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.
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Ankit Shah commented
As a long-term user and paying subscriber of Wallet, I wholeheartedly echo the sentiments expressed here. The current absence of the ability to assign categories or tags to uncleared transactions poses a significant usability challenge. Let's break down why this feature matters:
- Memory Fade: Transactions often take time to clear, and during this period, our memory of the transaction context fades. Assigning a category or tag right when the transaction appears in the app ensures accuracy and relevance.
- User Benchmark: Other financial tracking apps, such as Mint, have successfully implemented this feature. As users, we naturally compare experiences across platforms. The lack of this functionality in Wallet leaves us feeling somewhat disappointed.
- Balancing Automation and Flexibility: While we appreciate the automated categorization system, allowing users to manually tag uncleared transactions strikes a balance. It doesn't disrupt the automatic system but empowers users to maintain clarity.
- Freshness Matters: The best moment to categorize an expense is when it's fresh in our memory. Waiting for days to revisit transactions becomes cumbersome, especially for frequent card payments.
In light of these points, I urge the Wallet team to consider implementing this feature. Locking the transaction value for uncleared transactions while enabling categorization would enhance the overall user experience. 🚀
Let's hope that the developers take note of our collective voice and prioritize this enhancement. If you haven't already, consider upvoting the related post to amplify its visibility. Together, we can make Wallet an even more powerful financial management tool! 💪👛
THIS IS VERY IMPORTANT
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Luciano Couto commented
An issue from 2022 and so many critical feedbacks... where are you devs ?
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Jindřich Pergler commented
Agree with that, that's a must have, it is day-to-day annoying not being able to put the check status there or change the category for the uncleared transactions when I just go by. I really don't want to wait for when each transaction is cleared (and some transactions take some time).
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lucas mendonck commented
This feature is absolutely essential to basic functionality of this app!!!
plenty of other budget apps that have bank sync allow uncleared records to be edited, so this is not even a technical limitation.
At the very least allow us to write a comment to help us remember what was purchased at time. but even this would be a stupid work around for a problem that doesn't even have to exist. -
Silviu commented
This feature is so key to daily-use. It happens to me a lot that I pay for other people and I have to remember what I spent the money on, having to wait so many days before I can even add a note or description, makes it totally lose it's purpose. Do I have to rely on other tools to track that info at the moment of spending? It shouldn't be like that...
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Marko Ivanetić commented
I would love to be able to edit transactions before they are cleared by the bank.
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Marko Ivanetić commented
You're making me write expanse descriptions in notes!!!
WHY -
Marko Ivanetić commented
I want to categorise my expanses as I'm making them. My transaction are sometimes uncleared for a week. How should I remember what I purchased in a week??? Transaction description is not always super clear.
Please make this happen!! I see no reason not to!
If transaction fails or is rejected, do whatever you want with it. But let me edit it!
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Kyle commented
This would be such a big hellp!!!!
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Samuil Goranov commented
I really miss this feature and makes budget managing hard. Some transactions stay uncleared for weeks. I would like they to be editable and to be counted as expenses/income & etc immediately.
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moyamin commented
In addition, I wanna delete double records of clear and uncleared item.
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Raimundo Labarca commented
This is critical! So nice to see more people requesting the same. Thanks in advance guys!
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Justin McLemore commented
This would be so helpful. I wouldn’t think much would have to change. We understand that there could still be pending values until the transactions are cleared, but that’s why you could still leave the ‘Uncleared’ tag on the record, but we can still treat them like editable records while we wait for them to clear.
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Adam commented
Yes, exactly!
This feature is missing for me to really use the apps effectively. -
Jakub commented
Exactly, I need this very much. Please find a way to do this. Also having the original date on the transaction, when it was created, would be more understandable.
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Y engE commented
I agree 100%.
This could actually make or break the usability of this app on the long term.
We need to be able to immediately categorize the transaction while it is fresh in our head, and let the bank clear it in a few days.This is also important to have accurate budget updates as soon as we can a transaction, since we want to know how much "balance" we have left in a specific category.
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Mattia Felice Palermo commented
I also think this feature would be a great addition to Wallet. I often find myself wanting to update my transactions but have to wait days for them to clear out, and by that time I often forget what they were!
A big thanks to the developers for allowing us to express our ideas.
Mattia