72 results found

1. Link, merge or reimbursement feature

   There are some transactions which should have nullify effect on our budgeting like:
   • Purchase return: fully or partial
   • Transactions failure(debited then credited)
   • Group expenses with single or multiple friends
   • Reimbursement(office expenses, business trips etc. which are reimbursable)

   Due to all these transactions, both our expenses and income increases which will result wrong statistics.

   Current Solution
   First of all, use the split feature feature if the transaction have partial reimbursable part.
   1. Create a sub-subcategory or rename any sub-category
   2. You can make 1 sub-subcategory for both debit & credit or 2 different for debit & credit transactions.
   3. Now create a filter to exclude that/those sub subcategory , and need to use filter every time.

   Problems in this solution
   • Need to use filter every time
   • Need to remember to exclude those categories every time while making a new budget.

   Proposed Solutions
   1. Link/merge transactions: Link or merge both the debit and credit transaction into a single transaction so that the transaction amount will become 0. And now it will not affect the stats because of single transaction with 0 amount. This can solve the current problems but have their own problems such as:
   • Linking 2-3 transactions will be easy to find and merge like in case of transactions failure, or purchase return but in case of reimbursement, what if there is 15+ reimbursable transaction(at work or business trip) in a month and next month we get reimbursed. It will be difficult to find and  link too many transactions.
   • This new feature will only increase the work to find those transactions and link them.

   1. What if the work will not increase and also get the purpose we need. What purpose? Exclude those transactions from income and expenses so actual stats will be shown. There is already have a feature which can be used by doing some improvements in it. That is Debt category which we used for group expenses. E.g. spend 100 for 4 person 25 each including me. Split 100 into 4 of 25. One 25 will go to specific category and remaining 3 will go to debt category and Debt feature is used for lent to 3 person. And receiving from them also go to debt category. And add that record in debt feature. That's it. In this case debt amount will come into cash flow stats but not "spending stats" and "income & expense stats". This is what we need from those nullify transaction also.

   So we can also use debt category for those transactions also if anyone want to do. But it will be very useful to have more categories like debt which are out of income & expenses stats but include in cash flow stats.
   Suggestions for categories: Reimbursement, Purchase return, Null, Void, or can move the already "custom categories" which is extra. And also can move "business trips category" from transportation because this is not our actual expense.
   Creating this new categories will be good to solve this issue but should also have easy to select, not through search icon and typing. These extra categories should also be seen like most frequent categories slot which is just above all the various categories when selecting a category for a transaction.

   There are some transactions which should have nullify effect on our budgeting like:
   • Purchase return: fully or partial
   • Transactions failure(debited then credited)
   • Group expenses with single or multiple friends
   • Reimbursement(office expenses, business trips etc. which are reimbursable)

   Due to all these transactions, both our expenses and income increases which will result wrong statistics.

   Current Solution
   First of all, use the split feature feature if the transaction have partial reimbursable part.
   1. Create a sub-subcategory or rename any sub-category
   2. You can make 1 sub-subcategory for both debit & credit or 2 different for debit & credit… more

   130 votes

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2. Additional icons, non-removable labels and category editing

   Add more icons, at least the ones that are more or less frequent for many people. Now, for example, there are many subscription services. Music, movies, games, etc. I would like to have these icons. Why are there no sport icons in the app? Why are there no icons for products, because meat, fish, chicken, vegetables and fruits are the fundamental ingredients for most. And if users create subcategories for products, then I think many people create them for themselves. Why is there no tea or coffee icon? After all, people can often (for example, every day) go to coffee houses. Icons for different types of fast food establishments (pizza, burger, hot dog, donuts, desserts, sushi, etc.) would also be useful. Icons for recreation places (parks, water parks, amusement parks, saunas, baths, swimming pools, bowling, billiards, etc.). Places for cultural recreation (theater, opera and ballet, music concerts, orchestra). Why is there nothing else besides the t-shirt icon for clothes? It would be possible to add at least shoes, since this can also be a separate item of expenditure (after all, shoes are not exactly cheap), not to mention the rest. At least you can take separate categories, for example, warm clothes, light clothes, shoes). It would also be possible to add icons for the car, for example, fuel is one of the main expenses, but besides this, several times a year, expenses are required for repairing tires, undercarriage, body repair (change or upgrade), purchases of auto accessories (chemistry, fluids for keeping the car clean, rags, covers), washing the car every week or month, aligning the wheels after changing the winter wheels to summer ones and vice versa. Don't forget about such expenses as self-care, beauty salons or hairdressers, massage services, spas, etc. It's just that you have a very meager set of icons, which are critically few and because of this I can't set everything up properly. Here, an important role is played by the fact that the application cannot delete or add a category. I would like to decide what I need. For example, I do not need all of the ready-made categories and I rename them. But there are a fixed number of them and I have to puzzle over how to set them up so that I can fall under the right number of main categories. And those that do not fit, I have to send in subcategories. It is very uncomfortable. Your application is one of the best in design, but this is the first time I have encountered such a limitation with categories. When I tried your application, I immediately bought it, but I did not expect that in the end there would be such an inconvenience in functionality. I would also like to see the "debt / return" functions added. And lastly, remove the three emoji with shit, heart and emoticons from labels. Because they are not there in the web version, but in the mobile application, when editing shortcuts, they are not there, and I cannot delete them. Please add all of this, I absolutely love the app and would love to see you grow.

   Add more icons, at least the ones that are more or less frequent for many people. Now, for example, there are many subscription services. Music, movies, games, etc. I would like to have these icons. Why are there no sport icons in the app? Why are there no icons for products, because meat, fish, chicken, vegetables and fruits are the fundamental ingredients for most. And if users create subcategories for products, then I think many people create them for themselves. Why is there no tea or coffee icon? After all, people can often (for example, every day) go to coffee… more

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   under review  ·  13 comments  ·  iOS  ·  Delete…  ·  Admin →
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3. version unification between iOS and Android apps

   version unification between iOS and Android apps ... I miss the features on iOS that Android has. Please unify these features, such as mortgage tracking or export! I believe all iOS users want the same version of the app!

   418 votes

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   under review  ·  37 comments  ·  iOS  ·  Delete…  ·  Admin →
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4. 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]

   329 votes

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5. Fix planned payment card in web app

   From web app the Planned Payment card does not show planned payments, while in Android there are all of them, in the same Planned Payment card

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6. Planned payment creation in desktop dashboard

   Ability to create/edit/delete planned payments via dashboard through web interface.

   Can only do this via the phone app currently.

   276 votes

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7. Filter unconfirmed

   Dear Budgetbakers.

   The recent addition of the confirmation is simply awesome, it is now much easier to track down records recently approved by the bank and finalize them.

   There's just one step missing that would make the solution absolutely perfect - a way to filter out confirmed records and focus on unconfirmed.

   Please consider adding such a filter.

   Otherwise, thanks again for the great app, and keep up the good work 👍

   77 votes

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8. Rollover option on a budget plan

   You should add rollover option on a budget plan of each category . If I spend less or more in a month or year then the profit or the dept of the budget should pass to the next months or year budget.

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   339 votes

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9. 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 or week will be calculated on basis of that week. this will help us on many other problems. like we have purchased an item, after few days, we return it. we don't want to calculate the returned amount on next month as an income. so, we can group them.

   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… more

   16 votes

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10. Automatic backup to cloud

    App should use the Export feature to automatically backup accounts to a cloud service of the user's choosing.

    210 votes

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    under review  ·  AdminBudgetBakers_K (Support, BudgetBakers) responded

    Hello there,

    
    

    Thank you for your feedback, we will keep an eye on this and gain more data to see if this is a feature that more users would like. If this is the case, we will start to review it and discuss the consideration of this idea. Thank you.

11. Debts for iOS

    I have been a daily user of your app on Android, but today I changed my device to an iOS and I can’t find the debts section here in iPhone. Is this feature exclusive for android? Because the debts feature is so useful for me and i would like to have in the iOS version.

    163 votes

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    9 comments  ·  iOS  ·  Delete…  ·  Admin →
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    under review  ·  AdminBudgetBakers_K (Support, BudgetBakers) responded

    Hello,

    
    

    Wallet was initially created for Android, so we have more features on this version right now. Some features are missing on iOS and Web version such as debts, but our developers actively work on features that will give the users more control over their individual settings.

    
    

    We have registered this into our feedback tool that will be discussed internally by our team and will be considered for future updates. This is now under review.

    
    

    Note: We cannot guarantee that all ideas and suggestions will qualify as a feature in our application or latest updates.

12. Ability to start tagging uncleared transactions

    It takes days for transactions to clear and by that time I have forgotten about what they are. It would be nice if they were immediately taggable. Or at least make a note about them somehow for later.

    150 votes

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13. 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.

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    22 votes

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14. 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.

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    38 votes

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    under review  ·  AdminBudgetBakers_K (Support, BudgetBakers) responded

    Hello there,

    
    

    Our product team is looking into this. Thank you.

15. Add a dark mode for the web app.

    As a user who's bought a perpetual license, it would make my life a lot easier if the web app had a dark mode like the mobile apps.

    Please consider adding it.

    110 votes

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16. Planned payments transfer iOS
    96 votes

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17. Split feature for iOS

    Hello BudgetBakers ! When will it be possible to split bank transactions to different expense categories? I am waiting for this features since…..forever i guess.

    163 votes

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18. More icons to customise Categories

    Please add more icons to customize categories. There are some missing like icon for medications, icon for shoes, icon for coffee/tea, icon for events like wedding, party etc, icon for sweets, icon for cinema. Please, I have premium plan and I will appreciate it a lot if the icon package will be more complex to customize categories. Please check other budget tracking apps where they have plenty of various icons and extend the current icons collection. Best regards.

    15 votes

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19. Ability to Attach and Remove receipt/attachments via Web App.

    Would be nice to attach and remove images from the Web version.

    Its hard to work with invoices and receipts on the mobile app.

    25 votes

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20. Automatically add location to the expenses

    Automatically add location to the expenses and add corresponding option in the settings. So the heatmap will look completed after some time.

    19 votes

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