General
482 results found
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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 -
Budgets only track negative transactions (expenses) but should also track postive transactions (income, reimbursements)
Currently, as far as we can determine, a budget (either one-off or reocurring) only takes into account negative valued transactions (expenses) and does not consider positive value transactions (income, gifts, or reimbursements). When you set a budget you say how much you are willing to spend, and you track all the transactions using a defined label. If during the budget period you have a positive valued transaction and assign it the budget label, Wallet does not take into account that transaction and update the remaining budget value. This doesn't make sense to us. We give you some real examples
Imagine…
13 votes -
Option to change email
So I wanted to change my email for personal reasons. I think we should have the option to change email in case an email server is deprecated
13 votes -
Advanced automatic rule
Use AND or OR statement in my keywords, as well as specify in which account this rule should be looking into.
For example, what I would like to do is the following:
Desjardins AND VISA AND Remise IN Current account ONLY Expense -> This would mean that it would look for these 3 keywords, in a specific account, and only for expenses.13 votes -
Visualization of the budgets on the diagrams
We have budgets (lets say for a month we have 4 budgets equal to 500).
This information can be visualized on some of the graphics (for example cashflow or ballance trens) so the user can see how close they are to step over their Total budget for the period.
Since there are multiple budget cases, this is a way to review your overall total budget.This option can be made with a chose to visualize/not visualize depending on the users preferences
13 votes -
Budget - adding a "quarterly" budget
any chance of adding a "quarterly" budget? thanks!
13 votes -
Credit card should have a billing date
I think the account type credit card should have a billing date and the monthly records view of the accounts should have periods between billing date instead of 1 to end of month.
12 votes -
Exclude by label
Hello, I have a suggestion for an improvement to the application. It would be very convenient to have the ability to filter by excluding a specific label. Currently, we can filter entries only by labels, but we cannot exclude them. It would greatly enhance the user experience to have this feature implemented. Thank you for your attention and consideration. Best regards, [Your Name]
12 votes -
Unable to link transfers in general account to bank accounts
I have a account created (Paytm) using import functionality. Unfortunately, I am unable to properly categorise transfers from bank account in it. There is no option. The only options are Cash and Outside of Wallet.
Ideally, it should allow to categorise a transaction as "transfer from". This helps in removing them from expense calculation and thereby reducing duplicate count of transaction.
12 votes -
Accounts to display Available Funds in addition to the Current Balance
Currently accounts only show the "current balance", which doesn't include unsettled/uncleared transactions. E.g. if I have $500 and $100 is pending, Wallet shows $500 while it's actually $400.
Could you please add both values to the account card.12 votes -
Modify uncleared movements
I seriously don't understand why I can't modify uncleared movements. I will spend weeks with wrong analytics because I made a big purchase and it's wrongly categorized. I don't care if then it disapeares as it clears, but as long as its there, I want it to provide correct data . Please help.
12 votes -
Add new default subcategory for Vehicle: 'Tolls'
For categorizing:
Vignette purchases for motorways,
Ferry costs, etc11 votes -
Add "Add Interest" Option For Debts
If You can add a option to add interests for debts it will be a great improvement. There is no way to change the value of bebts without adding record of repaying or increasing. If there is a option to change initial balance of debts like adjust balnce in accounts it will be ok. Because it won't change amounts of the accounts. Otherwise You need to add a option to add interests.
Thank You.
11 votes -
Add the option to insert a pdf file of a receipt or invoice as an attachment to a record.
At the moment, it is possible to insert an attachment (invoice or receipt) to the record only as a photo or as an image. I receive invoices and receipts from stores mainly in PDF format. It would be nice to embed the PDF directly and not convert it to an image.
11 votesHello, We would like to express our gratitude for your valuable suggestion. Our team is currently fully engaged in the development process, working diligently to bring new features that will provide users with enhanced control over their individual settings. We are excited about these upcoming additions and anticipate their implementation in the near future. We genuinely appreciate your choice of Wallet and look forward to offering you an even better user experience. Thank you once again for your support!
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ToFix:importing csv is going back all date column 1 day in time
After uploading, accepting the file and validating the columns with the webapp fields, I was careful to verify that all dates in the date column are being anticipated by one day. This does not happen in the import display table, but when the data is registered in the system. I've done several tests and they all return the date by one day. I'm using the Brazil webapp (GMT-3).
11 votes -
Add deducted or added amount in debts
After each transaction of debts, just show in corner of transaction after balance.
Like paid debts transaction shows current amount of debt in line.11 votes -
Sodexo Gastro card
Please, are you also considering the introduction of meal card management? Like for example the Sodexo gastro card? Thank you for your reply to vojtech.kolmacka@gmail.com. Thank you
11 votes -
Allow bulk change type of record (transfers management)
Currently if I want to change a record between Expense, Income or Transfer I can only do so one by one.
In my case, and I think it's a common one, I have lots of transactions happening in Paypal but it's using one of my bank account as source.
I want to have both on Wallet as the full details of the transactions are on paypal, not on my bank account (which only show something like "paypal 1234567".
What happens if I add both paypal and my bank account is that I get double the expenses. What I'd like to…
11 votes -
Add a widget to have the balance by accounts categories
Hi !
I would like to have a widget to display balance by accounts categories.
For instance :
Current accounts :
Saving accounts :
Credit cards :
General :
Cash :
TOTAL ACCOUNTS :Thank you!
10 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.
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Backup and Restore Data
It must contain, in data section, a backup and restore your data bottom.
(I faced a problem about that. In my old device my account was logged in with google account where it contains all my data, but when I switched to a new device I lost my last 3 months data and till now could not get it back)10 votes
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