General
1104 results found
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Dynamic Budget
This is the option of only a fixed budget for which we have to decide the amount. But what if there is an option to determine the amount automatically? For this there are 2 ideas:
1) Average amount instead of fixed: Instead of manual input of amount in the budget we can use options like last month's spend, 3 month's average, and 12 month's average (of selected categories only). For example, a monthly budget can be the last 3 months' average spend.2) Carry Over Balance: Carry over the balance of last month's budget to the next month's budget. e.g.…
57 votes -
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 -
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 -
grouping records
Introduce records grouping option. for example, I have an account of my daily expense. and I have bought a desktop and its accessories. and I did not buy them in same month also. when I want to see that transaction in one place, either I have to label them, or I need to create a separate account. and I already have many labels and other accounts also, So this is very hard to maintain many accounts.
To solve this problem, best way to introduce records grouping. And there will be a main record or default record, the date or month…
54 votes -
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 -
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 -
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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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 -
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 -
Users add more currencies
I’ve tried several other apps and I can tell that this is the best. Easy and good-looking ui, detailed accounts, and budget section etc. I can manage every account of mine from this app.
However, currency section can be a bit more customizable. Adding new currencies should be an option. I would like to add new valuables (starting with gold-xau) to my accounts.
50 votes -
Display your money amount in two different currency
It would be really useful to be able to see your total amount displayed in your main currency, but also to have the ability to see that same amount, in a different currency at the current exchange rate.
50 votes -
Investment Board
Create a investment view, where we can see ours assets like shares, ETF, etc. Also with de possibility that input the dividends of a respective asset.
The investment board can provide a complete view of ours gains or loss month a month and a realtime too.
Create a investment view, where we can see ours assets like shares, ETF, etc. Also with de possibility that input the dividends of a respective asset.
The investment board can provide a complete view of ours gains or loss month a month and a realtime too, and the total gain/loss of an asset considering…48 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 -
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 -
Balance trend calculated based on planned payments
When entering the balance and planned payments (income and expenses), the “Balance Trend” value should show different values based on subtracting the planned expense amounts.
At this point it only shows the addition of the balance and not the subtraction.
Thus, when we select a time frame of 1 year, the balance trend completely ignores planned payments and deceives us into thinking that we are going to have a lot of money, when in fact, it is “biased” and incomplete data.
42 votes -
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 -
Custom icons for accounts
I have a lot of accounts spanning multiple banks, brokers, and crypto exchanges. It would help greatly to set corresponding icons for each of them. After all, they all have dedicated icons. And the set of built-in icons won't ever be enough, since new banks, brokers, exchanges, fin-tech, and defi start-ups appear monthly.
Please add the ability to upload custom icons. Look how beautiful it is in another tracking app that I use currently.
38 votes -
initial day of month for iOS
please provide “initial day of month" on ios.
38 votes -
Add expenses, trasnfer, incomes based on sms or bank notifications
Since you'll never have all banks with the sync option why not add a feature that will work with every bank out there
38 votes -
Transfer Fee option when transferring from one account to another account.
A lot of time we need to transfer balance from one account to another and sometimes a transfer fee is applicable. So if your team add a option to include a transfer fee both fixed amount and pecentage based fee, that would be so nice. Also withdrawing cash from different ATM has a withdrawal fee. That means there is transfer fee from bank account to cash account. This opens very often. So it will be so convenient to keep a option to add a fee when transfering, thus we don't have to add the fee manually which is a hassle…
36 votes
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