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  1. Todoo-list

    I have a wish/an idea for the app. I would love it if there was a fuction that lets you se all new transfers from the bank since last time I logged in. Then I wish for it to be possible to sort them/mark the transactions, and then they should disappear from my «to doo»-list. That way it would be easier to know which of the transactions I had sorted.

    3 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  2. Transfers ignored by instant filter by default

    When I need to filter the records I always forgot to select exclude from transfers, It's kind of annoying because I need to start the process again and actually it not make sense to include every transfer in the records I want to find. Please make exclude the default option.

    3 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  3. HELP!

    I'm using Android. Before I purchase (switching from Expense IQ):

    1. Can I default all records to "uncleared" when they are created?
    2. Can I have a Payee on the main screen when creating a record (not the gray side tab--annoying to have to do that each time)
    3. On Planned (repeating) records, can I see my balance INCLUDING upcoming ones for 30 days in the future? (so I know how much money I WILL have on that date, not allowing me to overspend?)

    1 vote
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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).

    15 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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.

    60 votes
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    10 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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.

    60 votes
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    5 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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!

    135 votes
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    11 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  11. "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 →
  12. 1 vote
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. shared accounts instead of shared wallet

    Can we have shared accounts instead of a shared wallet?

    For now, I have my personal number of accounts, and another user is sharing her wallet with me. Problem is that I have to constantly switch between my personal wallet with the wallet with the shared wallet, in order to access the shared accounts.

    This is a real hassle since every time I switch wallet, there needs to be a synchronization process and it takes some time. Secondly, it screws up the widget I have on my android phone since the widget points to my personal wallet, whenever I switch…

    16 votes
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    1 comment  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    185 votes
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    11 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  16. Bank account should show balance available instead of balance.

    My connect bank account shows the account balance as the total. I would rather have it show the available balance (including pending expenses). That would give me a better idea of how much I can really spend. This would make for a great option in the account setup.

    21 votes
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    1 comment  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  17. 4 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote
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    1 comment  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  19. Customizable Budget Period

    I want to be able to create a customized budget period, example Dec 1 2017 to Dec 1 2018

    7 votes
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    0 comments  ·  HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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