General
1105 results found
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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 -
Group transactions by events
It would be really convenient to be able to group transactions into events, like travels
2 votes -
Bank sync but with records merging. Useful for miscategorised transfers
I tried to use Bank Sync but I found it to be against the way I am using the app. What I mean is that if I pay for a friend with cash, and he sends me money back on Revolut, it will mess up the statistics because the revolut transaction would look as a "Income" transaction when in reality it is just transfer from Cash to Revolut.
6 votes -
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 -
Add time field on import
Hi, is there any way to import records to include time? I need the time to make the records order correctly. Thanks!
4 votes -
custom category
please add possible to create custom categories, also add the budget goal to the end of some period, and for the iso mobile when you create a new expense add (plus, minus, multiply, divide) close to the numbers keyboard
10 votes -
About the stock tracking
The application is improving day by day and I am very happy with it. You guys recently included stock tracking, but it's missing the Colombian Stock Exchange (BVC), where I have some stocks. I would like to know if they are going to include this market?
1 vote -
Do I even have an account?
How about an email or phone number that I can connect w/a human being. I haven't used the app in months, although I paid for Premium service. I'm not sure if there's automatic billing deducted or if it was a one-time payment. I'd like to delete the app and cancel my account, if I even have one. This is super frustrating.
1 vote -
PKO bank fail of connection
Hello, I am trying to connect PKO Bank Polski and have an error. The screenshot in attached. How can I add it properly?
9 votes -
Option to view associated records in statistics
Outlook insights from statistics page is really useful to pre plan our financial goals. Mean time, its only showing the charts based on the category.
It will be useful if we able to see the associated records from chart section1 vote -
Include Philippine Stock Exchange (Twelve Data Level C) in available Investment exchanges
Love the new Investments feature! I'm from the Philippines and would love to see the Philippine Stock Exchange in it so I can use the feature.
Including Crypto also would be great3 votes -
Automatically add location to the expenses
Automatically add location to the expenses and add corresponding option in the settings. So the heatmap will look completed after some time.
32 votes -
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 -
Budget in Web Application
Add budget tracking to your web app. It looks strange that the feature is not available on some devices.
3 votes -
Total Budget Used vs Total Budget Allocated
Can you please add the budget used/budget allocated at the top of Budget screen. This way it is easy to see if one is over budgeting or within
10 votes -
Track of crypto investments
I would really like to see this type of menu, or what could be even better, is synchronisation with binance or coinbase app via api access.
3 votes -
Ability to add exclusion filter in Budget
Hello Wallet Team,
I believe it would be helpful if we can have an ability to filter OUT records within Budget setting. For example, I want to EXCLUDE all records that has a "Proxy" label.
32 votes -
Allow Adding Categories instead of AI functionalities
Please, Allow us a Toggle optiom in Settings menu to enable or disable machine learning and AI functionalities
Case 1: (Default)
Action - Enable AI Functionalities
Outcome - Categories and Sub-Categories remain Fixed (Categories can't be added or deducted by the user)Case 2:
Action - Disable AI Functionalities
Outcome - Categories and Sub-Categories Become Flexible (Categories should be easily extended or deducted by the user themselves)I understand "the reason for which new categories cannot be added as the app uses machine learning that works with structured data. If users added categories themselves the data would no longer be…
25 votes -
Options to block amount for goals
Need option to block certain amount in an account for goals.
Virtual goal accounts as a subset of normal account is an option. This makes goal function more practical. Current way is manual and cause confusion.4 votes -
Add Ukrainian bank "PrivatBank"
It was already connected when I bought my premium subscription few months ago but it just disappeared later on. Right now there is no such bank listed under Ukraine. Please return this integration back because PrivatBank (Ukrainian: ПриватБанк) is the largest Ukrainian bank in terms of assets and the leader of Ukrainian retail banking market. More than 25 million people have used the services of PrivatBank at least once in their lives, which is in Ukraine. Almost 19 million Ukrainians regularly use the services of PrivatBank, and there are currently 15 million customers of Privat24 digital banking.
36 votesHello there,
Thank you for reaching out to us regarding the PrivatBank integration. We understand that it is an important bank for you, and we apologise for any inconvenience caused by its absence.
We want you to know that we are currently looking into this matter and are actively working towards finding a solution to return this integration back. We appreciate your feedback and thank you for bringing this to our attention.
We will keep you updated on the progress and provide you with more information as soon as possible. Thank you for your patience and understanding.
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