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255 results found

  1. 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.

    226 votes
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  2. 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…

    42 votes
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    0 comments  ·  IMPROVEMENT  ·  Admin →
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  3. 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 👍

    61 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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  4. 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,…

    37 votes
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    3 comments  ·  IMPROVEMENT  ·  Admin →
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  5. 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.

    114 votes
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    under review  ·  8 comments  ·  IMPROVEMENT  ·  Admin →
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  6. 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.

    33 votes
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    5 comments  ·  IMPROVEMENT  ·  Admin →
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  7. 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)

    15 votes
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    2 comments  ·  IMPROVEMENT  ·  Admin →
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  8. Wallet is more and more buggy

    Please, what the hell are you doing with this app? Filters are not working, labels are not working, generating of records is buggy - planned payments is gone on my device...

    When you read Google Play, you can read in reviews that filters are not working for at least several months. I already created 2 tickets - nothing. No answer (except the one from guideline or template....), no solution. Web interface also does not work. Easy to reproduce - add record, add a label to it, filter it by label and? The record is not in results. When I waht…

    7 votes
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    5 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!

    19 votes
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    2 comments  ·  IMPROVEMENT  ·  Admin →
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  10. Import : Allow all account Type, Category and Subcategory

    Hi Team,

    I do not see options to manually map category, subcategories, label while importing data from different app. Without this, default mapping is not getting imported correctly. I am not able to use this app without importing multi year data from another app as its very difficult to manually enter these.

    Can these columns also be allowed to select to map in upcoming updates?

    Also pls allow to import all account types not just general.

    9 votes
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    5 comments  ·  IMPROVEMENT  ·  Admin →
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  11. Interest rates and APR

    It might be a good idea to put a spot where you can record interest rates or APR for credit cards. It'd be even nicer if they could automatically calculate a estimated interest charge for the end of the statement date

    16 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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  12. Option to change the order of categories and subcategories

    We need the option to change order not only the accounts but also the categories and subcategories. It is like a lotary the position that the app decides to order a subcategory. The categories are fixed and we must have the option to change order also to them. I want to have the most important for me categories and subcategories on the top. I am using the IOS App

    74 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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    Thank you for the feedback. We can see that not many people have requested this, but we can gain more data and if this is something that is wanted by the many, we can of course look into this further. Thank you.

  13. 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.

    12 votes
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  14. Euro currency changeover

    On January 1 2023, Croatia switched its currency from kuna to euro at a fixed rate. This is something that the users of the app couldn't influence on because it was officially announced on July 12, 2022.
    It is getting quite difficult managing expenses in kuna currency because the official currency now is the euro.
    I think you should introduce an option to change the base currency when a country switches its currency because euro changeover will probably happen in the future to Romania and Bulgaria.
    Because the currency changeover is at a FIXED rate, it probably isn't so difficult…

    10 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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  15. Allow categorization and tagging of uncleared Bank transaction

    My bank clears transaction only after a month. By that time I would have already forget what type of transaction I was making. I understand that manually editing uncleared transaction value could mess up the automatic system. But I believe there is no harm at all in assigning category/tag to uncleared transaction. As a benchmark, other financial tracking app like Mint has been doing this and as a paying subscriber I am quiet disappointed that Wallet is unable to do this, so please consider this ability: allow user to assign category/tag but lock transaction value to uncleared transaction.

    20 votes
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    2 comments  ·  IMPROVEMENT  ·  Admin →
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  16. Adding ability to change type of record to "transfer" with automatic rule

    I have an unlinked account of deposit and adjust my usual linked account to automatically send money in it every time I spend from my usual account
    It would be better if I could adjust that records from "expense" type to "transfer-to-deposit-account" type using automatic rule because it's very easy to lost that records while bank clear it

    59 votes
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    under review  ·  5 comments  ·  IMPROVEMENT  ·  Admin →
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  17. Expenses in a category should also take into account income in that category

    For example

    If I go to McDonald's with 2 friends and pay 30$ but get 20$ back in separate transactions from my friends, the expense report will say I spent 30$ when I actually only spent 10$

    15 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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  18. Transfer transactions

    Hello there. I am using wallet premium for a while and I am using it on two platforms: Android, and web service. When I enter a transfer transaction on Android, the category of the record is "unknown". However, if I enter the same transaction on the web, it is recorded as "Transfer, withdraw". Unknown transactions are shown in expense reports but it is not an expense. Could you please change it?

    7 votes
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    2 comments  ·  IMPROVEMENT  ·  Admin →
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  19. outlook vs. budget vs. planned payments

    Although the budget and planned payments are good in theory, they really do need to link back into the cash outlook so you know how much money you have remaining based on projected spending (not just actual spending).

    For example, you have a range of fixed repayments every month on certain dates. But then you have $2000 allocated for spending for the month which is not allocated to one individual future transaction, but instead a range of purchases. You can put this under the budget, but it's not considered part of the outlook report, unless you spend from it. The…

    9 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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  20. Edit date and labels when splitting a payment

    I use my mobile carrier account to buy bus tickets, parking, etc. When I top-up that account, a new payment is added. When I buy a bus ticket, I use the split feature to deduct its price from top-up price. However, these payments are made on a different day. I also use different labels for specifying the purpose. Thanks in advance.

    1 vote
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