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117 results found

  1. Bank does not sync

    I have attempted to connect 3 different bank accounts and I receive an error message of "Bank integration failed" for each of them. I need help connecting my banks, as this app will not work for me if I cannot connect my banks as advertised.

    63 votes
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  2. Not working import feature

    I'm really disappointed how is implemented the import.
    I'm migrating to your program from another one. I was hoping to import my hystorical data via import feature, but I failed regardless I spent a lot of time using the help.
    At last I just exported data I entered to one of the accounts and tried to import it. It should be OK, but it isn't. It gave me an error message again like "We cannot load your file".

    47 votes
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  3. Add reimbursement feature

    Add a reimbursement feature where it's possible to allocate an income (for e.g. from a devolution) to a previous expense. This would reflect in the expense dashboard as decreasing that expense category.

    [Portuguese app "DABOX" has that feature if you want to take a look]

    521 votes
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  4. Bank Synchronization not Working

    As tittle says, Bank Sync is not working.

    My bank was available in the bank list, was synced but now my bank is not available in the list..

    Please inform if you're going to it bring

    29 votes
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  5. Allow adding true sub-category, not sub-sub-category

    Currently the app only allows adding sub-sub-category, i.e., sub-category under a sub-category (though the app calls them subcategories). There is no way to add a sub-category under a root category like "Food & Drinks", which would be a real sub-category. I came to know that Wallet uses machine learning, hence we cannot add/remove root categories, which I totally get (though in a perfect world, I would like to have the option to opt out of any machine learning), but we are talking about sub-categories. Please please add this capability.

    32 votes
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    1 comment  ·  HOW IT WORKS  ·  Admin →
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  6. Option to choose AND, OR for labels in filter

    Option to choose AND, OR condition for labels in filter, currently it seems like all lf the selected labels use the OR condtion but i would like to see the list lf record that has both A and B labels, NOT A or B

    166 votes
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  7. Automatic Budgets

    Is it possible to import boundary values for budgets by category based on existing data in app from an immediately preceding year in lots to get monthly follow -up from each category? How to make?

    2 votes
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  8. Income Category

    I cannot understand why the Income Category (and its subcategories) can also be given an Expenditure value.
    I think there should be categories for income only, and categories for expenses only. Possibly a category that could be said to be "neutral," such as RECONCILIATION/REFUNDS. To me, it is implausible to see STIPLE as an expense item (at least that you are not an entrepreneur)...or a SALE with a negative value! (for me they should be categories with only positive values)

    54 votes
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  9. Make currency per record, as balance changes every day with currency exchange rate updates

    Currently, currency is either synced each day, or is once manually set in the app. The problem is, when you do the exchange, you "fixate" the currency rate on a particular day, and it might be different each day, even each hour or minute. Besides, different banks might have different exchange rate on different day, or for different kind of operation (imagine having German card, but paying in Poland in McDonalds with that card the price in pl)
    Because of this, balance changes every day, even when you already "committed" the exchange with value set for some particular day and…

    51 votes
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  10. Synchronization with Monobank (Ukraine)

    Synchronization with Monobank (Ukraine) stopped working, the last entry was synchronized on July 4th.
    Disabling and reconnecting the bank again - does not help.

    11 votes
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  11. Use your Youtube Channel to educate us on how to us all app features

    A lot of features and concepts of the app need to be explain it in a video or give some examples to know how use the app in 100% of it potential, this in special with advanced ones

    6 votes
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  12. Import CSV Not working July 07th 2023

    Hi there,

    The importing feature might have an issue since the records do not add.

    Please fix the issue at the soonest,

    Warm Regards,

    RR

    13 votes
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  13. Sincronize - CGD Portugal

    I cannot update my accounts since 09/15/2023 my bank is CGD of Portugal. what happened ?

    1 vote
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    1 comment  ·  HOW IT WORKS  ·  Admin →
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  14. Bank sync problem

    Bank sync can't be setup for MBH Bank (ex-Takarékbank), Hungary.
    Message: Provider unavailable. Please try again later.
    Can you check it, please?

    1 vote
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    0 comments  ·  HOW IT WORKS  ·  Admin →
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  15. Option by super user to enforce non editable entries

    I am using the app to track expenses of my employees. The records should not be editable by the child users after 24 hours of entry. Otherwise they can make changes to any entry and change the entire record.

    1 vote
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    0 comments  ·  HOW IT WORKS  ·  Admin →
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  16. Borrowing and repaiment of loans category

    What category should be used on records where I borrow money to somebody and what category should be used when somebody is giving loan back to me?

    1 vote
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    0 comments  ·  HOW IT WORKS  ·  Admin →
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  17. Label Creation Fields

    Currently, when creating a new record and attempting to assign a label, it is necessary to exit the record, navigate to the label creation section, and then return to the record to apply the newly created label. This process can be a bit cumbersome, especially when dealing with multiple records and labels.

    I would like to propose the inclusion of an option to create a new label directly within the field where labels are assigned. This would streamline the workflow, eliminating the need to navigate away from the record and ensuring a more seamless experience. By having the ability to…

    1 vote
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  18. Connection issue with PKO BP

    For over two weeks now, my account linked with polish bank called "PKO BP", stopped syncing. On the main screen I get a warning symbol and "refresh now" button. When I hit it, I do get redirected to the progeess page "establishing secure connection -> syncing", etc. After a second or two, I get "Connection failed (wqnxw4x00Qqn)" and "An error has occurred. Please report this error."
    When I try the same thing on desktop web browser, I cannot even get to the progress screen. When I click "addtional credentials" button, an info pop-up appears (attached). When I hit "submit" simply…

    6 votes
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    1 comment  ·  HOW IT WORKS  ·  Admin →
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  19. Analitics part is workikg incorrectly!

    При просмотре аналитики отчет о доходах и расходах за выбранный период суммы по доходу не совпадают если сравнивать с введенными данными за тот же период! Возможно и расходы не совпадают, но это уже сложнее проверить так как записей гораздо больше! Прошу исправить ошибку

    1 vote
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    0 comments  ·  HOW IT WORKS  ·  Admin →
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  20. stuck on sync

    Android App is stuck on sync in progess

    3 votes
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