And when we select the transaction, to show us from below in growth, the splitting of the trades we made.
2). Beneficiaries of Transactions must be selected from a list. The beneficiary must have fields of registration such as: (Name - Business Name - Register Number - Address - Telephone fixed - Mobile). This information is available in the Proof given to us…
9 votes -
automatically match payment type when adding a new record
automatically match the "payment type" from cash to whatever it is when adding a new record. For example, if I add a record to my credit card account, the payment type changes to credit card automatically.
5 votes -
Show several periods (months) in the Incomes & Expenses Report
Now there are only two periods shown. I'd like to see several months there
3 votes -
Share budgets and goals with family
Currently you can create budgets separately in Android and iOS, but they can't be shared with family members. It would be great if budgets could be created and shared with family so both parties (even if they are using android or iOS) can see and get notifications about the same budget.
6 votes -
addition of Labels for data import
I am now almost ready to migrate all my data from my previous system (Moneywiz) and give access to my family members. However I have just realized that one field is not mapped with the imported data : Labels...I use labels extensively to tag my records and may budgets are based on labels. Would it be feasible to request the addition of Labels for data import? A simple text column with delimited tags would do the trick. Please le me know whether this is feasible and if so what would the timeline be.
3 votes -
I have purchased life time license for wallet app. I noticed two issues with the app. Issue 1: whenever a transaction is cloned the new tr
I have purchased life time license for wallet app. I noticed two issues with the app.
Issue 1: whenever a transaction is cloned the new transaction is being created
with same date of transaction as that of earlier. Correcting date and
time manually is tedious.
Suggestion: Whenever a transaction is cloned, date and time of the new
transaction should be the present date and time on which transaction
is cloned.this may be looked into.Issue 2: In debt module, whenever a debt partially paid record is added and saved, zero amount is saved. This also may be corrected.
1 vote -
Payday
set the start day of the month also on IO's
18 votes -
Display recently cleared transaction separately
As it is now, I often have a mix of transactions from different dates that are either cleared/uncleared. So periodically I have to go back through older transactions and determine if they were recently cleared. The happy situation is when they actually go to the uncategorized section, but more often than not the AI automatically puts them in a category, making it very difficult to determine whether it's a transaction I already confirmed to be ok or a new one.
3 votes -
Modify uncleared movements
I seriously don't understand why I can't modify uncleared movements. I will spend weeks with wrong analytics because I made a big purchase and it's wrongly categorized. I don't care if then it disapeares as it clears, but as long as its there, I want it to provide correct data . Please help.
12 votes -
Show the total by other currencies also
I am using wallet with two currencies, however the total numbers are displayed only in Base currency. We suggest to add the total by currency also for better control and calculation view.
14 votes -
to be able to group the "list of accounts" in the main screen (ACCOUNTS)
i want to be able to group my list of accounts based on categories i provide. for example:
i would like to be able to create this categories ("cash", "crypto", "daily accounts i use") and then choose which accounts i want to be shown in which categories (i should be able to have an account in multiple categories if i choose to).to also be quick and easy to switch between the account categories.
this will reduce the UI noise i have as i see all my accounts in the main page.
9 votes -
In the time filters of the "transactions" section, also add the possibility to see them all (from the beginning to today)
In the time filters of the "transactions" section, also add the possibility to see them all (from the beginning to today)
3 votes
- Don't see your idea?