General
34 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…315 votes -
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 -
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 -
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.
235 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.52 votesHello there,
Our product team is looking into this. Thank you.
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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…
25 votes -
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.
36 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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Reminder notification for credit card due date
It would be nice to get a notification for credit card due date reminder.
13 votes -
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.
53 votes -
Add the option to insert a pdf file of a receipt or invoice as an attachment to a record.
At the moment, it is possible to insert an attachment (invoice or receipt) to the record only as a photo or as an image. I receive invoices and receipts from stores mainly in PDF format. It would be nice to embed the PDF directly and not convert it to an image.
11 votesHello, We would like to express our gratitude for your valuable suggestion. Our team is currently fully engaged in the development process, working diligently to bring new features that will provide users with enhanced control over their individual settings. We are excited about these upcoming additions and anticipate their implementation in the near future. We genuinely appreciate your choice of Wallet and look forward to offering you an even better user experience. Thank you once again for your support!
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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 it116 votes -
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
118 votesThank 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.
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Sodexo Gastro card
Please, are you also considering the introduction of meal card management? Like for example the Sodexo gastro card? Thank you for your reply to vojtech.kolmacka@gmail.com. Thank you
11 votes -
Timezone on Imports
When importing it should be possible to select the timezone of the dates in the file.
For example (+09:00 KST), I live in Korea, if I do imports it always the wrong dates because the timezone of server and my file are different.10 votes -
Filter records without labels
Add the ability to only see records that don't have a label. I use a unreviewed/reviewed labels pair with an automatic rule to add the unreviewed label but sometimes I mistakenly add records without any tag, that get eventually lost.
52 votes -
change of major currencies
Everyone (including me) really needs to change the main currency, but, unfortunately, there is no such possibility in the application. Please add!
Also, expenses show only one main currency, which is very inconvenient. It is better to create a choice so that everyone can customize for themselves
138 votes -
Please add an option to reorder the goals and budget so we can arrange them with priority
Please add an option to reorder the goals and budget so we can arrange them with priority
78 votes -
multiple records editing as transfer
when selecting multiple records, I cannot set them as transfers... I must do it one by one. I can select multiple records and adjust the categories, so it would be good to set it as transfers as welll.
8 votes -
Goals and records
Since I have linked my bank account to the app, I cannot set aside those incomes for my goals. I believe this option should be added, because I received some money on my bank account and I would like to put it all in my holiday goal!
108 votes -
Reoccurring payments every few months
It would be great if you could schedule reoccurring payments every few weeks or every few months instead of only every month, every week, etc
4 votes
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