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  1. Statistics wich planned payment

    It would be very useful to be able to see statistics and projections on planned payments. Currently I can only see metrics on payments already made. It is also necessary to name the payments that are recorded.

    3 votes
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  2. Options on Credit Card

    I would like you to add several options to improve the tracking of transactions made with credit cards. The first option I want to suggest is that, apart from the card payment date, there was also the cut-off date. And that the user can also configure to receive a notification based on each of the two dates. Secondly, I would like there to be a card payment option in the options, including the types of payment: partial payment, payment of the balance at cut-off and payment of the current balance.

    3 votes
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  3. Revolut add synchronization of children's accounts (junior <18 years) on the Revolut account (parent account).

    The accounts of the minor child/children established under the parent's Revolut account are not synchronized. Please add this functionality to supervise and manage the child's account under the Revolut parent account.

    3 votes
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  4. Add support for Serbia 🇷🇸

    I can not connect my back to the app since I am from Serbia, and that is the most important feature of this app

    4 votes
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  5. Several categories to describes an operation

    Hi,

    It could be great if one could add several categories to an expense. Some times one expense may have several categories. For instance, at the market i can buy product for food but also for entertainment

    King regards,

    3 votes
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  6. Income analysis chart

    Just like there are expenses structure pie charts, I think it would be great to add income charts as well. I think this is the most missed feature.

    4 votes
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  7. Add Belgian bank: Keytrade

    This is my main bank, as a premium user I don't get the opportunity to turn auto-sync on, they have support for PSD2, so it should be possible.

    Thanks!

    6 votes
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  8. 4 votes
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  9. Possibility to mark an account as closed without deleting it and closing records

    It would be nice to mark an account as closed, for example when I change bank. I don't want to delete it and lose all the records.

    In my mind the feature would allow to:
    1. mark the account as closed/inactive
    2. block any transaction after the closing date on that account, or any new transaction at all
    3. hide the account from the dashboard, having an hidden section for inactive/closed accounts right under the list of active accounts

    7 votes
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  10. Dynamic Budget

    This is the option of only a fixed budget for which we have to decide the amount. But what if there is an option to determine the amount automatically? For this there are 2 ideas:
    1) Average amount instead of fixed: Instead of manual input of amount in the budget we can use options like last month's spend, 3 month's average, and 12 month's average (of selected categories only). For example, a monthly budget can be the last 3 months' average spend.

    2) Carry Over Balance: Carry over the balance of last month's budget to the next month's budget. e.g.…

    57 votes
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  11. Wallet app forecast

    I currently use board to manage my personal finance just because it has the forecast option. Wallet is intended to be used for personal finance but it miss the forecast option. Hope to see in the future upgrade, I will purchase a full license

    6 votes
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  12. Monthly report between two months

    Can you please add this type of report for all currently reports. A user can select start and end months then a report will be generated to group the result in month basis between start and end months. I.e. in Incomes & Expenses report, it will look like this:
    Month Incomes. Expenses Balance
    2023-11 10,000 5,000 5,000
    2023-12 10,000 7,000 3,000

    3 votes
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  13. Multiple currencies per account

    It is very natural to allow a single account to hold multiple currencies. Consider a wallet, for example. I regularly store banknotes of different currencies in it. However, currently, it is impossible to reflect this state in the app. Same for bank accounts. I understand, that each currency is stored on a de-facto separate account in a bank. However, as a user, I see that I have multiple currencies in a single bank. And I want to be able to see this in the app.

    21 votes
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  14. Add notes to uncleared transactions

    As title describes.

    It takes my bank several days before transactions are cleared, even more so for foreign transactions (online purchases/refunds). By the time that they're cleared, I would have forgotten what the heck the transaction was. So it would be nice to just add a small note to those, too.

    9 votes
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  15. manage budgets in the Web based version

    Great product but I would like to be able to see / manage budgets in the Web based version too

    3 votes
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  16. DEFERRED PURCHASES

    New section to control our deferred payments to months. In this way you will know the total value, the number of installments, the amount paid monthly and the balance pending to be settled.

    3 votes
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  17. coingecko like manual crypto portfolio input

    manage cryptos like an account, just literally duplicate what coingecko does for its portfolio section.

    it doesnt need to interact with the blockchain, let us manually input the values or transactions.

    the only thing would need you to track is the volatile(hahahaha) fiat conversion if possible. thanks.

    1 vote
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  18. Category & Sub-Category creation and Seperating Income and Expense

    There is option for editing categories and sub-categories but no option to create new categories or sub-categories. There is option for creating sub-categories only under another sub-category. Please provide the option to create unlimited category and sub-category creation. Also income comes under expense category. Make seperate category for income.

    3 votes
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  19. More functionality in shopping list

    It would be nice to be able to make the shopping list more useful, add quantities to each product, show the subtotals for each product (multiply the unit price by the quantity) and be able to duplicate already created lists to keep historical records.

    13 votes
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    under review  ·  1 comment  ·  NEW FEATURE  ·  Admin →
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  20. "Transfer" should have category

    Similar to "Expense" and "Income," I believe that "Transfer" should also include category selection. In my case, it is crucial to have a clear understanding of the reason behind each transfer. While notes and labels can be added, I strongly desire the ability to filter and view transfer transactions based on categories.

    7 votes
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