General
1104 results found
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put the budget feature also on desktop
Put the budget and planning features also on the desktop versions
1 vote -
Option to Edit the Bank Sync TXN immediately without much wait.
Hi The Option to Sync with majors banks is good. However we are unable to Edit the Sync Transactions immediately. We should have an option to edit/update the Bank Sync TXN immediately without much wait. If not all fields, atleast the Category field.
1 vote -
HEALTH category
Need to create a health category.
I don't understand why my pharmacy or hospitalization expenses should be categorized under "LOISIR", it's very inappropriate.
Where should I put my health insurance subscription? It doesn't make sense to put it in the "insurance" section.
Absolutely every competing application has its own health category.
I think this is a critical and priority gap.
Thank you in advance for any corrections or advice on how to use the app better.
Sincerely3 votes -
Keep data available when I Archive an account
An option to archive an account, like when im closing a Credit card, but keep available the records from this account when I look for something.
Currently if I archive an account the records disapear when I look for some old ticket1 vote -
stuck on sync
Android App is stuck on sync in progess
3 votes -
Balance not the same web vs ios
The balance is different in the client. I also saw that if you archive an account it keeps adding to the total balance account, which doesn't make any sense.
The amount of mobile is correct, because I double check using a spreadsheet. Web is missing values. But this brings some lack of confidence that things are being add up correctly.
1 vote -
Bug fix on premium plan
I have purchased the lifetime premium plan, but there is something wrong.
Budgets & Goals -> Click any budged -> Swipe to the Records
It shows me a modal to subscribe to the premium plan while I have already, If I click on show premium plans, most of time it gives me error that something went wrong or if it shows plan and I click on the lifetime one so google play told me you have already that one. Please fix my error as soon as possible.
3 votes -
Website language not persisting
The option "Website language" is not persisting, at Settings -> General . Each time the session is restarted it goes back to English.
3 votes -
Balance: Asset management
For the webversion (can also be implemented on mobile of course):
Add a tab on top named balance where it creates a simplified balance sheet with active and passive. On the active side you can add your assets such as houses/apps/cars, .... The rest can be filled in automatically with the information wallet has already (loans, credit card use, accounts, ...).Next to that just a simple graph which shows the progress of your total balance (with assets included).
1 vote -
Error when importing files with .cvs or xls format
I need you to share with me an Excel format template to import the Bank's records. There is no connection with the Bank of Chile, nor does the application allow importing the movement files that the bank can export.
Error when importing files with .cvs or xls format1 vote -
Period to Period Comparison
In the period to period comparison, add the last 3 months' trend for a better comparison to where I stand than the previous year as the expenses vary year to year.
This chart could also be included in mobile versions
3 votes -
Statistics wich planned payment
It would be very useful to be able to see statistics and projections on planned payments. Currently I can only see metrics on payments already made. It is also necessary to name the payments that are recorded.
3 votes -
Add cryptocurrency tracking to investment accounts
Simple tickers for BTC, ETH in investment accounts are really important to have as many users have these assts in their portfolios
1 vote -
Add Euronext Amsterdam (AEB) exchange commonly used by European investors
Add Euronext Amsterdam (AEB) exchange commonly used by European investors to track ETF such as IWDA. Thank you
1 vote -
BUG preventing me to add tickers of length 1
BUG: When adding new stock to a investment account, I'm unable to search for single character tickers as there seems to be a validation issue that only lets you continue when at least two characters are inputed in the search which is not correct. Example single character ticker: U (Unity).
1 vote -
Just use Plaid
There are two banks that I would like to connect that sadly don't have options for Wallet, such as TD Bank, and some options just won't connect (Fidelity Investments). These banks do allow for third party integrations, but they are usually through Plaid, which is a fintech solutions company. These are banks that have millions of customers (43 million for Fidelity, 27 million for TD), not local credit unions, both of them lack proper budgeting apps (TD MySpend only works in Canada), and both should reasonably be supported by most fintech apps.
I understand that Fidelity recently made some changes,…
3 votes -
Decided to renounce account
Sharing my financial info for third parties is enough for me...
1 vote -
Options on Credit Card
I would like you to add several options to improve the tracking of transactions made with credit cards. The first option I want to suggest is that, apart from the card payment date, there was also the cut-off date. And that the user can also configure to receive a notification based on each of the two dates. Secondly, I would like there to be a card payment option in the options, including the types of payment: partial payment, payment of the balance at cut-off and payment of the current balance.
3 votes -
Sort the budgets
Can I sort the budgets?
1 vote -
More icons to be inserted
More icons needed to be inserted or be able to let the user insert one of its own
1 vote
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