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  1. Monthly Budget may differ

    Well from my perspective categorized monthly budget amount may differ (marginally) every month. What I meant is when i changed the budget amount for existing month it was observed that the last month budget too got updated, which seems to be a design issue.

    152 votes
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    3 comments  ·  DESIGN  ·  Flag idea as inappropriate…  ·  Admin →
  2. Icon indicating presence of scanned receipt in records list

    Add a small icon next to the title in the records list indicating whether a reciept has been attached.

    2 votes
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  3. Display all accounts on one (home) screen

    When I first input my accounts into IOS it showed all my accounts listed vertically on one screen - very useful. But once I added transactions it shows one account at a time so you have to swipe left to get each one. So both would be nice - all accounts vertical on the home screen.

    3 votes
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    0 comments  ·  DESIGN  ·  Flag idea as inappropriate…  ·  Admin →
  4. Compact display density

    DIsplay density, it would be nice to have:
    - a compact/condensed display option or
    - full customizable one where you can choose what / where / how do you want to display
    what -> payee, account, month, week, day, note
    where -> data field positioning in the transaction boxe : upper left, bottom center, etc
    how -> font, size, bold, etc

    3 votes
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    0 comments  ·  DESIGN  ·  Flag idea as inappropriate…  ·  Admin →
  5. add photo or new icon to categories and items

    to make the Wallet more customized, I'd like to add new non-Wallet icons and/or photos to categories and items

    1 vote
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  6. Highlight newly imported transactions

    I would love to have the transactions newly imported from bank sync to be visually highlighted (etc. bold font), so that I know I need to review if the autocategorization was correct. Because right now I need to go through the record history and review a lot of transaction again and again because it's not readily apparent which of the transactions have been newly imported on the background.

    26 votes
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    0 comments  ·  DESIGN  ·  Flag idea as inappropriate…  ·  Admin →
  7. Note field on quick capture of each transaction

    When we enter a new transaction, e.g. income or expense, it is easy do it, just click and capture amount, which account money was used and category, but sometimes is needed to add a note in order to have a better control. Is it possible to add "notes" field for quickly capture?

    3 votes
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  8. Medical fees shouldn't be in "spare time" 's folder

    Medical fees shouldn't be in "spare time" 's folder

    1 vote
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  9. 1 vote
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  10. A black or dark theme would be nice :)

    I like the design as it is right know, although i recognize a black/dark theme does not add any functionality other than aesthetics, whenever an app has the option for a black or dark theme is always preciated.

    721 votes
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    30 comments  ·  DESIGN  ·  Flag idea as inappropriate…  ·  Admin →
  11. can i trust your app, security and team?

    Why should I trust an finance app that doesn't list any finance or accounting people on its team? Seems strange to me but I'm an accountant.

    1 vote
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  12. NEW DESIGN: List of accounts display

    A new better way of displaying all accounts:
    (using example accounts)

    See attachment...

    This gives us all a better view of our accounts and net worth.

    Obviously not as long, but a general idea of how it could be implemented.

    1 vote
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  13. Labels New Design to be reverted back or improved

    The old design for labels is better than the new one just released
    Mainly the old one it was easy to see all the lables and choose without scrolling
    The new one i have to scroll to see see the label i want and select it

    1 vote
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  14. Entering Stores When Putting in Transactions All on the same page.

    Hello, I am a lifetime plan holder for the wallet app and had a suggestion. I was wondering if it was possible to make it where when I am putting in a purchase in the app from the phone that I can write the store name under the notes section without having to complete the transaction and then reopen where notes pops up to type the name in? It would be nice not having to do that extra step and just have it appear on the initial page when entering the purchase.

    1 vote
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  15. web app records tab less white space

    web app - records section

    This screen is showing too much white space. There is completely empty date row, and top and bottom of each record again have big extra white space. Please enable some more compact display mode.

    1 vote
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  16. Accounts categories

    If moe accounts is used (e.g. cash for more family members etc.) than it is very user-unfriendly. There are no sums per categories etc. No way how to collaps and expand the list of accounts etc.

    4 votes
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  17. pie chart

    The pie chart is so useless. It must be like that of "Spendee", clear and interactive.

    6 votes
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  18. 3 votes
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  19. When I select Transfer, why is my only option "Outside Wallet"

    These transfers came from accounts within my wallet. Why can't I select them? My credit card payments/balance transfers never equal out because of the timing difference across different accounts. ex: paying my Discover credit card balance with my WF savings account. Even though it is a transfer, I can only select "outside wallet" I want to select From WF Savings To Discover Credit Card Balance

    5 votes
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  20. 3 votes
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