General

  1. 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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  2. Please provide a feature to export data into excel

    Please provide a feature that we can export all data to excel

    11 votes
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  3. 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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  4. Bank Sync for more Philippine Banks, Mobile Wallets, & Digital Banks

    Here's a complete list of the most used banks and wallets in the Philippines.

    Mobile Wallets:
    1. GCash
    2. PayMaya

    Banks:
    1. Security Bank
    2. Unionbank
    3. Metrobank

    Digital Banks:
    1. CIMB
    2. Tonik
    3. ING

    Others:
    1. GrabPay
    2. ShopeePay
    3. Lazada Wallet

    24 votes
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    3 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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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  6. Allow records to be deleted in the connected banks or give a category, choosing which that record will not be considered an expense or an in

    Allow records to be deleted in the connected banks or give a category, choosing which that record will not be considered an expense or an income

    4 votes
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    1 comment  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 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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  8. Add 2FA to the web app

    Please add two factor authentication to the web app. There is sensitive information in the application that deserves more protection. Signing in to the application should be notified via e-mail.

    10 votes
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    0 comments  ·  WEB  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Ability to receive notifications after each transaction to flag it

    I don’t know if this would be technically possible due to ratelimits, but receiving (daily) notifications like “You have 3 unmarked transactions from today”, imediately taking me to a page where I can add them would really help out.

    I often don’t have time to add transactions in the moment, but I’m also the kind of person who forgets after a day (which is why im starting to use this app to begin with)

    7 votes
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  10. 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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  11. Option to change base currency

    There's no option currently to change the base currency which is an essential feature for such an app.

    3 votes
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  12. import CSV/XLS to existing account

    You should be able to import older transfers into wallet with a CSV/XLS.

    3 votes
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  13. Ability to add Group of Expenses on planned payments (without categories)

    Some time I know that I will spend some money in the future with several transactions. For example, I plan a small trip for next month and I know that I will spend around 2000$. I would like to have the ability to add this on my planned payments and when the time comes to add transactions on this group. Finally, I should be able to "close" it.

    1 vote
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  14. Add reimbursement feature

    Add a reimbursement feature where it's possible to allocate an income (for e.g. from a devolution) to a previous expense. This would reflect in the expense dashboard as decreasing that expense category.

    [Portuguese app "DABOX" has that feature if you want to take a look]

    6 votes
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    1 comment  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Receipt input mode

    When I do shopping and purchase items from multiple categories (food, alcohol, cleaning supplies etc.) I manually go line by line of the recepit and sum up first food, then alcohol, then cleaning supplies etc. If I make a mistake I have no option to notice it (because I do not see recepit's total amount).
    It would be useful to have a receipt input mode where I could see recepits total amount and keep adding entries from different categories

    3 votes
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  16. Split feature and Beneficiaries of Transactions must be selected from a list

    1). When we split a transaction into other categories, (i.e. split the amount into other categories) can you make the transaction appear in the transaction log as a single transaction with the total amount before the split? And when we select the transaction, to show us from below in growth, the splitting of the trades we made.

    2). Beneficiaries of Transactions must be selected from a list. The beneficiary must have fields of registration such as: (Name - Business Name - Register Number - Address - Telephone fixed - Mobile). This information is available in the Proof given to us…

    1 vote
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  17. Post dated transactions

    Allowing to add a record that is post dated to future date. This gives good cashflow management especially the record is for future payment.

    1 vote
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  18. Support for 3 decimal places

    Thre are currencies with three decimal places, please add support for them.
    Currently, it seems to only support 2 decimal places, thanks!

    7 votes
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  19. Payoneer

    Please, add synchronization with Payoneer.

    6 votes
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  20. Customisable statistic default period

    It would be so useful for me to be able to set a custom starting period for my stats. For example: my salary comes the 27th of each month. I’d love my widgets to show all my statistics starting from that date, without having to tweak it every time.

    6 votes
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