General
383 results found
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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…231 votes -
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
113 votesThank 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.
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11 votes
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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.
345 votes -
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!
75 votesWe 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.
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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 👍
86 votes -
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.
14 votes -
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
20 votes -
Populate transaction time when syncing with Bank (Ukraine Monobank)
Populate transaction time when syncing with Bank.
Currently transaction time is default to 03:005 votes -
Add totals in the Budgets and Goals tab
Please include totals for the period such as:
- the total amount of all planned budgets;
- the total amount of all current expenses;
- and most importantly, the remaining amount, that is, the current amount minus the total amount.This will help to understand how much money is needed until the end of the period to stay in the budget.
As an example from another application (second screenshot, underlined)
49 votes -
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 ?
8 votes -
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.
190 votes -
Advanced transfer
I have a problem with the transfer.
I have two accounts from the same bank. One in my name, the other in the name of my daughter (who is a minor). I transfer an allowance every week (always amounts under 7.5) with an automatic service that the bank provides.
Well these transfers despite occurring on the same day are not read as transfers!
If I try to change the expense (or income) as a transfer, it only makes me enter the manual account, or the off-wallet account.
It would be useful to be able to select all accounts for transfer,…52 votes -
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.
6 votes -
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.45 votesHello there,
Our product team is looking into this. Thank you.
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Add Ukrainian bank "PrivatBank"
It was already connected when I bought my premium subscription few months ago but it just disappeared later on. Right now there is no such bank listed under Ukraine. Please return this integration back because PrivatBank (Ukrainian: ПриватБанк) is the largest Ukrainian bank in terms of assets and the leader of Ukrainian retail banking market. More than 25 million people have used the services of PrivatBank at least once in their lives, which is in Ukraine. Almost 19 million Ukrainians regularly use the services of PrivatBank, and there are currently 15 million customers of Privat24 digital banking.
33 votesHello there,
Thank you for reaching out to us regarding the PrivatBank integration. We understand that it is an important bank for you, and we apologise for any inconvenience caused by its absence.
We want you to know that we are currently looking into this matter and are actively working towards finding a solution to return this integration back. We appreciate your feedback and thank you for bringing this to our attention.
We will keep you updated on the progress and provide you with more information as soon as possible. Thank you for your patience and understanding.
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Allow Adding Categories instead of AI functionalities
Please, Allow us a Toggle optiom in Settings menu to enable or disable machine learning and AI functionalities
Case 1: (Default)
Action - Enable AI Functionalities
Outcome - Categories and Sub-Categories remain Fixed (Categories can't be added or deducted by the user)Case 2:
Action - Disable AI Functionalities
Outcome - Categories and Sub-Categories Become Flexible (Categories should be easily extended or deducted by the user themselves)I understand "the reason for which new categories cannot be added as the app uses machine learning that works with structured data. If users added categories themselves the data would no longer be…
22 votes -
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.
9 votes -
Setup a custom Period for budget
As I get paid fortnightly, I was wanting to set up a fortnightly budget.
Please allow for custom Period for Budget, thank you.
30 votes -
Total Budget Used vs Total Budget Allocated
Can you please add the budget used/budget allocated at the top of Budget screen. This way it is easy to see if one is over budgeting or within
9 votes
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