General
329 results found
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Recurring Transfer
It would be amazing if I could be able to create recurring transfers between accounts/wallets.
Yes I can do recurring payments and choose wallet. But let’s say that I created a “saving account” and I planned to transfer X amount money from my bank account each month. So my “savings account” balance will automatically change each month after I click done/paid/transferred option like I do on recurring payments.
1 vote -
Quick switch to transactions
The issue is that for security I have an account without a card from which I transfer money to another that does have a card. I would like to be able to do that automatically.or at least be able to do it in batches.
3 votes -
"Transfer" should have category
Similar to "Expense" and "Income," I believe that "Transfer" should also include category selection. In my case, it is crucial to have a clear understanding of the reason behind each transfer. While notes and labels can be added, I strongly desire the ability to filter and view transfer transactions based on categories.
7 votes -
Budget configuration in the web version
It would be very useful and comfortable for the user to be able to manage and view progress and graphs on budgets. I see that it is an option that can only be configured from the app.
Do you plan to include it in the web version?
3 votes -
Add "exclude from statistics" option in automatic rules (prevent double entries!)
Use case: I have both my bank account and my credit card synced.
Since my credit card is linked to my bank account, every month I get one record of the total transactions sum that were made on that credit card that month. Let's say - 500$ in total.Simultaneously, the credit card is also synced and I get the records of every one of the transactions made that month (eg. eg. shopping 100$, gas 200$, bills 100$ = 500$) this IN ADDITION to that total sum record from the bank account.
That makes the expense to be doubled!Obviously…
3 votes -
Hide Option of Balances
Users should have the option to see or hide (with asterisks) their balances. There can be an icon they can click to simply reveal the figures instead. I think this is a great security feature as I'm often scared that people around me can see my balance after I record a transaction. I attached a working example from a Filipino E-Wallet.
3 votes -
Possibility to mark an account as closed without deleting it and closing records
It would be nice to mark an account as closed, for example when I change bank. I don't want to delete it and lose all the records.
In my mind the feature would allow to:
1. mark the account as closed/inactive
2. block any transaction after the closing date on that account, or any new transaction at all
3. hide the account from the dashboard, having an hidden section for inactive/closed accounts right under the list of active accounts7 votes -
Automatically suggest to categorize all other similar transactions
When you categorize a transaction, there should be an option to automatically detect and categorize similar transactions or transfers. Based on the amount, beneficiary, account number, keyword... And create a new rule based on it
4 votes -
Import (copy paste, excel, spreadsheet, csv...) For any account.
We should be able to copy paste transactions and transfers from csv, Excel, spreadsheet... Like we can do it on mailcimp.
1 vote -
Add agenda view for past and planned transactions and transfers
It would be nice to get an agenda view with transfers, expenses and income. Statement and total on the agenda would be great to be shown on this view too.
1 vote -
3 votes
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Dashboard card to show "Expenses by Label"
I would like to be able to view a Dashboard card to show "Expenses by Label"
This would create much more customization for users.
1 vote -
Filter based on amount
Allow records to be filtered based on the amount. Say for example -> filter all expenses in 2023 which are more than 10000 or less than 1000.
1 vote -
Sorting
Develop a new feature to view records(expense/income) in a sorted manner based on amount, name etc.
1 vote -
Sub-accounts
Several banks allow you to create sub-accounts or 'pockets', so that the client can better separate and manage money, it would be interesting to be able to extend this same feature in the accounts created in Budgetbakers
8 votes -
Under outlook can we also have the option to see the planned income and planned transfers as widgets
1 vote -
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 -
Převodů z běžných účtů a přehled příjmů
Aplikace splňuje moje očekávání, je přesně taková, jakou jsem se představoval, jen bych prosil o vylepšení některých funkcí. Jedna z nich je, že při převodů z běžných účtů na spořící nebo z jednoho běžného na druhý běžný se občas zobrazí ikona převodu, ale občas ne a pak mi to dělá nepořádek v přehledech, protože si k tomu já automaticky ikonu převodu přidat nemohu, protože není v nabídce. A druhá věc, kterou bych ocenil, by byl přehled příjmů takový, jako je u přehledu výdajů.
0 votes -
grouping records
Introduce records grouping option. for example, I have an account of my daily expense. and I have bought a desktop and its accessories. and I did not buy them in same month also. when I want to see that transaction in one place, either I have to label them, or I need to create a separate account. and I already have many labels and other accounts also, So this is very hard to maintain many accounts.
To solve this problem, best way to introduce records grouping. And there will be a main record or default record, the date or month…
55 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
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