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482 results found

  1. Planned payment creation in desktop dashboard

    Ability to create/edit/delete planned payments via dashboard through web interface.

    Can only do this via the phone app currently.

    386 votes
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  2. 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…

    312 votes
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    under review  ·  9 comments  ·  IMPROVEMENT  ·  Admin →
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  3. Ability to start tagging uncleared transactions

    It takes days for transactions to clear and by that time I have forgotten about what they are. It would be nice if they were immediately taggable. Or at least make a note about them somehow for later.

    232 votes
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  4. View expenses by month in statistics

    I want to see my expenses by month in statistic not only as a graph but also as see the number for each month. For example as a pop-up window by click

    170 votes
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    6 comments  ·  IMPROVEMENT  ·  Admin →
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    Thank you for providing us with this feedback.

    We encourage more users to come forward and express their interest in this feature. Once it gains more traction and we see a higher demand for it, we can pass it over to the developers for their consideration.

  5. change of major currencies

    1. Everyone (including me) really needs to change the main currency, but, unfortunately, there is no such possibility in the application. Please add!

    2. Also, expenses show only one main currency, which is very inconvenient. It is better to create a choice so that everyone can customize for themselves

    138 votes
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  6. Option to change the order of categories and subcategories

    We need the option to change order not only the accounts but also the categories and subcategories. It is like a lotary the position that the app decides to order a subcategory. The categories are fixed and we must have the option to change order also to them. I want to have the most important for me categories and subcategories on the top. I am using the IOS App

    118 votes
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    2 comments  ·  IMPROVEMENT  ·  Admin →
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    Thank you for the feedback. We can see that not many people have requested this, but we can gain more data and if this is something that is wanted by the many, we can of course look into this further. Thank you.

  7. Adding ability to change type of record to "transfer" with automatic rule

    I have an unlinked account of deposit and adjust my usual linked account to automatically send money in it every time I spend from my usual account
    It would be better if I could adjust that records from "expense" type to "transfer-to-deposit-account" type using automatic rule because it's very easy to lost that records while bank clear it

    116 votes
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  8. Goals and records

    Since I have linked my bank account to the app, I cannot set aside those incomes for my goals. I believe this option should be added, because I received some money on my bank account and I would like to put it all in my holiday goal!

    108 votes
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    under review  ·  1 comment  ·  IMPROVEMENT  ·  Admin →
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  9. Installment Plan

    Hi! Can you please add an installment plan feature for credit card transactions/account which includes the number of months and also the interest. This would be a big help. Thank you so much Wallet team!

    97 votes
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    9 comments  ·  IMPROVEMENT  ·  Admin →
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    We encourage more users to come forward and express their interest in this feature. Once it gains more traction and we see a higher demand for it, we can pass it over to the developers for their consideration.

  10. 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
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    under review  ·  4 comments  ·  IMPROVEMENT  ·  Admin →
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  11. Please add an option to reorder the goals and budget so we can arrange them with priority

    Please add an option to reorder the goals and budget so we can arrange them with priority

    78 votes
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    under review  ·  1 comment  ·  IMPROVEMENT  ·  Admin →
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  12. Add subcategory under root category

    Currently, it's not possible to create a subcategory under the root category. For example, you cannot create a subcategory under "Food & Drinks" or "Vehicle" directly. You can only create a subcategory from an existing subcategory. And the problem is that there are only a handful of subcategories for each root category. So "Food & Drinks" might have like 5 or 6 subcategories. Even if you rename them and create more subcategories under them, it might not make sense depending on use case.

    62 votes
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    2 comments  ·  IMPROVEMENT  ·  Admin →
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  13. Add totals in the Budgets and Goals tab

    Please include totals for the period such as:
    - the total amount of all planned budgets;
    - the total amount of all current expenses;
    - and most importantly, the remaining amount, that is, the current amount minus the total amount.

    This will help to understand how much money is needed until the end of the period to stay in the budget.

    As an example from another application (second screenshot, underlined)

    55 votes
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    4 comments  ·  IMPROVEMENT  ·  Admin →
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  14. 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
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    under review  ·  6 comments  ·  IMPROVEMENT  ·  Admin →
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  15. 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 votes
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  16. Advanced transfer

    I have a problem with the transfer.
    I have two accounts from the same bank. One in my name, the other in the name of my daughter (who is a minor). I transfer an allowance every week (always amounts under 7.5) with an automatic service that the bank provides.
    Well these transfers despite occurring on the same day are not read as transfers!
    If I try to change the expense (or income) as a transfer, it only makes me enter the manual account, or the off-wallet account.
    It would be useful to be able to select all accounts for transfer,…

    52 votes
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    4 comments  ·  IMPROVEMENT  ·  Admin →
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  17. 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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    under review  ·  5 comments  ·  IMPROVEMENT  ·  Admin →
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  18. Setup a custom Period for budget

    As I get paid fortnightly, I was wanting to set up a fortnightly budget.

    Please allow for custom Period for Budget, thank you.

    45 votes
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    6 comments  ·  IMPROVEMENT  ·  Admin →
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  19. Pay in installments by credit card

    I would like to be able to have the possibility of dividing it into installments when charging an expense on my credit card, since it allows me to do so.

    That automatically divide the expenses in the months that you select and load them.

    40 votes
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    3 comments  ·  IMPROVEMENT  ·  Admin →
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  20. In Template feature, add "Transfer" type

    When setting up a template there's only "Income" and "Expenses" I would like to suggest to add an option "Transfer". Additionally, also add "Transfer" option in type under Automatic Rules feature

    36 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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