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5 results found

  1. Account for Gold or sliver saving

    If you can add any account for gold or sliver holdings

    So i can transfer my money to gold or silver grams according its global or local rates

    6 votes
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    declined  ·  1 comment  ·  NEW FEATURE  ·  Admin →
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  2. Sync wallet accounts with board accounts

    I use wallet for my ALL accounts, including thats for work. So adding an account sync/link between wallets accounts and boards accounts will be a huge improvment. Thats a reason why i dont use board. I get tired of adding records twice, one for each app.

    1 vote
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    declined  ·  0 comments  ·  NEW FEATURE  ·  Admin →
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  3. Add an option to don't count a category in the spending and cash flow menu

    I have accounts that are for investing, and there's no way to create an adjustment category, so it counts for the spending and cash flow when it shouldn't.
    I know that you can adjust the account balance, but this isn't useful for investments.

    1 vote
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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    declined  ·  AdminBudgetBakers_L (Admin, BudgetBakers) responded

    Please see the comment of Kamil below which is very helpful: 

    1. You can exclude categories by creating and using filters.  

    2. You mix categories with accounts  

    3. You can select for which accounts statistics should be shown.

  4. Longer historical transaction data available

    Right now, I can only see 90 days worth of transaction data, which is not sufficient to gain any useful insights from.

    Historical data should go back 3 years preferably, or at the BARE minimum 2 years.

    Please implement this! I find the app useless without the data.

    PS manual data entry with CSV files is a royal pain in the ass and confusing as hell.

    3 votes
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    declined  ·  4 comments  ·  IMPROVEMENT  ·  Admin →
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  5. Fully Customize Categories & Sub-Categories

    Please provide users with the ability to fully customize categories & sub-categories, as well as deleting everything in a category.

    3 votes
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    5 comments  ·  NEW FEATURE  ·  Admin →
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    declined  ·  AdminBudgetBakers_K (Support, BudgetBakers) responded

    The reason for which new categories cannot be added is that Wallet uses machine learning that works with structured data. If users added categories themselves the data would no longer be properly interpreted by the app and its features would return statistics that are not as accurate or relevant.


    However, you can rename the main categories or add your own subcategory.


    For more information on how you can edit your categories, please check our FAQ article All about categories/subcategories.  


    Tip: To hide a Main Category, hide all of the subcategories under it!


    Tip: You can also bulk edit your Records to apply a category to many Records at once!

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