General
482 results found
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In Template feature, add "Transfer" type
When setting up a template there's only "Income" and "Expenses" I would like to suggest to add an option "Transfer". Additionally, also add "Transfer" option in type under Automatic Rules feature
36 votes -
automatic rules transfer
Hi! In the automatic rules, I miss adding the transfer option between accounts. I have scheduled automatic bank transfers set up between my accounts and manually setting it up is a bit of a no brainer if it could be easily scheduled in the Wallet App. I hope you can add these features.
36 votes -
Possibility to find records by known price
Have you ever tried to find a record of expense and you could not remind where and when shopping was done, but you remember how much (more or less) you paid?
For example - few days ago my colleage aked me where I bought a rear bike light. I remembered that I paid for that between 80 and 100 pln, but I could not remind where. I wanted to check it in Wallet searching by price and then I noticed it is not possible.
So the improvement idea is:
Please add seach filters to search records with price from X…35 votes -
Allow Planned transfers and considered in Budgets.
Allow Planned transfers and considered in Budgets.
30 votes -
Planned balance after each planned payments
Into existing planned payments widget or screen, please add planned balance after each planned payments. We will see which day will show a negative balance !
30 votes -
All account types should let imports
Right now just General Accounts let import and automatic import. Since not all accounts are connected to a bank but a csv filemay be uploaded, all account type like Credit Cards should let transactions import.
30 votes -
Transfer transactions
Hello there. I am using wallet premium for a while and I am using it on two platforms: Android, and web service. When I enter a transfer transaction on Android, the category of the record is "unknown". However, if I enter the same transaction on the web, it is recorded as "Transfer, withdraw". Unknown transactions are shown in expense reports but it is not an expense. Could you please change it?
30 votes -
29 votes
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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 -
Debt Total Calculation, Improve Debt Section
Please improve the debt section, I have five debt accounts but I cannot easily figure out the total loan amount, every time I have to calculate five loans. and If possible, given the option of calculating interest along with the loan, then it will be very effective in managing the loan. also include option of sort the loans.
27 votes -
Multiple currencies when creating a goal
The "Goals" section is already there, so I'd say this is a improvement only. When creating a new goal, it automatically set the app default currency as the one for the goal. It would be nice having multiple currencies when creating a goal, because sometimes we have goals in different countries, so if I'm saving money in Portugal, I'd like to see € as the currency for this goal, not £. Thanks! And sorry for my english.
26 votes -
Do not change the record order if change is other than date
Hi.
If a record is changed, for example, the category, do not change its order on the record listing. Only change its order if we do in fact change the date/time.
Here is a concrete example.
When my bank syncs, all records are received with the same time (00:00). If I change the category, the order automatically changes, and that record goes to the top of that day.
Imagine that I have the following records:
22 Jan
Transact 3 (00:00)
Transact 2 (00:00)
Transact 1 (00:00)
21 Jan
Transact 0 (00:00)The above is the order received from my bank.…
26 votes -
Allow Adding Categories instead of AI functionalities
Please, Allow us a Toggle optiom in Settings menu to enable or disable machine learning and AI functionalities
Case 1: (Default)
Action - Enable AI Functionalities
Outcome - Categories and Sub-Categories remain Fixed (Categories can't be added or deducted by the user)Case 2:
Action - Disable AI Functionalities
Outcome - Categories and Sub-Categories Become Flexible (Categories should be easily extended or deducted by the user themselves)I understand "the reason for which new categories cannot be added as the app uses machine learning that works with structured data. If users added categories themselves the data would no longer be…
25 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 -
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 -
Cashflow doesn’t consider planned payments
The Cashflow only shows in & outflow of actual transactions. But it does not consider planned incomes and expenses when I filter across a certain time period.
In my case all my monthly expenses are getting payed during the month but my loan arrives at the end of the month first which lead to the result the I even face a negative Cashflow even if the planned income within the selected time period exist.
Thank you and best regards
M. - Lifetime License owner
24 votes -
Transfer between "Synced" account to "non-synched one"
Hi
I have two bank accounts. One of them is synched automatically while the other is manual. The issue is there is no option to transfer between them in the Wallet. So I have to choose "transfer to outside Wallet" Would you please make this feature available in your system? Hopefully once done, please make the transactions to be "MATCH" so we will not have any duplicate transactions. Thanks.
23 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 -
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 -
Add ability to edit a record date for a linked bank account.
The problem is that a real transaction date does not equal an execution date. The transaction is shown in the application with the execution date, which is not the date when the money was spent.
22 votes
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