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  1. auto search in payee

    Dear Admin, please see the screenshot I have attached.

    Before the update when I write in the payee input, it gives me suggestions based on my previous data entry e.g., in my first entry, I entered "Max Mart" in the payee's name and when I entered 2nd entry I type "M" in payee line it automatically gives me drop-down suggestions mentioning "Max Mart".

    With this feature, the Payee name will remain the same and duplication errors will be less. I can easily manage my Receivable/Payable account with this feature now i have to copy the payee name from the previous…

    15 votes
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    2 comments  ·  IMPROVEMENT  ·  Admin →
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  2. 1 vote
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    completed  ·  7 comments  ·  IMPROVEMENT  ·  Admin →
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  3. the Credit Card set up is confusing

    I was trying to set up my credit card account..
    I already input my credit limit but in the statistics part, it is tag as maximized utilization of credit card and when i Input new transactions in credit card i am tagged as over draft.

    1 vote
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    completed  ·  2 comments  ·  IMPROVEMENT  ·  Admin →
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  4. Allow users to change their base currency!

    I would like base currency to change my base currency to GBP, but seems I have to delete everything in order to do so..
    Surely this is an easy fix that would be beneficial to many who move regularly or used old currencies.

    6 votes
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    completed  ·  3 comments  ·  IMPROVEMENT  ·  Admin →
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  5. Ability to add, move categories and subcategories

    I'm very disappointed that I can't add categories and sub-categories with the premium version I just bought.

    It would be important for you to consider this improvement as it is very critical not only for the data recovery from but also to comply with our realities.

    • Create new categories and subcategories
    • move subcategories between the main categories

    Sincerely,

    125 votes
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    completed  ·  16 comments  ·  IMPROVEMENT  ·  Admin →
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  6. Bank sync for HDFC credit card (India) fails

    HDFC is part of available list of bank syncs, but for holders of credit card only (no debit account), the bank sync fails.

    My guess is that the app is hitting the endpoint for general hdfc netbanking accounts.
    My proposal is to create separate item for HDFC credit card, and use their credit card portal to sync account (https://netportal.hdfcbank.com/login#/openMarketLoginCC)

    24 votes
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    4 comments  ·  IMPROVEMENT  ·  Admin →
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    Hello, we regret to hear you are experiencing issues with your app. In order to resolve this, we will need more information. Please contact us via the ''Help'' icon on your mobile device > select your issue from the categories and if it's not answered please "submit a request" at the bottom of the screen and share more information. Thanks.

  7. sort by new entry

    while creating a new record of a backdated transaction, if we put wrong date or add them in wrong account,very hard to find the fault one. so add an option to sort out record as modified or created.
    like web version,iclude all record option in android version too.we need to select date range,as a old user, this is not easy to remeber my 1st transaction,so we miss some transactions.

    11 votes
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    0 comments  ·  IMPROVEMENT  ·  Admin →
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  8. In time range.. all records option like web

    When we are sorting out records, there is option for date range oi 1 wk,1month or 1yr, and theke is also a date range option. But like web versions, there is no option see "all" record from 1s to last. Please add this option in android verison like web.

    6 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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    Hello there! I apologize for the inconvenience you're facing while using the app. I'd like to provide some clarification regarding the feature you mentioned. In the Android app, the functionality you're looking for is available by swiping left on the calendar instead of tapping. By doing so, you should be able to access the date range customization option and set your specific dates accordingly. I hope this information helps you navigate the app more effectively. If you have any further questions or concerns, please don't hesitate to contact the support team to assist you further. Thank you.

  9. We need to search by amount

    When I search for an amount, no results are found. The application only searches for keywords and categories. please include the amount in the search option, so we can find easily, when and where we spent that specific amount.

    4 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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    Hi, At the moment, we aren't able to make the changes you requested, please be assured that your feedback will be passed along to the appropriate team. They will consider it carefully to see if there are any future improvements that can be made. Thank you for your understanding and for helping us make our app better.


  10. incures the number of integrated bansk

    Dear Customer Support,

    I hope this message finds you well. I started using the application and noticed that my bank is not integrated with your service. I was disappointed to see this as I was hoping for a seamless experience. Can you please let me know if there is a possibility of adding my bank to the list shortly?

    bank name: banquemisr
    country ; egypt
    Branch name: BANQUE MISR
    Swift code (8 characters): BMISEGCX

    Thank you for your attention to this matter. I look forward to your response.

    1 vote
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    completed  ·  1 comment  ·  IMPROVEMENT  ·  Admin →
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  11. Main currency issue fixes

    Like many others, I recently changed country and have a different currency now.

    At the current state, if I want to change currency, I have to delete all data and lose 5 years’ worth of transactions.
    I could also export and import every single account, but this solution is not feasible: all the transfer entries will be considered as expenses in the donating account, and income in the receiving one. All the debts, planned payments, budget etc will be lost as well.

    To easily fix this, in my view, you have three options:
    1) add the possibility to change the…

    3 votes
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    completed  ·  1 comment  ·  IMPROVEMENT  ·  Admin →
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  12. Incomes & Expenses Report - problems

    In analytics page, if I want to see the report for Incomes & Expenses for this month or a specific month, when I'm listing the transactions for
    a specific category I will see all time spendings from that category. Need to be listed only the spendings from that month.

    3 votes
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    completed  ·  5 comments  ·  IMPROVEMENT  ·  Admin →
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  13. Add Export Feaures

    Add Export Feaures in web version, and make it work in android version.. app is useless with exporting data to excel !!

    4 votes
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  14. Cannot connect to Fidelity Investments and TD Ameritrade isn't even listed

    Cannot connect to Fidelity Investments and TD Ameritrade isn't even listed

    1 vote
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  15. The web browser does not display the records for the Planned Payments card, despite having payment records available.

    Dear Team,

    We have encountered an issue with the web browser version where the Planned Payments feature does not display any planned payments after adding them. However, it functions correctly on the mobile app, showing the expected planned payments. We kindly request your attention to investigate and address this issue.

    Thank you for your assistance in resolving this matter.

    1 vote
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  16. Wealthsimple Synch

    You should synch with WeathSimple accounts, it is a Canadian online investment management service used by many people in Canada.

    1 vote
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  17. Make sure that planned payments are not screwed up if you created them in Android and then open the app on iOS

    It seems the apps doesn't follow the same backend on some aspects of it. End date of planned payments in Android are not followed on iOS. Planned payments created on Android sometimes cannot be edited on iOS, etc.

    Not sure what's going on and why the apps behaves differently when this is mainly a backend thing and not a frontend feature.

    1 vote
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  18. Continually getting Bank integration fails for Navy Federal Credit Union

    Continually getting "Bank integration fails" for Navy Federal Credit Union.

    1 vote
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  19. Transaction dates are wrong with Belfius Bank.

    All my transaction appeared on the date the transactions were recorded by the bank "value date" rather than transaction date (when I actually made the expense).

    1 vote
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  20. While Cloning the Entry, Today's date shall be selected automatically

    Hi,

    When we clone the entry we do it for the today only.
    So it is better to have an improvement that
    when any entry is duplicated, date shall change to the today's date.

    I am using other Expense Record app and it has this feature,
    which is very useful.

    Hopefully you will improve in the next update!

    Thank you.

    2 votes
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