General
482 results found
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Sum total of Planned Payments and Budget in one report at the end of period.
A report that shows forecasted balance at the end of the month or week that includes Planned Payments, Budgets, out of budget expenses, and amount of savings from allocated budget.
If adding Planned Payments in the report will be complicated, please add option in creating Planned Payments that can easily add it into Budgets ("Add this to budget" checkbox").
There's a lot to improve but this feature is a must. I will definitely subscribe if this feature will be added.
20 votes -
Your supportbot is maddening
I just spent a rather frustrating time with your popup support bot on the web app. No matter what I said it would merely repeat "Here are some articles that might help". It felt like talking to an obstreperous four year old. Given the ubiquity of LLMs that you can actually have some sort of conversation with these days, it feels like this is worth upgrading - its not a great UX to say the least.
18 votes -
Payday
set the start day of the month also on IO's
18 votes -
Faster Flow for "Add Record from Templates"
In order to add record from templates, I currently need:
- 4 clicks on the Web app
- 5 taps and 1 swipe back on the iOS app (including one to hide the auto-shown keypad)The flows would be faster if:
- iOS: keypad is not auto-shown, or there is an option for that
- Web/iOS: there are dedicated buttons/widgets for "Add Record from Templates" which leads directly to the Templates screenThanks!
18 votes -
Create automatic rules and planned payments from existing transaction
When you edit a record it should give you the option also of adding a rule or making a new rule as well as give you the option of adding it to planned payments. it also should show all other simular transaction
18 votes -
When setting location of a transaction, it would be helpful to allow a searchable GPS location with Google API maps to more easily find
It would be helpful if BudgetBakers Expense Wallet included a searchable Google API map when setting the location to add place, rather than dragging and dropping the location, which may be harder to find when entering in older records.
18 votes -
I cannot update my accounts since 09/15/2023 my bank is CGD of Portugal. what happened ?
I cannot update my accounts since 09/15/2023 my bank is CGD of Portugal. what happened ?
17 votes -
Add option to manually sync bank accounts
Add the ability to manually sync selected or all bank accounts to update records and balances within Wallet.
17 votes -
Expenses in a category should also take into account income in that category
For example
If I go to McDonald's with 2 friends and pay 30$ but get 20$ back in separate transactions from my friends, the expense report will say I spent 30$ when I actually only spent 10$
17 votes -
Filter by account
We should be able to add account(s) to a filter or instant filter to be saved.
I know the UI you can set a filter and accounts separately, but being able to add certain accounts to filters would allow us to do quick filtering by accounts, for example, maybe we only want to see all investment accounts, all savings accounts, etc.16 votes -
Caixa Geral de Depositos
I purchased Wallet recently and I was satisfied and pleased with the app, it had helped me define a budget and get an overview of my expenses but one day, my bank, named in the title stopped syncing and updating data.
The mobile app had no information as to why this was the case, I tried day after day to no avail. It was only when I checked the web version that I discovered that my bank would be unavailable for syncing until the 26th of November, today.
Today I opened the app tried to sync, same mistake. I check…
16 votes -
Last day in month
Is it possible to add choice of the last (work) day of a month to monthly repeated planned payment? (Or first work day in months?)
It could be improvement weekly period too (allow set non choiced weekday) to set it.15 votes -
Health
Health expenses are very important! It's weird haven't a category for it. Enter the health category and enter the sub-categories pharmacy, medical visits, medicines, doctor, etc. Delete the pharmacy sub-category in shopping.
15 votes -
Ability to add PDFs to transactions
You can only upload pictures to the transactions. It will be great if we could add PDF uploads too
15 votes -
Please let me delete transaction loaded from a bank if nothing else
Hey, I undestand the limitations around pending payments, but I got 8 transactions loaded in January 2023 that are from December 2022, because you order it by date the transaction was cleared. This is not going to work for me. I cannot change the transaction date. I cannot delete those transactions. I bought lifetime premium, but currently I am very disappointed with these limitations.
The bank sync was your main selling point, but it is done very poorly. Please kindly let me know if this is on your roadmap.
15 votes -
Be able to exclude transactions with a specific tag
Right now you can select up to 5 tags to include in a budget, this limit seems arbitrary. so can we either have this limit removed effectively allowing us to exclude certain tags or add a field that is excluded tags from a budget.
15 votesHello there,
We encourage more users to come forward and express their interest in this feature. Once it gains more traction and we see a higher demand for it, we can pass it over to the developers for their consideration. Also, you could tell me some more use cases that help me understand the need for this. Thank you.
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Euro currency changeover
On January 1 2023, Croatia switched its currency from kuna to euro at a fixed rate. This is something that the users of the app couldn't influence on because it was officially announced on July 12, 2022.
It is getting quite difficult managing expenses in kuna currency because the official currency now is the euro.
I think you should introduce an option to change the base currency when a country switches its currency because euro changeover will probably happen in the future to Romania and Bulgaria.
Because the currency changeover is at a FIXED rate, it probably isn't so difficult…14 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 -
Integration with other apps
Thanks for the nice app, one think it makes it hard to use for me is that it lacks integration with other money related apps such as Splitwise or Satispay. For example, I use Splitwise to share expenses with my partner, so I spend for real half of the transactions detected by Wallet in the bank account because I get reimbursed by bank transfer from the partner. Or I pay myself to balance the transactions in Splitwise, but this money transfer doesn't correlate to specific transaction. So the only way is to add everything manually...
13 votes -
Budget - adding a "quarterly" budget
any chance of adding a "quarterly" budget? thanks!
13 votes
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