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482 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…

    326 votes
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    under review  ·  9 comments  ·  IMPROVEMENT  ·  Admin →
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  2. Add subcategory under root category

    Currently, it's not possible to create a subcategory under the root category. For example, you cannot create a subcategory under "Food & Drinks" or "Vehicle" directly. You can only create a subcategory from an existing subcategory. And the problem is that there are only a handful of subcategories for each root category. So "Food & Drinks" might have like 5 or 6 subcategories. Even if you rename them and create more subcategories under them, it might not make sense depending on use case.

    70 votes
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    2 comments  ·  IMPROVEMENT  ·  Admin →
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  3. View expenses by month in statistics

    I want to see my expenses by month in statistic not only as a graph but also as see the number for each month. For example as a pop-up window by click

    170 votes
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    6 comments  ·  IMPROVEMENT  ·  Admin →
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    Thank you for providing us with this feedback.

    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.

  4. 29 votes
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    4 comments  ·  IMPROVEMENT  ·  Admin →
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  5. automatic rules transfer

    Hi! In the automatic rules, I miss adding the transfer option between accounts. I have scheduled automatic bank transfers set up between my accounts and manually setting it up is a bit of a no brainer if it could be easily scheduled in the Wallet App. I hope you can add these features.

    36 votes
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    5 comments  ·  IMPROVEMENT  ·  Admin →
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  6. Support again Portugal ActivoBank

    Since June the app lost sync with Portugal ActivoBank
    Could you add support again for this bank?
    I paid for this

    10 votes
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    4 comments  ·  IMPROVEMENT  ·  Admin →
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  7. Support transaction fees on investment accounts

    First, thanks for putting such amazing efforts into ramping up the "Investment" accounts, it is a great feature that makes tracking my stock investments better but would be great if you support transaction fees.

    I think everyone will agree with me that brokers charge fees for any buy and sell transaction which is crucial information to put in each record.

    Best regards, Felipe.

    9 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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  8. 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
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    3 comments  ·  IMPROVEMENT  ·  Admin →
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  9. Installment Plan

    Hi! Can you please add an installment plan feature for credit card transactions/account which includes the number of months and also the interest. This would be a big help. Thank you so much Wallet team!

    97 votes
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    9 comments  ·  IMPROVEMENT  ·  Admin →
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    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.

  10. Lack of stock market features

    Hello, you have added the stock market feature I was looking for in 2020. Thank you, but it seems that coins such as BTC and XRP are not on the exchange. It might make more sense if you add the coins to Tradingview

    6 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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  11. In Template feature, add "Transfer" type

    When setting up a template there's only "Income" and "Expenses" I would like to suggest to add an option "Transfer". Additionally, also add "Transfer" option in type under Automatic Rules feature

    36 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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  12. Your supportbot is maddening

    I just spent a rather frustrating time with your popup support bot on the web app. No matter what I said it would merely repeat "Here are some articles that might help". It felt like talking to an obstreperous four year old. Given the ubiquity of LLMs that you can actually have some sort of conversation with these days, it feels like this is worth upgrading - its not a great UX to say the least.

    18 votes
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  13. Allow to close both lent and borrowed debts

    Right now only Borrowed debts allow to 'Close debt'. Lent debts only allow to 'Forgive'. I'd like to move a Borrowed debt to Closed without marking it as Forgiven.

    7 votes
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    0 comments  ·  IMPROVEMENT  ·  Admin →
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  14. 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.

    386 votes
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  15. Idea is regarding the auto update of transactions

    There are problems while auto updating of transaction details when the account is connected with the bank.

    1. The bank account need to re sign in several times which is one of the major issue and irritating.

    2. The transaction capture from the bank account is very slow it takes lot of time to capture the transaction data from the bank account to app.

    3 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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  16. 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
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    0 comments  ·  IMPROVEMENT  ·  Admin →
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  17. 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 👍

    91 votes
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    under review  ·  4 comments  ·  IMPROVEMENT  ·  Admin →
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  18. Perfect alignment between Android, iOS but Web app too!

    It would be marvellous if iOS, Android but also Web version would be aligned. For example on the Web is not possible insert transitions in the future, neither looking for them :-(

    4 votes
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  19. Exclude by label

    Hello, I have a suggestion for an improvement to the application. It would be very convenient to have the ability to filter by excluding a specific label. Currently, we can filter entries only by labels, but we cannot exclude them. It would greatly enhance the user experience to have this feature implemented. Thank you for your attention and consideration. Best regards, [Your Name]

    12 votes
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    2 comments  ·  IMPROVEMENT  ·  Admin →
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  20. I already logged in wallet app, but still getting warning emails for account deactivation

    I already log in my Wallet app, and I'm still getting email warnings of account deactivation. if my account is deactivated, I'll ask for my money back. I paid for the premium licensing and using the app accordingly. I don't understand why I'm still getting this warning emails. Attaching screenshots to prove that I'm using the web app. I'm logging in using Google account.

    7 votes
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    2 comments  ·  IMPROVEMENT  ·  Admin →
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