General

  1. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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

    21 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  3. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Payday

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

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  2 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Manage Payee

    It would be easier if we manage Payee. Like how we manage label’s and categories.

    Budget Bakers - Board, has the feature of managing a contact, that should be brought to wallet as well.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Add sub-accounts to existing ones

    I have the case that I have a synced bank-account. For those my bank provides a VISA Credit-card. Unfortunately it is currently not possible to add a credit-card to an already existing bank-account.

    So could you please consider to implement the possibility to do so, for example by using the different IBAN?
    Would be very nice.

    Thank you
    David

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Push Notifications for Planned Payments

    Push notifications would be a great reminder for what payments are coming up or happening on a specific day. Currently the widget is handy for ‘at-a-glance’ but more is needed.

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    need more info  ·  2 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Balance trend calculated based on planned payments

    When entering the balance and planned payments (income and expenses), the “Balance Trend” value should show different values ​​based on subtracting the planned expense amounts.

    At this point it only shows the addition of the balance and not the subtraction.

    Thus, when we select a time frame of 1 year, the balance trend completely ignores planned payments and deceives us into thinking that we are going to have a lot of money, when in fact, it is “biased” and incomplete data.

    19 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Add a dark mode for the web app.

    As a user who's bought a perpetual license, it would make my life a lot easier if the web app had a dark mode like the mobile apps.

    Please consider adding it.

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  WEB  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Export to XLS or PDF in WebApp & iOS

    It's strange that for months together the Export feature is available only on Android but not on the WebApp or iOS! So does this mean that we have to buy an Android device to use this feature!? I love your App otherwise...but not having this Export option is downright frustrating and disappointing!

    15 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Splitting payments to people and creating debts or transfers through them.

    A major use case for this is to split payments with friends, roommates or subscription sharers. Let us take a specific use case where I pay for Netflix for 4 people say 1000 bucks and I make a debt in their name for 250 bucks each and collect in once or twice a year.

    Currently I have to make 4 records

    1 of the total 1000 payment
    3 of 250 each for the 3 people and have to also link them to debts

    Instead we can have something like share or split with people. I have 2 ideas for executing…

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base