General
482 results found
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Automatic rules - price in the triggers
There should also be price in the triggers and not just keywords.
1 vote -
Improve Paypal + Bank account with rules
My paypal purchases are funded by bank account withdrawals. Everytime I make a Paypal purchase, paypal sends two records: the actual purchase (fine), and the bank account funding (classified as an "income" : this is the problem).
I would like to make rules to transform it in a "transfer" between by bank account and paypal. This would save me a lot of manual editing.I have to do a similar process when my banks sends the data, because the paypal purchase count as "expense", and I need to reclassify it to "transfer" to PayPal account.
For sure everybody using Paypal…
3 votes -
Lack of Transactions carried out abroad
All payments I made abroad, such as taxis, restaurants.
They do not appear in transactions.1 vote -
Bank Sync
Bank Sync does not work after multiple attempts. Thats really frustrating.
1 vote -
IMPORT FEATURE
Hi,
Is it possible to add feature that allow to link other section such as hours, place when importing a files. RIght now it is only possible to link a column to the date, amount, payee ect... But i think it could be great to allow the linking of all section that are contained in the template.
King regards,
3 votes -
idr currency rate
1 usd is 15.500 idr, in setting max is 10.000 please help to change the max number
3 votes -
QIF format import
Import QIF format from MS Money or Quicken
1 vote -
Please allow more flexibility with Categories, I want to create my own, main one and sub, but your app is making it hard.. Love the app
Your categories are not flexible at all, please add more funcions to it so we can create our own stuff
1 vote -
Allow users to change their base currency!
Croatian Kuna (HRK) doesn't exist anymore, yet I cannot change it although I've paid for premium
3 votes -
Support transaction fees on investment accounts
First, thanks for putting such amazing efforts into ramping up the "Investment" accounts, it is a great feature that makes tracking my stock investments better but would be great if you support transaction fees.
I think everyone will agree with me that brokers charge fees for any buy and sell transaction which is crucial information to put in each record.
Best regards, Felipe.
9 votes -
My bank account is still not connected and I get an error. No submit request for a ticket available.
My bank account here in the Philippines is still not connected even after the key pin from the bank already confirmed it. It says that it's the app's end that has an issue. I tried submitting a ticket but no submit request button can be found no matter how much I refresh the app both on the phone and the web.
1 vote -
Mortgage Tracking
This has probably been posted already but my specific improvement would be to track mortgage payments and differentiate equity vs interest.
Treat equity as a transfer into another account (let's say "Home Equity") and treat the interest as an expense from the form of payment.
I treat the app as both an expense tracker and a net-worth tracker so paying a mortgage (which I'll do soon) would mess up the numbers quite a bit unless I sit down and do the math manually (which I have no problem doing so but it'd be great to have it integrated into the…
3 votes -
outlook not works well
The planned payments and income are not displayed correctly when I want to see what my balance will be, for example at the end of 2024. I have done a test and entered a monthly planned expense of €500 and a planned monthly income of €1000. According to these planned income and payments, at the end of 2024 you would have about €6,000 in balance: 12x€1,000 - 12x€500. How can it be indicated that the planned balance will be more than €13,000!!?? I attach screenshots
4 votes -
Custom Interval as Default interval on Dashboard
It would be nice if we can set a custom interval as default interval on dashboard or something to adjust the day the month has to start.
E.g. if I receive the compensation the 27 of the month, I need default statistics to be in range 27 mount -1 <> 27 current month.
2 votes -
Please fix bank sync in Canada
Hi guys, I bought your app and it's amazing! I found it really difficult to link accounts to Canadian banks. For example, I managed to link CIBC after many attempts, but it still doesn't read transactions correctly. It's easier to put in manually and that's a bit annoying sometimes. Scotiabank doesn't link at all. Please take a look
1 vote -
crating a width portolio of assets
U should addd alior bank and velo bank in poland. There also shuold be possibility to create deposit with intrest rate and info about duration and capitalisation.
2. gold silver etc. creating a portfolio for coinf and bars for precious metals.1 vote -
Reconnecting Bank Accounts fails constantly
Bank Account was being refreshed fine but suddenly is asking to Reconnect, but the link to redirect to the financial institution does not work. Tried this on both the Android APP and on the web and neither work.
1 vote -
change income on last day month to first next month
transfer incomes to the exact month.
some fixed incomes are made on the 30th or 1st of the month, but in reality is the income of the next month.
if an income comes on the 30th, it wouldt be fine to change it to the next month.1 vote -
the possibility to make a monthly rapport or compare months
the possibility to make a monthly rapport or compare several months.
Make a visible (and printable/PDF) monthly rapport (like expenses structure) with "or" expenses "or" incomes so you can see the differences.1 vote -
Bank sync for Serbia
It would be verry helpful if there is option for bank sync to choose Serbia as county and main banks in our country.
1 vote
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