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  1. Planned payment in a specefic day of the month

    Hello is there a way to make a planned payment in a specefic day of each month, for instance: every 25 of each month.
    I think this is a very important functionality in a money management app.
    Thank you

    3 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  2. Choose our own categories for Must, Need and Want in the Nature of Spending

    The Nature of Spending widget is quite good but the guesses it has for what is Must, Need and Want spending is a bit off, we should be able to select these ourselves. Also, transfers should be excluded entirely by default as, for me at least, these aren't spending.
    The concept is good and should be able to be applied to other widgets too like the spending pie charts! I have filters set up to accomplish this already.

    4 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to edit uncleared records' category and tags of items imported from bank account

    After importing records from a bank I tend to adjust their (random) category and tags, but at the moment I have to wait until they get cleared and remember to get back to those records.

    55 votes
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    8 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  4. Better integration of Goals feature

    It would be nice to have my Goals working (connected) seamlessly with My Accounts...

    Such that if I add money to my Savings account, I can choose which Goal that money is designated to.

    Thanks.

    59 votes
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    5 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  5. Question

    How do I accurately track bank sync transactions if I am the guy who pays and then splits with my roommates.

    Ex: I pay 99$ for groceries. I split 33$ each with 2 roommates. So while the app thinks I spent 99$ on groceries, I really only spent 33$.

    How can I best track my finances with bank sync if this is my case for all essential expenses?

    Thanks!

    4 votes
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    1 comment  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  6. Option to stop foreign currencies converting to home currency

    Would be better if there was an option where foreign currencies aren't converted to my home currency and added to the total because it can cause confusion (so there would be two or more currencies - one total for each currency you have).

    9 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  7. Custom Dates for Budget (Eg. Begin Week on Fridays)

    If I get paid on Fridays (or every other Friday), it makes no sense for my weekly budget to restart on Mondays, nor every 1st of the month. It would be nice to set a custom begin/end date for my weekly budgets. Thank you!

    132 votes
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    11 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  8. "positive expense" resting total expense and debts

    In general, when I get a refund for some 80€ clothes I return, I don't want it to be shown as I spent 80€ and then I got an income of 80€ in the category "clothing". What I want is a net expense of 0€.

    Same goes for shared payments with friends. I pay 80€ for 4 people in a restaurant, then they pay me 20€ each. Net expense from my side is 20€, not an expense of 80€ and a 60€ income in the category "debts". This makes the related stats and graphs not showing reality.

    At the moment,…

    3 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  10. Planned Payments Web Widget

    The Planned Payments Web Widget has a strange way of showing information. For example, it does not show anything for the current month I am in. Should it show the remaining planned payments for the current timeframe?

    1 vote
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  11. Enable "closing" an account, rather than deleting it, so that the transactions for that account are retained.

    When I delete an account, all transactions I made from the account are deleted as well. However, I want to retain those transactions for my record. This feature would be useful if, for example, I close a bank account after using it for some time.

    184 votes
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    11 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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    1 comment  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  13. Create basic tutorial with case of use of accounting management, with examples depending on the user profile. Housewife, businessman, etc...

    There are accounting terms that I don't understand and I would like to see with examples how another person using this app handles his personal accounting. Thanks. I like this app.

    3 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  14. Bank Balance Update

    First of all, you've got a great app here. Even the posting ideas part is ideal to me. Great job! Now, moving on to my suggestion.

    Recently I connected my personal Bank to your app. It did great on balance detection. However, it does not let me out a description for the balance update.

    For example, I withdrawn money from the Bank account into my Cash account in reality. Meanwhile in the app, the Bank account updates the balance, but not my Cash account. If I did a manual update, it will decrease further the amount in the Bank account.

    4 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  15. Auto categorization

    Is there anything like auto categorization based on transaction data (account number, notes, ...)

    For example: I know that exact source account number is connected with my employer (salary)

    31 votes
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    5 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  16. Savings budget

    This is a general question.
    Lets say I have budgets
    100 for food
    100 for gym
    100 for beers

    and I spend 80 for each category

    I saved 60,
    How would it be best to know/note/etc that I saved 60?
    After a year I would like to know that i saved X amount of money from those categories

    81 votes
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    1 comment  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  17. Forgotten pin

    Hello, I forgot my pin on wallet. I'm using a Google account and. I used your app half year ago and then I quit. But now I want to use it again, but I don't remember my pin and I cannot login to app. I try to reinstall the app, delete the data but nothing helps. Is there any way to fix it?

    14 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  18. Funcionamiento de deudas

    Sugiero permitan que al cargar una deuda vieja permita que está no necesariamente tenga que afectar una cuenta bancaria o de efectivo, o sino como puedo traer mis cuentas de pasivos y por cobrar a este sistema

    1 vote
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  19. Account Balance for month

    When I view the account balance for a month it would be good if it could show the opening balance.
    Currently if I select say October under Analytics the first entry for the month is the balance at the end of the 1st.
    However if it showed the opening balance you would get a graph showing the entire month of cash movement in the account.
    In order to do this now I have to manually select a customised date range from the 30th September to the 31st October which althopugh easy is a little cumbersome
    The first attachment shows 30/9…

    1 vote
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  20. Answer your customer's help request!!!!

    Many attempts to seek customer support help regarding failed bank connection go unanswered. If you can't deliver a reliable product you shouldn't be selling one.

    7 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
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