General
328 results found
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Loan amortisation
Add a loan amortisation schedule on the app. This way, It can automatically record the interest for the month and automatically post the payment to the account.
7 votes -
Quick select today's date and time after cloning
There should be a button to quickly select today's date and time after cloning a record. Right now, you have to navigate the calendar to get to the current date and time, which is time consuming and error prone. Adding a 'now' datetime button will really fasten the process you'd be able to clone an old record to now in just a few clicks.
3 votes -
id like to import my investment account like mint can do it...
i got 3 stocks account that mint can import from my bank and not this app
id like to see that.. a real must ;)1 vote -
Label grouping
We are not allowed to create catagory. So we need to add more labels, and sometimes this is hard to find exact labels. This will be great if we can group the labels.
13 votes -
Can we please get a "Spending by labels" chart?
Can we please get a "Spending by labels" chart? No matter how good your fancy algorithm is, it's impossible for the Wallet to know what every transaction is. The reason why the free Mint budgeting app dominated every budgeting app for years over paid ones was the ability for it to memorize custom labels on transactions, let users create custom budgets, and be able to see how much money is left MANUALLY.
3 votes -
Credit Card (Rewards/Miles/Cashback Calculation using Merchant Codes)
A feature in an account that calculates the total accumulated reward points/miles/cashback from transaction history via bank sync/ import, based on fulfilling spending on Merchant Codes / Whitelist Categories.
User can set the conversion rate e.g $1 to 4 mpd. and indicate what are considered eligible transactions on what MCC or categories.
Provides the user an overall view on the credit card rewards obtained. e.g how miles/points accumulated
1 vote -
Manage Payee
It would be easier if we manage Payee. Like how we manage label’s and categories.
Budget Bakers - Board, has the feature of managing a contact, that should be brought to wallet as well.
85 votes -
Investment tracking optins
Need features to track investments.
It can be given a separate tab with features to enter transactions, loss, profit etc3 votes -
Print Reports in PDF
There should be an option to print or export any reports to PDF or maybe able to print any transaction to PDF.
1 vote -
New Planned Payments + Export records, Merge and Group Accounts + Duplicate everything!
“Planned payments” should change to “recurring payments.” In the same area it would only be for recurring payments. One-time planned payments should be recorded as an income, expense, or transfer on future dates, just as you would record on past dates or today. It is very bad to add a planned payment from just one record, then delete it. And of course, this goes for transfers too. We need to plan future and recurring transfers.
Exporting records to an offline file would be very useful for making spreadsheets, sending them to accounting or even for having a backup. Having the…
3 votes -
Sub-account under the main account
Would like to create stashes/sub-accounts under 1 main account so that I could re-allocate funds for budgeting purposes without adding another main account which would populate my dashboard. (Clicking on 1 main account which shows the total value and then viewing the sub-accounts with breakdown of the total value)
9 votes -
Analytics Group by Sub-Categories
Hello.
I'm sure it would be great to be possible to get the analytics group by sub-category and not only category. I realy dont know why this is not implemented yet. For example if we can get a pie chart of all the expenses by category it would be great if we could have the same information but group by sub-category instead.
Ps: I know this is a easy feature to add.
Thanks
4 votes -
Use primium app for student
We (including my 15 friends using this) as students, can we get any student discount on premium otherwise make monthly full-length video ads to use those features. for us as students, it's a big amount.
make a feature list and you have to watch those ads as you activate or continue those features to use for 30 days.
if possible then give us a student discount we will share this app also in our class mate or friend of friends. we really like it and using this app1 vote -
Allow "meta account" creation
Allow the creation of "meta accounts".
My need is to manage my personnal budget and a familly budget (shared bank account)IE.
I have 3 accounts toto titi tata tutu teteI can group Toto titi under Lolo
I can group Tata tutu under Lulu
I can group Tota tata under LalaI can switch beetween Lolo Lulu Lala or "All"
In each "meta account" I can manage my accounts, transactions, etc... as usual only for its associated accounts
In the example Tete is only visible in "All" meta account3 votes -
Split expenses to transfer
At the moment transactions can only be split if they are expenses. Some times it could be useful to split an expense into a transfer also.
Use case: a friend asks me to buy something at the supermarket where I'm going to buy my own stuff. I pay for my stuff and my friend stuff with a single payment. My friend reimburse me in cash.
With the new feature proposed, I could easily split the expense into a e.g. grocery expense, and a transfer to cash for the reimbursed part.
149 votes -
Please link the standing orders from bank account to the scheduled payments in app
Hi, please link the standing orders from bank account to the scheduled payments in app. You won't have to manage manually all your scheduled payments and you will also easily see them in your future balance.
3 votes -
Show transactions for each category
When I scroll through the expenses "by category" (e.g. for this month) I would like to have a possibility to click on each category and see the exact transacations that are connected with the category in that time period.
For example I would click on category "Home, garden", and I could see where exactly the money went that month.1 vote -
Tracking feature for crypto investments
A new feature to control our crypto investments.
For example, a feature where we can make your coin name and purchase price, and a new feature that shows us the income or loss it provides by writing our selling price.For this you will need to have:
1. Purchase Price
2. Sale Price
3. Amount Received
4. Deposit Amount
5. Coin price sectionsDeposit ÷ Coin price = Received amount
Coin amount × Sold price = Money earnedis calculated as
would be a nice feature
142 votes -
view balances in both currencies at the same time
The balances come out in the primary currency, but I would also like them to show in dollars from the dollar account. When I see balances I only see the dollar amount in primary currency.
I suggest you always express the balances in the configured currencies, that way I can know how much money I have in my country's currency and how much I have in dollars.1 vote -
1 vote
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