General
34 results found
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override transactions
When I update a wrongly identified transaction (wrong category or action [eg identified as purchase, but it was a transfer]) and correcting it, I would like to have an option to allow all similar past records the same way!
Currently I have to go back manually and update these one by one -very annoyingPlease provide this function. Its mandatory fields can be the source/target account numbers
1 vote -
Add the option to insert a pdf file of a receipt or invoice as an attachment to a record.
At the moment, it is possible to insert an attachment (invoice or receipt) to the record only as a photo or as an image. I receive invoices and receipts from stores mainly in PDF format. It would be nice to embed the PDF directly and not convert it to an image.
11 votesHello, We would like to express our gratitude for your valuable suggestion. Our team is currently fully engaged in the development process, working diligently to bring new features that will provide users with enhanced control over their individual settings. We are excited about these upcoming additions and anticipate their implementation in the near future. We genuinely appreciate your choice of Wallet and look forward to offering you an even better user experience. Thank you once again for your support!
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Add payee in the New Record window
I feel that payee is an important field when adding a new record. Having to slide right for the detailed input window adds an unnecessary additional step when creating a new record. Please add payee along with account and category in the main new record window.
1 vote -
Widget Must Needed
There must be a widget for home screen for New Transaction because we mostly forgot to add new recod.
2 votes -
Reminder notification for credit card due date
It would be nice to get a notification for credit card due date reminder.
13 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 -
Hide Amount Option For Individual Accounts
Hide amounts feature is useful for many, i have a suggestion - please add hide amount option for individual account. In my case, i have added my accounts by different categories like- cash, bank, investment etc. and i want hide amount of my investment accounts only. this feature is very useful for me and many.
2 votes -
See labels spend the same way as the categories
I would love to have an option to see the spend by labels the same way as we have in the categories. We already have as a circular graph, but it would be very helpful if we also had each label separated with the current value.
1 vote -
Reoccurring payments every few months
It would be great if you could schedule reoccurring payments every few weeks or every few months instead of only every month, every week, etc
4 votes -
Timezone on Imports
When importing it should be possible to select the timezone of the dates in the file.
For example (+09:00 KST), I live in Korea, if I do imports it always the wrong dates because the timezone of server and my file are different.10 votes -
Link, merge or reimbursement feature
There are some transactions which should have nullify effect on our budgeting like:
• Purchase return: fully or partial
• Transactions failure(debited then credited)
• Group expenses with single or multiple friends
• Reimbursement(office expenses, business trips etc. which are reimbursable)Due to all these transactions, both our expenses and income increases which will result wrong statistics.
Current Solution
First of all, use the split feature feature if the transaction have partial reimbursable part.
1. Create a sub-subcategory or rename any sub-category
2. You can make 1 sub-subcategory for both debit & credit or 2 different for debit & credit…315 votes -
multiple records editing as transfer
when selecting multiple records, I cannot set them as transfers... I must do it one by one. I can select multiple records and adjust the categories, so it would be good to set it as transfers as welll.
8 votes -
Sodexo Gastro card
Please, are you also considering the introduction of meal card management? Like for example the Sodexo gastro card? Thank you for your reply to vojtech.kolmacka@gmail.com. Thank you
11 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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Web application: Please add option to attach receipts from web application also
Web application: Please add option to attach receipts from web application also, as it is much more easily to add receipts from PC then from Android device.
4 votes -
Add in the future prospect the budgeted expenses
in order to have full control over all coming expenses I'd be great to add to the planned expenses also the created budget. In this way I can have full view on the expenses vs incomes during the year and adjust budget if needed and check in advance if I can plan some future expenses (vacation etc)
4 votes -
Filter unconfirmed
Dear Budgetbakers.
The recent addition of the confirmation is simply awesome, it is now much easier to track down records recently approved by the bank and finalize them.
There's just one step missing that would make the solution absolutely perfect - a way to filter out confirmed records and focus on unconfirmed.
Please consider adding such a filter.
Otherwise, thanks again for the great app, and keep up the good work 👍
91 votes -
CSV import category column not working
When importing CSV which has category column, the transactions do not have the specified category.
I have typed the categories exactly as they are shown in the app, even tried path to subcategory, e.g. "Shopping/Electronics", but the category is still wrong after import.52 votesHello there,
Our product team is looking into this. Thank you.
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Allow categorization and tagging of uncleared Bank transaction
My bank clears transaction only after a month. By that time I would have already forget what type of transaction I was making. I understand that manually editing uncleared transaction value could mess up the automatic system. But I believe there is no harm at all in assigning category/tag to uncleared transaction. As a benchmark, other financial tracking app like Mint has been doing this and as a paying subscriber I am quiet disappointed that Wallet is unable to do this, so please consider this ability: allow user to assign category/tag but lock transaction value to uncleared transaction.
53 votes -
Filter records without labels
Add the ability to only see records that don't have a label. I use a unreviewed/reviewed labels pair with an automatic rule to add the unreviewed label but sometimes I mistakenly add records without any tag, that get eventually lost.
52 votes
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