General
117 results found
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Add reimbursement feature
Add a reimbursement feature where it's possible to allocate an income (for e.g. from a devolution) to a previous expense. This would reflect in the expense dashboard as decreasing that expense category.
[Portuguese app "DABOX" has that feature if you want to take a look]
520 votes -
Export to XLS or PDF in WebApp & iOS
It's strange that for months together the Export feature is available only on Android but not on the WebApp or iOS! So does this mean that we have to buy an Android device to use this feature!? I love your App otherwise...but not having this Export option is downright frustrating and disappointing!
225 votes -
Option to choose AND, OR for labels in filter
Option to choose AND, OR condition for labels in filter, currently it seems like all lf the selected labels use the OR condtion but i would like to see the list lf record that has both A and B labels, NOT A or B
160 votes -
Auto-assign labels to all new records
When I set a label to be auto-assign to new records, the label is only placed on manual records, but not on records obtained from the bank connection. It would be important for these labels to be applied to all records, whether manual records or records synchronized with banks.
In my use case, for example, I have a "to verify" label that I apply to all transactions so I don't forget to review them later, and when I do it, I remove the label. But with the current app operating mode, for this to work, I have to manually apply…75 votes -
Independent balance for each currency.
When creating a secondary currency, instead of convert it to the main currency, show independent balance, and analytics. I leave in a country with a very unstable coin, so converting USD to ARS is desired.
72 votes -
Bank does not sync
I have attempted to connect 3 different bank accounts and I receive an error message of "Bank integration failed" for each of them. I need help connecting my banks, as this app will not work for me if I cannot connect my banks as advertised.
63 votes -
Income Category
I cannot understand why the Income Category (and its subcategories) can also be given an Expenditure value.
I think there should be categories for income only, and categories for expenses only. Possibly a category that could be said to be "neutral," such as RECONCILIATION/REFUNDS. To me, it is implausible to see STIPLE as an expense item (at least that you are not an entrepreneur)...or a SALE with a negative value! (for me they should be categories with only positive values)54 votes -
Make currency per record, as balance changes every day with currency exchange rate updates
Currently, currency is either synced each day, or is once manually set in the app. The problem is, when you do the exchange, you "fixate" the currency rate on a particular day, and it might be different each day, even each hour or minute. Besides, different banks might have different exchange rate on different day, or for different kind of operation (imagine having German card, but paying in Poland in McDonalds with that card the price in pl)
Because of this, balance changes every day, even when you already "committed" the exchange with value set for some particular day and…51 votes -
Not working import feature
I'm really disappointed how is implemented the import.
I'm migrating to your program from another one. I was hoping to import my hystorical data via import feature, but I failed regardless I spent a lot of time using the help.
At last I just exported data I entered to one of the accounts and tried to import it. It should be OK, but it isn't. It gave me an error message again like "We cannot load your file".47 votes -
Allow adding true sub-category, not sub-sub-category
Currently the app only allows adding sub-sub-category, i.e., sub-category under a sub-category (though the app calls them subcategories). There is no way to add a sub-category under a root category like "Food & Drinks", which would be a real sub-category. I came to know that Wallet uses machine learning, hence we cannot add/remove root categories, which I totally get (though in a perfect world, I would like to have the option to opt out of any machine learning), but we are talking about sub-categories. Please please add this capability.
32 votes -
Bank Synchronization not Working
As tittle says, Bank Sync is not working.
My bank was available in the bank list, was synced but now my bank is not available in the list..
Please inform if you're going to it bring
29 votes -
Add an option to choose the start day of the week
Please let us be able to choose our preferred starting day of the week. I'd like mine to be Sunday, not Monday.
19 votes -
How does PAYPAL work?
I tried to synchronize the PAYPAL account. BUT it's really a disaster....
When I make online payments and as a payment method I use PAYPAL, the app (android or web) counts me 2 times that expense. One on the PAYPAL account and then later on the account where PAYPAL goes to withdraw. Am I doing something wrong or does it actually work that way?17 votes -
Make unconfirmed transactions editable
Some cards take a lot of time to confirm a transaction. Make the unchecked transaction editable
14 votes -
Unable to add proper transaction with Bitcoin (BTC, Crypto currency).
Unable to add BTC transaction like 0.00045 for example. The result is 0.0.
13 votes -
Import CSV Not working July 07th 2023
Hi there,
The importing feature might have an issue since the records do not add.
Please fix the issue at the soonest,
Warm Regards,
RR
13 votes -
Bug: Duplicated currency created
Somehow I was able to create 2 of the same currencies. I need to remove one of them, but I can not because this currency is used by one account. But I can not change the currency for this account. So how can I remove duplicated USD currency?
12 votes -
Budget should include planned payments when calculating your daily recommended spend
It's very annoying that the daily recommended spend does not include planned payments in its calculations. It gives a false impression of how much you can spend. I use the planned payments because they are, for the most part, fixes expenses throughout my month, so it would be nice if my budget would just consider it 'money that has already been used'.
12 votes -
Categorize uncleared transactions
Hey, I know this has been discussed before, and I'm pretty sure I read it's made like this to avoid duplicates or something like that.
However, it is possible to hack around this without any consequences, so I'm wondering if it actually makes sense to disable this possibility.
The ways to do this are:
Using the "Last Records" Web widget, which for some reason allows me to edit uncleared transactions.
Creating an automated rule, then applying the change to the matching transactions (this includes uncleared ones.
Find attached screenshots for both. I never had any duplication or miscategorization issues by…
12 votes -
Synchronization with Monobank (Ukraine)
Synchronization with Monobank (Ukraine) stopped working, the last entry was synchronized on July 4th.
Disabling and reconnecting the bank again - does not help.11 votes
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