General

  1. Report for average income/expenses

    Possibility to display a report with average income/expenses for the last 2-X months.

    20 votes
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  2. 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
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  3. 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
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    2 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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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  5. 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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  6. 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.

    15 votes
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  7. 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
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  8. Make widget actually useful

    Make a widget that when tapped, pops like a flower/sun and you can directly chose the category of expense.

    13 votes
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  9. 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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    2 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 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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  11. 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
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  12. Users add more currencies

    I’ve tried several other apps and I can tell that this is the best. Easy and good-looking ui, detailed accounts, and budget section etc. I can manage every account of mine from this app.

    However, currency section can be a bit more customizable. Adding new currencies should be an option. I would like to add new valuables (starting with gold-xau) to my accounts.

    12 votes
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  13. 12 votes
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    2 comments  ·  iOS  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Income Chart and Assets/Liabilities

    1) It would be awesome if you can add a widget for an income breakdown to the dashboard, just like an expense breakdown.

    2) Another great feature would be to manage assets and liabilities within the app.

    3) Do you have training videos on how to make the best use of the app.

    Great app by the way!

    11 votes
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  15. 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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  16. 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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  17. Transfer Fee option when transferring from one account to another account.

    A lot of time we need to transfer balance from one account to another and sometimes a transfer fee is applicable. So if your team add a option to include a transfer fee both fixed amount and pecentage based fee, that would be so nice. Also withdrawing cash from different ATM has a withdrawal fee. That means there is transfer fee from bank account to cash account. This opens very often. So it will be so convenient to keep a option to add a fee when transfering, thus we don't have to add the fee manually which is a hassle…

    10 votes
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  18. Backup bank records older than 90days

    As it is, certian bank accounts (Revolut from the ones I know) can only automatically sync for 90days. After 90days, the app just fails to pull any records so you need to MANUALLY re-establish the connection, loosing all entries that are 90days+ in the process (b/c wallet can only get 'the last 90days of Revolut's transactions).

    This caused me (and probably others) to loose over 2years worth of transactions, basically rendering Wallet completely useless for anything but short-term views. To avoid this happening, please consider a backup process, perhaps of ALL transactions, before removing a bank's connection - upon reconnect,…

    10 votes
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  19. Add expenses, trasnfer, incomes based on sms or bank notifications

    Since you'll never have all banks with the sync option why not add a feature that will work with every bank out there

    10 votes
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  20. Cashflow doesn’t consider planned payments

    The Cashflow only shows in & outflow of actual transactions. But it does not consider planned incomes and expenses when I filter across a certain time period.

    In my case all my monthly expenses are getting payed during the month but my loan arrives at the end of the month first which lead to the result the I even face a negative Cashflow even if the planned income within the selected time period exist.

    Thank you and best regards

    M. - Lifetime License owner

    10 votes
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