General
1104 results found
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Add an Apple Watch extensioin
It would be great to have a small tool on Apple Watch to input new transactions.
Also it would be nice to have watch a view of remaining budgets at a glance.
27 votesWe 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.
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Multiple currencies when creating a goal
The "Goals" section is already there, so I'd say this is a improvement only. When creating a new goal, it automatically set the app default currency as the one for the goal. It would be nice having multiple currencies when creating a goal, because sometimes we have goals in different countries, so if I'm saving money in Portugal, I'd like to see € as the currency for this goal, not £. Thanks! And sorry for my english.
26 votes -
Stocks tracking
It would be great to be able to input the a stock that you have invested in (APPL) then the quantity you bought, and the price you bought it at. Then it would keep track of your investment and update as the stoke price fluctuates.
26 votes -
Do not change the record order if change is other than date
Hi.
If a record is changed, for example, the category, do not change its order on the record listing. Only change its order if we do in fact change the date/time.
Here is a concrete example.
When my bank syncs, all records are received with the same time (00:00). If I change the category, the order automatically changes, and that record goes to the top of that day.
Imagine that I have the following records:
22 Jan
Transact 3 (00:00)
Transact 2 (00:00)
Transact 1 (00:00)
21 Jan
Transact 0 (00:00)The above is the order received from my bank.…
26 votes -
Categories for tranfers from one account to another
Most of my transactions are transfers from one account to another but there is no Category option for transfers they are only available for income and expense. It will be really helpful if you could add category options for transfers in the next update. At most transfers are shown as unknown with a question mark icon right now, picture attached for reference
25 votes -
credit card management vs debit bank
credit card management is inconvenient; it would be useful to be able to associate the charge on the account of expenses made with the credit card to a specific selection of expenses indicated on the same credit card so as to subtract and balance income and expenses.
25 votes -
Allow Adding Categories instead of AI functionalities
Please, Allow us a Toggle optiom in Settings menu to enable or disable machine learning and AI functionalities
Case 1: (Default)
Action - Enable AI Functionalities
Outcome - Categories and Sub-Categories remain Fixed (Categories can't be added or deducted by the user)Case 2:
Action - Disable AI Functionalities
Outcome - Categories and Sub-Categories Become Flexible (Categories should be easily extended or deducted by the user themselves)I understand "the reason for which new categories cannot be added as the app uses machine learning that works with structured data. If users added categories themselves the data would no longer be…
25 votes -
Link Goal to specific accounts
Hi,
Is there a way I can link my goals with a specific account so that my goals can be recorded automatically and track them with ease
Is there a chance that you can add this feature... It'd be very helpful24 votes -
Report for average income/expenses
Possibility to display a report with average income/expenses for the last 2-X months.
24 votes -
Cashflow doesn’t consider planned payments
The Cashflow only shows in & outflow of actual transactions. But it does not consider planned incomes and expenses when I filter across a certain time period.
In my case all my monthly expenses are getting payed during the month but my loan arrives at the end of the month first which lead to the result the I even face a negative Cashflow even if the planned income within the selected time period exist.
Thank you and best regards
M. - Lifetime License owner
24 votes -
outlook vs. budget vs. planned payments
Although the budget and planned payments are good in theory, they really do need to link back into the cash outlook so you know how much money you have remaining based on projected spending (not just actual spending).
For example, you have a range of fixed repayments every month on certain dates. But then you have $2000 allocated for spending for the month which is not allocated to one individual future transaction, but instead a range of purchases. You can put this under the budget, but it's not considered part of the outlook report, unless you spend from it. The…
24 votes -
Transfer between "Synced" account to "non-synched one"
Hi
I have two bank accounts. One of them is synched automatically while the other is manual. The issue is there is no option to transfer between them in the Wallet. So I have to choose "transfer to outside Wallet" Would you please make this feature available in your system? Hopefully once done, please make the transactions to be "MATCH" so we will not have any duplicate transactions. Thanks.
23 votes -
Automation - Support IOS shortcuts or developer API
Hello all, one of the main purposes for installing the app is automation, and that can be done through bank sync, but unfortunately not all banks are supported and some are not expected to be supported anytime soon, for this reason i want to have methods to still automate my records through IOS shortcuts since it’s the safest and most practical way to do so, for example i can create an expense record when I receive an SMS record from my bank (already did that with an old app), i can make a shortcut to read the monthly summery from…
23 votes -
Income Chart and Assets/Liabilities
1) It would be awesome if you can add a widget for an income breakdown to the dashboard, just like an expense breakdown.
2) Another great feature would be to manage assets and liabilities within the app.
3) Do you have training videos on how to make the best use of the app.
Great app by the way!
22 votes -
Smarter Planned Payments
There are so much things missing in Planned Payments starting with the cloning feature, As we can already clone a transaction it would be helpful if we can directly mark a transaction as recurring and it will take us to the planned payments page with the data's of last filled transactions so that we can simply add the recurring period and save it. It can also be applicable for marking as recurring directly from any saved template (option to saving a transaction will be useful too).
And the setting of recusancy is still dumb.. If I'm selecting any date it…
22 votes -
Splitting payments to people and creating debts or transfers through them.
A major use case for this is to split payments with friends, roommates or subscription sharers. Let us take a specific use case where I pay for Netflix for 4 people say 1000 bucks and I make a debt in their name for 250 bucks each and collect in once or twice a year.
Currently I have to make 4 records
1 of the total 1000 payment
3 of 250 each for the 3 people and have to also link them to debtsInstead we can have something like share or split with people. I have 2 ideas for executing…
22 votes -
Add crypto wallets or sync with Binance for example
It would be convenient to add cryptocurrencies to control your cryptocurrency budget.
22 votes -
Interest rates and APR
It might be a good idea to put a spot where you can record interest rates or APR for credit cards. It'd be even nicer if they could automatically calculate a estimated interest charge for the end of the statement date
22 votes -
Add ability to edit a record date for a linked bank account.
The problem is that a real transaction date does not equal an execution date. The transaction is shown in the application with the execution date, which is not the date when the money was spent.
22 votes -
Push Notifications for Planned Payments
Push notifications would be a great reminder for what payments are coming up or happening on a specific day. Currently the widget is handy for ‘at-a-glance’ but more is needed.
21 votes
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