General
482 results found
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Shopping list multi currency option Base currency change Allow to create main catagory and sub as well insteadnonly sub catagory Add a secti
Shopping list multi currency option
Base currency change
Allow to create main catagory and sub as well insteadnonly sub catagory
Add a section for notes
Add feature for backup and restore
Add feature to schedule transfer form account to goals
Allow to add catagory to goals
Mutli currencies when creating goal6 votes -
Year option as - Calendar year & financial year
Currently yearly budget is set as calendar year. Please provide option to use year as calendar year or financial year.
This will be much useful while setting up yearly budget, analyzing Income & expenses.
6 votes -
Settings → General → Hide time from records
There is already a setting for hiding decimals (which I don't use), but I would appreciate, if I would have to input only the date of the record. I don't know who plans or analyses expenses by the hour? :-)
Even if it writes all the hidden times to 00:00 ...
6 votes -
Balance Structure in Pie Chart
Add a new card option for the homepage or a new card on the Statistics' Balance subpage that shows a structure of our balance. It is showed as a pie chart with each account's amount or percentage to the total amount.
It will be very helpful to know how diverse our portfolio, so we can do or plan our next action regarding to it.
6 votes -
Share budgets and goals with family
Currently you can create budgets separately in Android and iOS, but they can't be shared with family members. It would be great if budgets could be created and shared with family so both parties (even if they are using android or iOS) can see and get notifications about the same budget.
6 votes -
Account Description, Transaction Clone and more
Please give some priority for web version, I have couple improvements where I feel necessary for better use:
(1) Account should have a description (I have so many manual accounts where i'd like to have a description for)
(2) Ability to "Clone" a transaction similar to what available in mobile versions
(3) Ability to have additional user account / profile under one email/user i.e. currently i am recording my investment activities where i have them recorded with no issue but i am hiding them from the statistics to avoid mixing my expenses with my investments records, hence i would like…
6 votes -
Move multiple records from one account to another
Currently, the only way to move a record from one account to another is by manually opening each record and updating the account.
This is needed because I cannot import CSV files in an existing credit card account, but instead need to have a temporary account to import the records and then move all of them to the credit card account.
This is at least the process I found to be able to integrate the Amazon credit card (LBB) invoices in the Wallet (sadly, this a manual process that is needed while we don't have a bank sync integration with…
6 votes -
Automatic rules for category should not automatically "confirm" the transaction
Recently Wallet introduced the concept of "confirmed" or "unconfirmed" records. This is very helpful to make sure that I manually check every new record, including those with automatic rules for categories. Unfortunately, it seems that it is now marking as confirmed all the records that were categorized by automatic rules, which ruins the purpose I give to this new feature.
Can you make it so only manually confirmed records are checked as confirmed? Or maybe, an option for each automatic rule to confirm or not each record affected by the rule.
Thanks6 votes -
Add embed access through Notion website
Actually, if you try to access the web app through Notion embed blocks it didn't work. Maybe the API does not support access through an external browser.
It will be beautiful to add the Wallet dashboard graph to my personal Notion page.6 votes -
save filter
It would be really helpful if I can save filters for later use. I check different things regularly, and I need to change my time frame, select different accounts and select different categories. It would be really helpful if there were this forth section on the filter screen with quick filters that I can add and edit.
6 votes -
Location Picker Improvement
Add the ability to see a list of nearby places when adding a record and choose the one that matches the current location. This feature was available in 7.0.230, which I wish to come back soon 🔜
6 votes -
Smarter Budget Trend Daily average/recommended
Hello, thank you for the handy product. I use budgets and I like the trend calculations. But in my opinion, the daily average/recommended should be able to separate some categories from others.
For example, I have large payments from the beginning of the month for rent, scheduled payments, etc. that affect the daily, and in this case the daily recommendation is not useful because I cannot compare my real daily expenses after payment by categories of obligations with those for which I make expenses every day.
I would like to offer the possibility to set a daily average/recommendation separately for…
6 votes -
Payment Status in Planned Payment
I would like to request for payment status option during planned payment creation and also when confirming planned payment.
Some of my payment paid using credit card, and I marked it as 'uncleared' when creating a record. But in planned payment there is no option to set payment status so everytime I confirm, I would have to go to record list and change the status from 'cleared' to 'uncleared'
6 votes -
Add total for the day in the records view (it was there before, it still is on web)
In the records tab there used to be a "Total for the day" number.
For example you spend $5 and earn $13, the "total for the day" would be $8. It was placed at the right edge, on the same line as the day. It's still available on web, but it's missing in the Mobile app.6 votes -
Autocomplete shopping list items
When typing to add a new item to the shopping list, the app should autocomplete with existing (crossed out) items, to avoid adding duplicates to the list. If I then choose an existing item from the dropdown, that item should be un-ticked instead of added again.
This is exactly how tickboxes in Google Keep work, and it makes sense for a shopping list, so you can quickly type in the item you want to add without having to first scan the whole list to see if the item already exists.
6 votes -
Horrible Customer Service & Needs Improvement on Bank Connections
The bot should allow us to talk to a real person. The articles it refers us to aren't updated. You don't describe how to process a refund if you didn't use Google Play or Apple. Paypal should be listed. The bank hasn't connected and I am not sending my info through email. Screw this app. Refund the same day.
6 votes -
MISSING 2FA!!
Goodmorning, I'm using your Wallet product but I think that the 2FA it's very important and should be added as soon as possible since there are sensitive informations in the application that deserves more protection.. I hope you add it soon because I would like to be safe with my account and privacy matters. As a company that manages privacy details of people, you must have this REALLY IMPORTANT feature, or people data are not safe.
Thank you.
6 votes -
Sync with All America Bank (not working)
Adding the All America Bank and it's online version Redneck Bank are NOT WORKING. I pay for premium. Please fix, thank you.
6 votes -
Include budgets in the "Outlook" balance forecast
Outlook only includes planned payments to work out your predicted balance. It would be more accurate to include budgets in the balance forecast too.
6 votes -
Selectable exchange rate when creating a record
When creating a new transfer record from one account to another you should be able to select your desired exchange rate and not the one that the app gives you by default. SInce exchange rates for currency pairs are changing constantly and the transactions from one currency to another are not the same all the time, it might be better to manually select it and that it displays the historical exchange rate for the transaction's date.
Also if the app could suggest exchange rates updates or dynamic changes based in an API, it would be great.
6 votes
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