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  1. Support transaction fees on investment accounts

    First, thanks for putting such amazing efforts into ramping up the "Investment" accounts, it is a great feature that makes tracking my stock investments better but would be great if you support transaction fees.

    I think everyone will agree with me that brokers charge fees for any buy and sell transaction which is crucial information to put in each record.

    Best regards, Felipe.

    9 votes
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    1 comment  ·  IMPROVEMENT  ·  Admin →
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  2. Caixa Geral de Depositos

    I purchased Wallet recently and I was satisfied and pleased with the app, it had helped me define a budget and get an overview of my expenses but one day, my bank, named in the title stopped syncing and updating data.

    The mobile app had no information as to why this was the case, I tried day after day to no avail. It was only when I checked the web version that I discovered that my bank would be unavailable for syncing until the 26th of November, today.

    Today I opened the app tried to sync, same mistake. I check…

    16 votes
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    3 comments  ·  IMPROVEMENT  ·  Admin →
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  3. 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!

    97 votes
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    9 comments  ·  IMPROVEMENT  ·  Admin →
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    We encourage more users to come forward and express their interest in this feature. Once it gains more traction and we see a higher demand for it, we can pass it over to the developers for their consideration.

  4. Lack of stock market features

    Hello, you have added the stock market feature I was looking for in 2020. Thank you, but it seems that coins such as BTC and XRP are not on the exchange. It might make more sense if you add the coins to Tradingview

    6 votes
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  5. In Template feature, add "Transfer" type

    When setting up a template there's only "Income" and "Expenses" I would like to suggest to add an option "Transfer". Additionally, also add "Transfer" option in type under Automatic Rules feature

    36 votes
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  6. Your supportbot is maddening

    I just spent a rather frustrating time with your popup support bot on the web app. No matter what I said it would merely repeat "Here are some articles that might help". It felt like talking to an obstreperous four year old. Given the ubiquity of LLMs that you can actually have some sort of conversation with these days, it feels like this is worth upgrading - its not a great UX to say the least.

    18 votes
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  7. Rollover option on a budget plan

    You should add rollover option on a budget plan of each category . If I spend less or more in a month or year then the profit or the dept of the budget should pass to the next months or year budget.

    474 votes
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  8. Allow to close both lent and borrowed debts

    Right now only Borrowed debts allow to 'Close debt'. Lent debts only allow to 'Forgive'. I'd like to move a Borrowed debt to Closed without marking it as Forgiven.

    7 votes
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  9. 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
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  10. Idea is regarding the auto update of transactions

    There are problems while auto updating of transaction details when the account is connected with the bank.

    1. The bank account need to re sign in several times which is one of the major issue and irritating.

    2. The transaction capture from the bank account is very slow it takes lot of time to capture the transaction data from the bank account to app.

    3 votes
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  11. I cannot update my accounts since 09/15/2023 my bank is CGD of Portugal. what happened ?

    I cannot update my accounts since 09/15/2023 my bank is CGD of Portugal. what happened ?

    17 votes
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  12. Suggestion for Implementing Predictive Analytics

    Dear Team

    I hope this message finds you well. Firstly, I'd like to express my gratitude for creating such a fantastic application. WalletApp has been immensely beneficial in managing both my personal and business financial matters.

    Over the course of using Walletapp I've had an idea that might further enhance its utility for users like myself. Have you considered integrating predictive analytics for incomes and expenses into the app? Predictive analytics could offer several advantages:

    Forecasting: With predictive analytics, users could get an estimate of their expected income and expenses for the upcoming months based on historical data. This would…

    18 votes
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    1 comment  ·  NEW FEATURE  ·  Admin →
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  13. Contact me on my phone.

    Please contact me on my phone (+32455140633) for request and financial investment.

    1 vote
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  14. Zero-based budgeting badly needed

    I am coming over from EveryDollar, and one thing that I sorely miss in Wallet is the zero-based budgeting feature. That's when my income (minus) my planned expenses (equals) ZERO. That way I know that every dollar I make has been given a job to do, whether that is expenses, savings, investing, etc.

    The way Wallet works today, I can just assign any arbitrary number to any budget category, and it will not compare the total budget to my budgeted income... so I have no way of knowing if I am over- or under-budgeted.

    And from what I can see,…

    4 votes
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  15. 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
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    under review  ·  4 comments  ·  IMPROVEMENT  ·  Admin →
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  16. How to manage lend/borrow?

    I'm not sure how can I effectively manage lend/borrow amount in this application. I've read that the Andriod app offers debt section but it isn't available in iOS.
    For example, if I'm lending 100 USD to someone, in which category should it be added, and once this amount is given back to me, how can I reflect it inside the application?
    Thank you.

    6 votes
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  17. Supermarket bill/ composite bills

    Hello, I am using the Wallet app to track my day-to-day expenses. I find your wallet app very useful. The best one I have ever tried. Although I particularly miss a feature. I want to add details of a supermarket bill.

    Usually, the contents of a supermarket bill will be part of different categories like Food, cosmetics, groceries, household items, electronics etc.

    It would be great if there was a feature to enter the contents split of a supermarket bill or any composite bill such that it creates only one record in the Credit card account and at the same…

    6 votes
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  18. Custom icons for accounts

    I have a lot of accounts spanning multiple banks, brokers, and crypto exchanges. It would help greatly to set corresponding icons for each of them. After all, they all have dedicated icons. And the set of built-in icons won't ever be enough, since new banks, brokers, exchanges, fin-tech, and defi start-ups appear monthly.

    Please add the ability to upload custom icons. Look how beautiful it is in another tracking app that I use currently.

    38 votes
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    under review  ·  0 comments  ·  DESIGN  ·  Admin →
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  19. Change header color.

    Simply being able to change the header color to any other color that's not the green we have now. Since the dashboard is a page we keep seeing I d love to be able to customize the look of it with a different color.

    3 votes
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  20. Perfect alignment between Android, iOS but Web app too!

    It would be marvellous if iOS, Android but also Web version would be aligned. For example on the Web is not possible insert transitions in the future, neither looking for them :-(

    4 votes
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