General
482 results found
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[BUG][IMPORTANT] Planned Payments
There is bug when I want to make a "Planned Payments" with type "Transfer" it will show error "Select Category".
There is 1 problem, and the next one is when I'm going to make transfer between accounts the category will show as "Unknown" and next on the category will changed to "Others", this is confusing me... BUT when I do transfer from website it will categorized as "Transfer" please fix this bugs, thanks
Best,
Vonso FH3 votes -
Shopping list
Please, add shopping list to web app
4 votes -
Option of entering warranty date manually as well
We all get an option of selecting warranty in terms of number of months. However we all purchase products online and many instances where payment date is different from date of invoice from which warranty generally commences. An option of adding manual date and manual duration of warranty helps to track down warranties much more easier.
3 votes -
Group sharing
There is an illogical flow for adding new person on your "group", it's let him have an admin access as dedult and I should replace It all and let him see the only account related to him
Second, when I create a new account, I should replace all the old members permission to "no access" cause it sets as default!
Should reverse this now flow
4 votes -
outlook vs. budget vs. planned payments
Although the budget and planned payments are good in theory, they really do need to link back into the cash outlook so you know how much money you have remaining based on projected spending (not just actual spending).
For example, you have a range of fixed repayments every month on certain dates. But then you have $2000 allocated for spending for the month which is not allocated to one individual future transaction, but instead a range of purchases. You can put this under the budget, but it's not considered part of the outlook report, unless you spend from it. The…
24 votes -
Interest rates and APR
It might be a good idea to put a spot where you can record interest rates or APR for credit cards. It'd be even nicer if they could automatically calculate a estimated interest charge for the end of the statement date
22 votes -
Less "friction" to add records
Hi,
I feel like there are some little inconveniences that “increase friction” - meaning require actions that could’ve been avoided in order to improve user experience. In my opinion, the fewer clicks user has to do in order to add a record, the more motivated he is to do that. So I’d like to share some suggestions about those inconveniences.- Automatic rules & Category
I feel like at the moment automatic rules are kind of useless in a day-to-day usage.
I’ve set up a bunch of automatic rules to assign category based on the keywords in the Notes field. But…3 votes -
Add Ukrainian ABank integration
Now I am adding all my accounts as "Sync With Banks" and noticed that ABank is absent. Could you please add it? Thank you in advance. Here is the link to this bank https://a-bank.com.ua/
3 votes -
In the 'Categories' menu, give users an option to delete categories they don't need, instead of just 'hiding' them.
In the 'Categories' menu, offer more customisation to users by giving them options to:
.) Add categories and sub-categories they want.) Delete categories & sub-categories they don't need from the existing list of categories available, instead of just 'hiding' them.
3 votes -
Adding DBS Bank for Bank Sync
There is a competitor app in Singapore called Dobin, and they are able to connect to DBS and all major banks in Singapore for bank sync.
Why can't we do it in Wallet?
4 votes -
Change transaction type automatically when choosing a category
(Web app and mobile)
When we directly choose a category and add a transaction then no matter whether it's an income or expense category the transaction is added as the record type by default(expense).
The feature should work like when we choose a category it should take the transaction type as per the category.
Example scenario. The default transaction type is expense. If I choose salary and add transaction then even if salary is income category the transaction is added as expense. The flow should not be like that.
1 vote -
Add support service via email or phone
Have a real support, not just the Zendesk FAQ
3 votes -
Records remember transaction creation date, not overwrite with exectuion date
App currently overrides the record date with execution date.
But its critical for me to see how much I spend on a given day.Currently the transaction date overrides with execution date and for example clusters all transactions since friday to a monday when they get executed.
App should remember the transaction creation date and provide option to use this to sort records.
3 votes -
compare
Hey there,
I'm still testing out this app to see if i'm going to buy it or not.I would like to compare my categories not just with the previous month but but with the last 3,4,5,6, etc... months.
Is there a way to do that?
4 votes -
Ideas & customization required. Bugs to be rectified
These are some the features & customization that will be very helpful. Also please rectify the errors/bugs :
Option to add more main category other than the default ***** very much required
Option to add more second level category ***** very much required
Option to reorganize categories (like move up, move down)
Goal are stand alone. Need option to transfer between actual accounts and goals. Goals can be considered as virtual accounts. Or another option is to block amount in a account towards goal.
Features to track investments, deposits would be really helpful. Options to consider inflation, interest, CAGR and…
3 votes -
Pumb
Add integration with Pumb. It's a Ukrainian bank.
3 votes -
Remember keep last used accounts filter In transaction view per device
When you open the transactions page you have to set the accounts filter each time. It would be nice to have that setting stored locally on each device.
3 votes -
Payment Status in Planned Payment
I would like to request for payment status option during planned payment creation and also when confirming planned payment.
Some of my payment paid using credit card, and I marked it as 'uncleared' when creating a record. But in planned payment there is no option to set payment status so everytime I confirm, I would have to go to record list and change the status from 'cleared' to 'uncleared'
6 votes -
Hide menu items
Let users hide menu items in setup - there are so many items which completely not working in app and are completely usesless
4 votes -
Incorrect results of convert money
Convertation money rate in app incorrect. In my case byn/usdt. When I convert byn to USD your app use incorrect rate and writes the final amount of usd. When I manually corrected it your app change the amount of BYN.
For me this is critical.
I see a solution - allow manual editing of the final amount.3 votes
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