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  1. NET WORTH MONITORING

    The app is great but it could be more beneficial if it has a net worth monitoring - meaning other assets aside from cash as well as liabilities can be inputed and monitored using this app. So that as user, I can track the overall movement of my investments, properties, liabilities to other parties and of course, net worth.

    If this can be done, please consider displaying this in a financial statement format so we can have a better analysis of what we have.

    128 votes
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    6 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  2. Exclude labels from budget, records etc.

    In the budget creating options (but also could probably used in records section and so on), add the possibility to exclude a certain label.

    Right now you can choose which labels to show, and it will show only records with that label. But it would be great to have the option to show all records EXCEPT the ones with a label (or more of them) that we choose to leave out.

    Thank you, you are doing a great job.

    30 votes
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    1 comment  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  3. Make budgets rollover

    Hi, I'm looking for an app that allows monthly budgets to rollover. Is this something that can be added in?

    I notice it was commented on 2 years ago but nothing was done about it.

    Thanks

    24 votes
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    2 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  4. 410 votes
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    20 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  5. Transfer money to Goals

    You have a goal, and the money you have in an account you usually want to separate or save something to allocate to the goal, money does not appear as magic to not know where it comes from.

    An urgent and necessary characteristic for the goals, is to be able to make deposits or transfers of the main account, since at the moment in my opinion it is to deposit money without any origin as if it sends you from the sky.

    Until when they put this useful function?

    285 votes
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    15 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  6. Groups for accounts

    Can you please consider to introduce group /folder in account section as present in Moneywiz like app?
    Because I have so many credit and saving accounts, instead of viewing 15 accounts in a list, it would better to view accounts in a group/folder way.

    44 votes
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    1 comment  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  7. FIRE target number

    Financial Independence Retire Early (FIRE) target number is the year (or how many years) I reach financial independence and there is no need to work anymore. Normally is the year when my total balance reaches 25 times my yearly spending.

    It would be nice to be able to see how my spending would impact this number. There are many Monte Carlo simulations on internet to calculate the FIRE number, based on current spending (non-work spending). It can even be used as part of gamification to help user to spend less and invest more.

    It would really help us, user to…

    9 votes
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    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  8. Tips and Tricks to reduce spending

    There is a nice community here using this app. Maybe we can use our collective know-how to be able to support each other in reducing our spending (or investing as well).

    For example, I have some tips to reduce a lot in my country fees on banks and financial institutions. I do not know much about babies costs and someone else could post some tips about this. And each tip can be voted by others, so community would filter the good and bad tips. We can see the tips from others filtered by our personal information, like location, interests, spending…

    9 votes
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    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  9. Custom date range for budget

    The budget feature is great, however, I have a problem with it. The problem is that it does not have a custom date range. My choices for the range are only month, week, year, etc. What I want to do is that to choose a budget for the range of for example 12/28/2018 to 1/16/2019 which is currently not possible.

    26 votes
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    1 comment  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  10. ability to choose the source of currency rate.

    dear developers, please add the ability to choose the source of loading exchange rates. Especially residents of Russia are interested in courses of the Central Bank of Russia.

    10 votes
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    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  11. planned payment for debt

    When I have created a Debt. Then I payback a partial, i must to input normally. it's great if a planned payment will apply to debt.

    22 votes
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    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  12. Split transactions but keep a single record

    When I go shopping and buy groceries, cleaning supplies, toiletries, etc it would be nice to keep multiple categories under one record. That way I can reconcile my bank account and track where money is spent as well. The current split feature doesn't work for me since I like to match my spending in Wallet to my checking account transactions.

    25 votes
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    2 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  13. Connect with brokerage accounts

    It would be very interesting to connect with investment brokers, and update the balance daily or monthly.
    I currently have account at 2 investment brokers XP Investimentos and Rico.

    3 votes
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    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  14. Account as record in other Account

    Having a record that is updated automatically in one account that it is the sum of a different account.
    for example i have an account that i manage the bottom line in it.
    i want to see the actual balance of that getting changed , but due to other account - that might also have their own planned payment.

    1 vote
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    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  15. bank sync button

    my bank balance is not updated/sync and I can't do anything about it

    108 votes
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    6 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  16. Transferring money through Accounts

    It's annoying when you check your expenses, only to be met by a quite of a number but then realising you're just transferring money from account to account e.g cash to savings account.

    I'd like to propose for a 'dedicated' category for transferring money to other accounts and not have it in the expenses. This would help greatly.

    3 votes
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    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  17. independent currency and full category editing

    add the ability to work with different currencies that are not tied to the main one, for example, it is shown in different currencies. and full category editing, with the ability to completely delete and edit

    3 votes
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    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to start a new budget weekly/monthly/yearly with a special costumizable tab

    There should exist an option to start a new budget or have a fresh start every month/year/week with a simple click. Then, you should also be able to see your montly/weekly/yearly budgeting stats with a simple click. That way, instead of having all your income and expense in one SINGLE tab, you can atleast know what your expense or income was SPECIFIC to that period by opening a single budget spreadsheet so to speak for that purpose.

    1 vote
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    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  19. Direct Debits Payment Type

    There needs to be a Payment Type to cater for Direct Debits. There is bank transfer, but that is not correct or sufficient.

    3 votes
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    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  20. Planned Transfers and Net Category Expense Charts

    We can add planned income/expenses, but adding planned transfers is an equally important feature! Many people routinely transfer money from one account to another, so it would be really helpful!

    Also the category expense charts only show the expenses without considering if there are any positive transactions. These should show the net values (just look for records that have that category and sum the values regardless of expense/income). I feel like almost everyone splits bills these days. I record this as one expense and then separate "income" records when my friends pay me back their portions of the bill in…

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