Google sheets integrations and other features
Davudakay
Nov 21, 2022, 11:57 GMT+1
Hello,
I have been using your Wallet app for a while now. It has some nice reporting presets but it would be nice to have a bit more flexibility. I will be listing some of my suggestions/requests below:
1. The ability to see the totals/balance (in the analytics and records tabs) in a selected currency, and not only the default currency. Because it is annoying to see multiple records in a certain currency, but you only see the total in the default currency. It doesn’t really serve the whole purpose of “managing your finances”.
2. The ability to have a direct link to the data so we can import a live version of to excel or other applications and do some other types of analysis. Because currently the only way to export the records is through an android device. We cant do that from IOS or Web applications, which is weird. If you can do some sort of google sheets integration or a live xml url, it would be great. I read somewhere on the web app that there is some api, but that’s all there is to it. In short, it would be great to not have to download a new excel file just to update my records to have an updated report on external apps.
3. Please try to unify the features throughout platforms. Every platform (IOS, Android, and Web) does something differently or some have a feature and other don’t at all (for example the possibility to export records only on android, or different analytics UI on android and IOS). And in
4. The feature of importing records can be improved. Currently we can only import records to a single account at a time. Which is understandable. But for some use cases where maybe someone is trying to migrate from another personal finance application, you would make switching to your application easier if you provided an excel template where each record has one additional field called “Account”. That way and with the addition of a single column, users will be able to import records to multiple different accounts at once.
This is it for now. I wish these requests are taken into consideration and implemented soon. Thanks for your efforts, and keep up the great work.