General
90 results found
-
Ability to add, move categories and subcategories
I'm very disappointed that I can't add categories and sub-categories with the premium version I just bought.
It would be important for you to consider this improvement as it is very critical not only for the data recovery from but also to comply with our realities.
- Create new categories and subcategories
- move subcategories between the main categories
Sincerely,
125 votes -
Add the ability to exlude a single record from statistics
I would like to have the ability to select records to be excluded from statistics.
Lets say that my salary is 2000 EUR and also I got a bonus from the goverment for child support extra 500 EUR and for whatever reason I spend 2100.
I would like to see that I overspend the current month 100 EUR based on my salary. I would like to exclude the child support record of 500 from statistics.
Yes I can create a filter that I can exclude certain categories but that's unhandy
31 votes -
Add option to merge records together
I found only option how to split records, please also add option to merge records together (e.g. if I have a loan and it splits I into 2 records).
25 votes -
Bank sync for HDFC credit card (India) fails
HDFC is part of available list of bank syncs, but for holders of credit card only (no debit account), the bank sync fails.
My guess is that the app is hitting the endpoint for general hdfc netbanking accounts.
My proposal is to create separate item for HDFC credit card, and use their credit card portal to sync account (https://netportal.hdfcbank.com/login#/openMarketLoginCC)24 votesHello, we regret to hear you are experiencing issues with your app. In order to resolve this, we will need more information. Please contact us via the ''Help'' icon on your mobile device > select your issue from the categories and if it's not answered please "submit a request" at the bottom of the screen and share more information. Thanks.
-
creditas
Add Creditas bank to sync.
15 votesHello,
Thank you for letting us know, but our banking team tries to work with the most frequently requested banks.
To request your bank, please enter your details here: https://bit.ly/supportmybank.
For the time being, you can try the import feature via the web version here: https://bit.ly/3TzspfX.
-
auto search in payee
Dear Admin, please see the screenshot I have attached.
Before the update when I write in the payee input, it gives me suggestions based on my previous data entry e.g., in my first entry, I entered "Max Mart" in the payee's name and when I entered 2nd entry I type "M" in payee line it automatically gives me drop-down suggestions mentioning "Max Mart".
With this feature, the Payee name will remain the same and duplication errors will be less. I can easily manage my Receivable/Payable account with this feature now i have to copy the payee name from the previous…
15 votesfixed - will be in release v8.5.311
-
sort by new entry
while creating a new record of a backdated transaction, if we put wrong date or add them in wrong account,very hard to find the fault one. so add an option to sort out record as modified or created.
like web version,iclude all record option in android version too.we need to select date range,as a old user, this is not easy to remeber my 1st transaction,so we miss some transactions.11 votesI'm sorry to hear that you're experiencing issues with the app. While we can't make any changes to the way it was built, as it was designed this way by the developers, we can certainly explore other options that might help you achieve your goals.
-
Credit card account should show negative balance
When I select credit balance option while setting up credit card account then in account screen then credit account balance should be in negative since I owe the amount to bank.
10 votesHello, we regret to hear you are experiencing issues with your app. In order to resolve this, we will need more information. Please contact us via the ''Help'' icon on your mobile device > select your issue from the categories and if it's not answered please "submit a request" at the bottom of the screen and share more information. Thanks.
-
Planned payment and Transfer between accounts
"Planned payment Transfers" This option is present on android APP but not working !
When we create a planned transfer, we choose source account and destination account and the icon changes to two arrows and we save
After closing the app and opening it, you will see that the transfer has changed to an expense and it is no longer a transfer, the two arrows icon has changed to a question mark!
And there is another problem, it is not possible to create two transfers in a row, the second one says to select the category and that does not…
10 votesHello, we regret to hear you are experiencing issues with your app. In order to resolve this, we will need more information. Please contact us via the ''Help'' icon on your mobile device > select your issue from the categories and if it's not answered please "submit a request" at the bottom of the screen and share more information. Thanks.
-
Please allow addition to current set of category.
Please allow addition to current category, giving freedom to premium user to play around with their categories. One size does not fit all.
I've been monitoring this app for years apart from Toshl app. the only thing hinders me from using this app, is this feature - custom category. Now I've joined as premium user, please consider this seriously. Thank you.
9 votesHello, the reason for which new categories cannot be added is that Wallet uses machine learning that works with structured data. However, you can rename the main categories or add your own subcategory please see here: https://support.budgetbakers.com/hc/en-us/articles/7077082048146-All-about-categories-subcategories. We also recommend using labels, which are helpful in working with transactions. Thank you for your feedback.
-
Please add a new UAE bank - Emirates Islamic Bank
Please add a new UAE bank.
Bank Name: Emirates Islamic Bank7 votesHello,
Thank you for letting us know, but our banking team tries to work with the most frequently requested banks.
To request your bank, please enter your details here: https://bit.ly/supportmybank.
For the time being, you can try the import feature via the web version here: https://bit.ly/3TzspfX.
-
Add Charles Schwab Bank.
Charles Schwab is a large, national US bank. I'm honestly surprised Wallet (and consequently SaltEdge) doesn't support it already!
7 votesHello,
Thank you for letting us know, but our banking team tries to work with the most frequently requested banks.
To request your bank, please enter your details here: https://bit.ly/supportmybank.
For the time being, you can try the import feature via the web version here: https://bit.ly/3TzspfX.
-
In time range.. all records option like web
When we are sorting out records, there is option for date range oi 1 wk,1month or 1yr, and theke is also a date range option. But like web versions, there is no option see "all" record from 1s to last. Please add this option in android verison like web.
6 votesHello there! I apologize for the inconvenience you're facing while using the app. I'd like to provide some clarification regarding the feature you mentioned. In the Android app, the functionality you're looking for is available by swiping left on the calendar instead of tapping. By doing so, you should be able to access the date range customization option and set your specific dates accordingly. I hope this information helps you navigate the app more effectively. If you have any further questions or concerns, please don't hesitate to contact the support team to assist you further. Thank you.
-
Please add bank ABANCA (Portugal)
My main bank is "ABANCA Portugal" (https://www.abanca.pt/pt/clientes/) and it is still not available in the portuguese banks list. Can you please add this bank to the available connections?
6 votes -
Permanent Dashboard Setup
I would like to have the dashboard save the settings applied to each card, would be important to maintain the period and the filter settings.
This way it's possible to build a personalized dashboard that has all the cards I want to see without losing that setup everytime I close the app.
6 votes -
Beta Tester from 2016. There is still no bank sync for this Indonesia bank, i have submit this before outside this forum
This is the list Indonesian Bank unavailable in wallet app:
- BNI (Bank Nasional Indonesia)
- BSI (Bank Syariah Indonesia, before Bank Syariah Mandiri and change name to BSI)
- Jenius (Branch of bank BTPN)Non Bank (I hope this can sync too)
- Gopay (as app name is Gojek)
- Dana
- OvoThey are common and big bank in Indonesia. If they are exist in this app, i will use bank sync forever. I am a beta tester from 2016 but there is still no update about this. I think the bank don't want to give this app…
6 votesHello,
Our banking team tries to work with the most frequently requested banks.
To request your bank, please enter your details here: Bank Request Form
(*Please note that we cannot guarantee that your bank will be supported due to factors outside our control. The approval also depends on the banks themselves as well as the demand. Alternatively, you can try our Import feature, now on our Web version: https://support.budgetbakers.com/hc/en-us/articles/7077275632274-How-to-import-your-file-on-Wallet-s-WEB-version )
-
ANDROID EXPORT PROBLEM
I can't export from my android phone. Details: Galaxy A22 5G, android 13, I use premium, and I have the latest version of the app. PLS HELP, bck I love this app so much. :)
6 votesHello there,
Thank you for reporting this issue to us.
Our developers are aware of this problem and continuously working on the fix as we speak. Please continue to **update** the app to the newest version as a lot of these updates will have fixes and improvements.
Thank you for your patience and understanding.
-
Allow users to change their base currency!
I would like base currency to change my base currency to GBP, but seems I have to delete everything in order to do so..
Surely this is an easy fix that would be beneficial to many who move regularly or used old currencies.6 votes -
BNC bank connexion
Hello, I find your app wonderful. I purchased the premium lifetime membership. On the other hand, I am a little disappointed not to be able to synchronize my bank with the app. My bank is National Bank of Canada. You are only offered the business accounts of this bank. Would it be possible to have also for personal accounts? Thanks
4 votesHello,
Thank you for letting us know, but our banking team tries to work with the most frequently requested banks.
To request your bank, please enter your details here: https://bit.ly/supportmybank.
For the time being, you can try the import feature via the web version here: https://bit.ly/3TzspfX.
-
Missing feature for transfer option
Some bank accounts (for instance BPM Webank), have 2 separate areas. The first one is the section that includes normal operations. The second one is like a deposit area where you can move some of your money in order to save them since they are not accessible for your daily use. Of course, you can move your money in both directions but now your app recognizes each movement as an unknown income which is not true. They are just internal movements that don't affect or increase your income. However, since both the area have the same account number, your system…
4 votesHello, I'm sorry to hear that you're experiencing issues with transfers. While we can't make any changes to the way it was built, as it was designed this way by the developers, we have found a workaround. Please see it here: https://bit.ly/3WFwWji.
- Don't see your idea?