General
65 results found
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Add Ukrainian bank "Monobank"
Missing my main bank. No incentive to go premium
148 votes -
Transfer or change record between a shared account and own account
I shared my one account with my parents. They need to change some records from their account to my shared account. But this is not possible,we need to create record manually in thr shared account.
And please improve the shared things. We just want to share specific account,not all.
SOLUTION: Just merge the shared account with all account. No need to sync separately. Both problem will be solved.12 votesI'm sorry to hear that you're experiencing issues with the app. While we can't make any changes to the way it was built, as it was designed this way by the developers, we can certainly explore other options that might help you achieve your goals.
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Mark Transactions as Done/Checked to save time.
Once I have checked a transaction and made sure it is categorised correctly it looks no different to any other transactions and so i find myself scanning through the same transactions over and over. If there was a way to mark them as done or checked this would save a huge amount of time.
46 votesHello all, this request has been resolved by the new feature that was released in Wallet. Thank you.
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Possibility to remove categories from statistics and reports
Hi, I make a lot of payments for work for which I am reimbursed. I also pay for common things (e.g. the shopping) and am reimbursed by my housemates. Unfortunately the money I didn't pay (net) shows up as an expense and skews my statistics, which prevents me from having full and accurate knowledge around forecasts etc. I created my own category 'ignore' and put those payments there but it's not a full fix. I'd really love to be able to exlude this custom category from stats or be able to log things as paid for by someone else or…
101 votesHello,
Thank you Kamil for sharing this detailed guide on how this is possible.
Please see below for the solution:
Scenario 1:
" I make a lot of payments for work for which I am reimbursed."
Solution:
- create somewhere sub-(sub)-category "to be reimbursed",
- create somewhere under category "Income" sub-(sub)-category "reimbursed",
- create a new filter with selected all categories, sub-categories and sub-sub-categories EXCEPT those two mentioned above,
- save this filter,
- on home page in app add new widget, select saved filter and save widget.Done. Now you can track all your expenses excluding reimbursements.
Scenario 2:
"I also pay for common things (e.g. the shopping) and am reimbursed by my housemates".
Solution:
- split your payment (for example, if you payed a bill in restaurant for you and your 3 colleagues, split entry in Wallet to 4 entries.
- create 3 debts in app (one for each… -
Select a beneficiary from a drop down list
Select a beneficiary from a drop down list built with archived data (like note/description behavior)
6 votesHello there,
Our developers are aware of this problem and continuously working on the fix as we speak.
Please continue to **update** the app to the newest version as a lot of these updates will have fixes and improvements.
Thank you for your patience and understanding.
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Ability to cancel out refunded expense
So there are things that we buy but later cancel that order, yet it appears in the shopping category. If we can somehow link an expense with a refunded amount, that'll remove it from the expense list, that'd be great
65 votesHello,
(Thank you Kamil)
Kamil has shared shared an idea on how to make this work, please see solution:
- create a sub-sub-category under category Other and call it "refunds". (you may create that category in different place)
- create a category ("refunds" somewhere under category "Incomes")
- When you will order something and then you will decided to send it back, change a category from expense to "Other: refunds".
- When you will get money back assign that transaction to category "refunds" under your category Incomes.
To exclude refunds (unnecessary expenses and incomes) from your stats create a filter, select all categories except those 2). Save a filter and you will be able to use it later (for example in widgets on your dashboard).
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Addition of Credit card account on Banco De Oro (Philippines)
Addition of support to track credit card transactions on Banco De Oro bank (Philippines).
1 vote -
Please provide an option to exclude the transaction from overall report
Please provide an option to exclude the transaction from overall report.
For some transaction we will receive the amount and it will be immediately transfer to another account. That kind of transaction i don't want to track as an expense. So please provide an option to exclude the transaction in the report. This feature is available in other wallet apps. So it is a must have feature3 votes -
Monthly budgets allow start date
I want to choose when I could start my monthly budget
1 vote -
3 votes
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Ability to change start date and end date of month
There should be an option to set start date and end date of month, so that between the start date when salary comes to last working day we could see the statistics and records
31 votesHi there,
You do have the ability to change the initial start of the month, but this is only available via the Android device at the moment: Setup initial day of the month
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Can you add a note section
I am using budget bakers for many months and its super application, sometime I need to make some notes for which I use mobile notes application but it would be good if this feature can be added into wallet app. sometime we need to make some notes regarding payment (Due, Pending etc)
3 votesHello,
Questions is already answered with useful tips by Kamil, see below:
1. There is already a field for notes.
2. To track guarantee period there is separate field.
3. We can track debts with debts functionality.
4. For due date we can use planned transactions.
5. For pending - I use field "Status" and saved filter, but alternatively lables can be used.
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export the data into Excel sheet
export the data into Excel sheet
1 voteHello,
See the comment of Kamil who has answered this questions:
"Records can be exported to Excel, CSV and PDF. Functionality available for premium users in Android ."
For IOS/Web it is not yet available.
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Investment should not be Under Expense, but have a separate view
Ideally Investment is different from expense, I should be able to see of what percent of money I have spent on total income for investment purpose.
So it should be : Income, Expense, Investment
3 votes -
Android: Add search bar for location
Adroid app: If I want to add location for some record, there is no search bar to search for location and to type location address.
1 vote -
Planned payment on the last day of the month.
Add the possibility of setting planned payments on "Last day of the month" (es. 28 feb, 31 mar, 30 apr etc.) in monthly repeated planning payments.
3 votes -
Allow seeing planned expenses in a calendar view
Allow seeing planned expenses in a calendar view calculating the what amount of money you will have in each day a planned expense is set to be payed.
3 votes -
Combining Accounts
It’s great that we have the option to open multiple accounts on walletapp but what if later on I want to combine 2 accounts then I’d lose all the records in one by archiving/deleting in but instead I want to have an option to select two or more accounts and just combine them (giving that they’re not linked to a bank so they’re all manual inputs). An example for this could be someone have separate accounts for savings and investments but now he want this to be one account for whatever reason
1 vote -
Support Qik bank sync (Dominican Republic)
add support to sync qik bank accounts
https://qik.com.do/3 votes -
We have Accounts,Category, but if can add one more heading like person like husband,wife daughter or son. SO that we can traack the expense
It is the main header similar to accounts and category. Person in the family whom we can track income or expenses accroding to them
1 vote
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