General
482 results found
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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 -
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 -
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 -
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 -
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 -
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 -
QIF format import
Import QIF format from MS Money or Quicken
1 vote -
Bank Sync
Bank Sync does not work after multiple attempts. Thats really frustrating.
1 vote -
Lack of Transactions carried out abroad
All payments I made abroad, such as taxis, restaurants.
They do not appear in transactions.1 vote -
Automatic rules - price in the triggers
There should also be price in the triggers and not just keywords.
1 vote -
transfer from a bank account to a credit card
A transfer from a bank account to a credit card which repays the outstanding balance of the latter should be able to be classified under an expense category (e.g. Loans and interest)
1 vote -
Add a card and appearance of available cards for selection
When i select to add a card in my mobile app and appears to be selected, when i go again to the same selection tab for inserting more cards, the one selected previously is available again for selection. In my opinion this should not happen, when you select a card to appear as a statistic dashboard it should not be available again for selection when you go again to the "adda card" option.
1 vote -
add more sub-categories to the existing main categories
We should be able to add sub-categories in the main category of expenses or revenues. We should be able to add a revenue sub-category and not just add a sub-category to the existing sub-categories. e.g. Iwant to adda sub-category for revenues from insurance and have it at the same level with the rest of the sub-categories like "payroll" or "gifts" etc. currently i can create a sub-category to the existing sub-category or i can re-name an existing sub-category but this does not meet my needs
1 vote -
Rename of a sub-category, budget creation and name appearance when I edit the budget
When I rename a sub-category and make a budget for that, when i try to edit the budget the old name of the sub-category appears and not the updated one
1 vote -
BUG preventing me to add tickers of length 1
BUG: When adding new stock to a investment account, I'm unable to search for single character tickers as there seems to be a validation issue that only lets you continue when at least two characters are inputed in the search which is not correct. Example single character ticker: U (Unity).
1 vote -
Add Euronext Amsterdam (AEB) exchange commonly used by European investors
Add Euronext Amsterdam (AEB) exchange commonly used by European investors to track ETF such as IWDA. Thank you
1 vote -
Add cryptocurrency tracking to investment accounts
Simple tickers for BTC, ETH in investment accounts are really important to have as many users have these assts in their portfolios
1 vote -
Balance: Asset management
For the webversion (can also be implemented on mobile of course):
Add a tab on top named balance where it creates a simplified balance sheet with active and passive. On the active side you can add your assets such as houses/apps/cars, .... The rest can be filled in automatically with the information wallet has already (loans, credit card use, accounts, ...).Next to that just a simple graph which shows the progress of your total balance (with assets included).
1 vote -
Keep data available when I Archive an account
An option to archive an account, like when im closing a Credit card, but keep available the records from this account when I look for something.
Currently if I archive an account the records disapear when I look for some old ticket1 vote -
Option to Edit the Bank Sync TXN immediately without much wait.
Hi The Option to Sync with majors banks is good. However we are unable to Edit the Sync Transactions immediately. We should have an option to edit/update the Bank Sync TXN immediately without much wait. If not all fields, atleast the Category field.
1 vote
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