General

  1. 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.

    76 votes
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    5 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 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.

    38 votes
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  3. 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

    26 votes
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    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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    Thank 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.

  4. Add SELLS category to budget

    I’ve noticed a problem in the budget section. Sometimes I have to add to a budget also things that I sell. For example if I have a 300€ budget for games and apps and I sell a ps4 game for 20€, the budget should be automatically update. But in the categories in the budget section, there is not the SELLS category. Is it possible to add the possibility to add that one?

    7 votes
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  5. Ability to select multiple accounts in Dashboard View

    Currently we are only able to select 1 account or all accounts in dashboard view. Hoping an improvement can be made whereby we can select multiple accounts in Dashboard view to see all the balances / trend for a particular set of accounts.

    For example, in Malaysia there are many e-Wallets (TouchNGo, Grab, ShopeePay, LazadaPay, SarawakPay, etc) that we use daily, therefore sometimes I would like to track how much balance I have across all e-Wallets only, but have to do the calculation manually. Having used Power BI, I believe this function should be rather simple and easy to have.

    13 votes
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  6. Planned balance after each planned payments

    Into existing planned payments widget or screen, please add planned balance after each planned payments. We will see which day will show a negative balance !

    9 votes
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  7. Add Charles Schwab Bank.

    Charles Schwab is a large, national US bank. I'm honestly surprised Wallet (and consequently SaltEdge) doesn't support it already!

    7 votes
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  8. Payday

    set the start day of the month also on IO's

    15 votes
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    under review  ·  2 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 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.

    9 votes
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  10. Add deducted or added amount in debts

    After each transaction of debts, just show in corner of transaction after balance.
    Like paid debts transaction shows current amount of debt in line.

    11 votes
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    need more info  ·  2 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Visualization of the budgets on the diagrams

    We have budgets (lets say for a month we have 4 budgets equal to 500).
    This information can be visualized on some of the graphics (for example cashflow or ballance trens) so the user can see how close they are to step over their Total budget for the period.
    Since there are multiple budget cases, this is a way to review your overall total budget.

    This option can be made with a chose to visualize/not visualize depending on the users preferences

    8 votes
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  12. Categories for tranfers from one account to another

    Most of my transactions are transfers from one account to another but there is no Category option for transfers they are only available for income and expense. It will be really helpful if you could add category options for transfers in the next update. At most transfers are shown as unknown with a question mark icon right now, picture attached for reference 

    6 votes
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  13. 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

    8 votes
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  14. Multiple currencies when creating a goal

    The "Goals" section is already there, so I'd say this is a improvement only. When creating a new goal, it automatically set the app default currency as the one for the goal. It would be nice having multiple currencies when creating a goal, because sometimes we have goals in different countries, so if I'm saving money in Portugal, I'd like to see € as the currency for this goal, not £. Thanks! And sorry for my english.

    13 votes
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  15. Possibility to find records by known price

    Have you ever tried to find a record of expense and you could not remind where and when shopping was done, but you remember how much (more or less) you paid?

    For example - few days ago my colleage aked me where I bought a rear bike light. I remembered that I paid for that between 80 and 100 pln, but I could not remind where. I wanted to check it in Wallet searching by price and then I noticed it is not possible.

    So the improvement idea is:
    Please add seach filters to search records with price from X…

    24 votes
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  16. Faster Flow for "Add Record from Templates"

    In order to add record from templates, I currently need:
    - 4 clicks on the Web app
    - 5 taps and 1 swipe back on the iOS app (including one to hide the auto-shown keypad)

    The flows would be faster if:
    - iOS: keypad is not auto-shown, or there is an option for that
    - Web/iOS: there are dedicated buttons/widgets for "Add Record from Templates" which leads directly to the Templates screen

    Thanks!

    15 votes
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    under review  ·  1 comment  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Budget - adding a "quarterly" budget

    any chance of adding a "quarterly" budget? thanks!

    6 votes
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  18. All account types should let imports

    Right now just General Accounts let import and automatic import. Since not all accounts are connected to a bank but a csv filemay be uploaded, all account type like Credit Cards should let transactions import.

    8 votes
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  19. 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 it

    9 votes
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    need more info  ·  2 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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  20. change of major currencies

    1. Everyone (including me) really needs to change the main currency, but, unfortunately, there is no such possibility in the application. Please add!

    2. 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

    21 votes
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    3 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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