Skip to content

General

328 results found

  1. Expenses categories should show percent (% of total expenses) along with the amount. Thanks.

    Expenses categories should show percent (% of total expenses) along with the amount. Thanks.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Wallet app forecast

    I currently use board to manage my personal finance just because it has the forecast option. Wallet is intended to be used for personal finance but it miss the forecast option. Hope to see in the future upgrade, I will purchase a full license

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Archive finished planned payment

    In planned payments.. How can I archive finished payments.. It's means after I finish recurring payment the record stuck in the top and I must to delete it to clear my payments list.. This is not true I need to archive it

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Difficulty Finding Boletos in CPF Using the Application

    I did not find in the application the possibility of finding boletos in my CPF

    A feature in an app that lets them find “boletos”, which are billing documents in Brazil, linked to their CPF, a Brazilian tax ID. This feature usually fetches boletos registered under their CPF from a database or bank. It’s a common feature in financial apps in Brazil.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Report + record function for items bought in different grocers/stores

    Things that are bought sometimes increase in prices where some stores may sell the same item cheaper.

    Would appreciate if there is a function where we can record the prices of the items bought in certain labels/stores to keep track of the expenses in order to save more.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. coingecko like manual crypto portfolio input

    manage cryptos like an account, just literally duplicate what coingecko does for its portfolio section.

    it doesnt need to interact with the blockchain, let us manually input the values or transactions.

    the only thing would need you to track is the volatile(hahahaha) fiat conversion if possible. thanks.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Payment in a third country with currency conversion.

    I have a primary account in UZS (Uzbekistani som). I have a USD card, and I am currently in Thailand. I would like to have the ability to record my card purchases in Thai baht (THB). A similar feature exists, for example, in BlueCoins, and currently, I have to use their converter and transfer the data to the excellent Wallet app.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. please add quaterly budget period and custom budget period options

    please add quarterly budget period and custom budget period options

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Bulk Adding and Editing of Records

    Currently we can only add and edit records one by one.
    Most of the time we are transacting while in a rush. Hence, we will not be able to log a record in the Wallet App. These transactions are multiple and sometimes digital.
    Unfortunately, the Wallet App does not support the banks that we have so we cannot link it. We can request from our bank the transaction details and I want to upload these instead but the Import feature is complicated.

    Please create a different Bulk Adding of Records where there is a template that you will provide and…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Disposable Income feature within Outlook Area

    The balance forecast is useful, but I do feel Wallet is missing a huge feature by not having a Disposable Income Card.

    It would be great to be able to see what my disposable income was in any given period based purely on my income and planned payments.

    This would help me budget further knowing what extra funds I had available for example, until my next payday.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Time Deposits and interest earnings

    A way to add time deposits and other interest earning accounts.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Widgets

    Hi. Please add more widgets like budget widgets, goal widgets and planned transactions widget. Thank you.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Quick bugdet based on Incomes & Expenses Report

    I propose the simplest form of budgeting - based on categories. A good starting point is the Incomes & Expenses Report.
    Each expense category would have its own budget - assigned directly on the form. The form would make it possible to change the value of the budget and track its implementation on an ongoing basis.
    In addition, it should allow copying values ​​for future periods - just like currently functioning budgets.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Add a Synchronization Support for PayTM Bank

    Add a Synchronization Support for PayTM Bank. In india it has been used by millions of users. Hence I request this feature.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. NPS Tier I and II accounts to be added

    National Pension Scheme (NPS) accounts can't be added. Auto sync for both NPS Tier I and II could help to track the investment and holdings in wallet app

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Budget - Mobile to Web

    Hi,

    It will be good if we have in the WebApplication the same feature as we have in the IOS App: "Monthly Budgets".

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Split expense details in one record

    I would like to be able to divide the details of the expenses in a record, for example, I made a single purchase of 5 products in a store and I want to record how much I spent on each of the products; Or, I went on a vacation trip and spent $100 and I want to have detail on what things I spent.

    there is currently a function that allows splitting the expense record once it has been created, but the relationship to the main record is lost when the splits are made...

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base