General
1105 results found
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Is there any way for your algo to recognise transfer between acounts from import csvs?
Hello,
I want to prot to your app from different which I was using but I have a problem with importing data and automated data transaction type recognition by your algo. I have few thousands of transactions which I would like to port.
Is there any way for your algo to recognise transfer between acounts from import csvs?
How fields should be filled for this algorithm to properly work for transfers.
Second part is I can see that introducing exact value of category supported by your app within 'note' fields does not exactly work properly and it is usally not…
17 votesHello there,
The product team are looking into this. Thank you.
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Make popular cryptos like USDT BTC ETH also available for account currency setting
The fad of crypto-based financial activities is adding diversity in personal finance management, the apps should also stay tune for the latest status quo, need not to develop a very powerful tracking tool or function but at least enable these neo-currencies like exchange rate and pairing dollars.
17 votes -
Budget in web version
It would be nice to have the stats of budgeting that ios allow us to set in de web version
17 votes -
Expenses in a category should also take into account income in that category
For example
If I go to McDonald's with 2 friends and pay 30$ but get 20$ back in separate transactions from my friends, the expense report will say I spent 30$ when I actually only spent 10$
17 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 -
Add option to manually sync bank accounts
Add the ability to manually sync selected or all bank accounts to update records and balances within Wallet.
17 votes -
I cannot update my accounts since 09/15/2023 my bank is CGD of Portugal. what happened ?
I cannot update my accounts since 09/15/2023 my bank is CGD of Portugal. what happened ?
17 votes -
import transactions change account type
I tried to import my apple card transactions but it's setting this Apple Card account to General where it supposed to be a credit card. I have to manually set all credit card entries to negative since they are expenses not income. Could you please fix this?
16 votes -
Transferring funds between accounts of different currencies
When transferring funds between accounts of different currencies, it would be nice if the exchange rate would be saved with the transaction and not centralized, so it's possible to register Forex gain/loss. Field that can allow a custom exchange rate to override the global exchange rate could fulfill this function.
16 votes -
Filter by account
We should be able to add account(s) to a filter or instant filter to be saved.
I know the UI you can set a filter and accounts separately, but being able to add certain accounts to filters would allow us to do quick filtering by accounts, for example, maybe we only want to see all investment accounts, all savings accounts, etc.16 votes -
Themed icons for Android
Create themed icons for Android.
16 votes -
Caixa Geral de Depositos
I purchased Wallet recently and I was satisfied and pleased with the app, it had helped me define a budget and get an overview of my expenses but one day, my bank, named in the title stopped syncing and updating data.
The mobile app had no information as to why this was the case, I tried day after day to no avail. It was only when I checked the web version that I discovered that my bank would be unavailable for syncing until the 26th of November, today.
Today I opened the app tried to sync, same mistake. I check…
16 votes -
Budget-subcategory verification
After customization of the budget module it is possible to accidentally include categories in several budget lines and therefore double budget the same expenses. Furthermore it is possible some categories are not budgeted at all. It would be great if there was a check feature that would let user know if some categories are double counted or not counted at all in the existing budget module.
15 votes -
Last day in month
Is it possible to add choice of the last (work) day of a month to monthly repeated planned payment? (Or first work day in months?)
It could be improvement weekly period too (allow set non choiced weekday) to set it.15 votes -
Ability to add PDFs to transactions
You can only upload pictures to the transactions. It will be great if we could add PDF uploads too
15 votes -
Please Add Loan Payoff Planner
Debt payoff planner is a most useful feature for who use money manager app user and who trapped in debt. like YNAB app.
15 votes -
Under Budget and Golas, can we display used budget/total budget at the top?
Under Budget and Golas, can we display used budget/total budget at the top?
15 votes -
Health
Health expenses are very important! It's weird haven't a category for it. Enter the health category and enter the sub-categories pharmacy, medical visits, medicines, doctor, etc. Delete the pharmacy sub-category in shopping.
15 votes -
Please let me delete transaction loaded from a bank if nothing else
Hey, I undestand the limitations around pending payments, but I got 8 transactions loaded in January 2023 that are from December 2022, because you order it by date the transaction was cleared. This is not going to work for me. I cannot change the transaction date. I cannot delete those transactions. I bought lifetime premium, but currently I am very disappointed with these limitations.
The bank sync was your main selling point, but it is done very poorly. Please kindly let me know if this is on your roadmap.
15 votes -
Be able to exclude transactions with a specific tag
Right now you can select up to 5 tags to include in a budget, this limit seems arbitrary. so can we either have this limit removed effectively allowing us to exclude certain tags or add a field that is excluded tags from a budget.
15 votesHello there,
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. Also, you could tell me some more use cases that help me understand the need for this. Thank you.
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