General
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Bugs with imports
After exporting my data from the Android app I found two bugs during importing which prevent me from importing my data :(
- All categories are converted to "Holiday, trips, hotels"
- Incomes are converted to expensesI hope this will be fixed soon because I can't import my data.
3 votes -
Pir chart for accounts and portfolio allocation
Just like in the web app, in the mobile app the user should be able to see the distribution of their accounts to get a portfolio allocation view, with amounts and percentages
3 votes -
Credit cards transactions in Argentina
Hi guys, i have been using wallet for a while, and i notice you platform it's not prepare to the way of the credit cards work in Argentina. I know is a strange way of working, but here we have a limit for example 1000$, when you are going to buy something the seller ask you how do you want to pay your product for example this costs 500$ and you have to choose in the moment if you want 3, 6,9, 12, 18 fixed payments (A difference to a normal credit card in the world where you buy, and…
1 vote -
divide ordinary/ extraordinary expenses
Please add in "categories" a new item to be flagged like this: "extraordinary expense", so as to keep separate the ordinary management from the extraordinary one (example: extraordinary maintenance).
It would be very useful to check the budget at the end of the month / year.
Best regards,
Davide1 vote -
Add Wallet Groups
I would like to see wallet groups being implemented. Basically I would like to have the ability to attribute a group to each wallet and then filter by group.
I think this would be handy everywhere (dashboard, register and analysis views).
A possible use case for this: I would like to categorise my wallets and distinguish money that is on deposits and money that is at risk (investments). By having groups it would be an easy way to achieve this and I would be able to quickly check dashboards and statistics for those separately.
I'm sure much more use cases…
1 vote -
Web - Allow to select several wallets
In the web interface dashboard we are currently able to select either one specific wallet or all of them. This operation affects what shows on the dashboard cards below.
Please allow to also select any combination of wallets (not just one or all). This behaviour is already possible in the android app, for instance, and is very handy.
Thank you
1 vote -
1 vote
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1 vote
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Multiple widgets
I want to have multiple balance widgets so I can connect one to all my cash accounts, one to all my investments and one to all my assets and see how they change overtime.
1 vote -
payment methods - There is no DEBIT IN CURRENT ACCOUNT
There is no CURRENT ACCOUNT CHARGE on Payment Methods and it is not possible to ADD IT. It also impossibile to change payment methods or add other
3 votes -
Filter spending reports with payee
There should be a feature to filter out the spending report with payees which will give us an idea on how much we spent on particular payee.
3 votes -
3 votes
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Option to modify category of uncleared record
The automatic rules are capable of modifying the uncleared records, but there is no way to modify the category of an uncleared record manually.
Since uncleared records might take a while to be cleared, this option might be helpful than a need to remember and recollect the expected category and change it at later time once it's no longer uncleared.
3 votes -
Add location without turn on GPS
I would like to have the ability to add a location without have to turn the GPS on, so just by manually searching.
22 votes -
Stock/Investment Account
Please consider to add investment account. (i.e. stock, commodities, cryptocurrencies, etc.)
Lets start with the basic for Stock.
User can add an investment account, which consist of their idle fund and fund that already transfer to stocks ... all in 1 stock account as portfolio.User can add stock symbol, its buy price and number of shares, to then get automatic calculation of stock values (value when it's bought)
Then Wallet can connect to i.e yahoo finance to get current stock price,... For then calculating the current value. As a bonus, Wallet can also give gain/loss information for each stock.
184 votes -
Possibility to create Debts in IOS
Possibility to create Debts in IOS. - VERY IMPORTANT
1 vote -
Please add the option of editing categories and adding subcategories
Please add the option of customising categories and adding subcategories. It's silly to have to go two levels deep (to sub-sub categories) just so that you can get SOME level of customisation about how the expenses are organised.
Fentury has been having this for years, it's not a revolutionary feature.
1 vote -
credit card management
Hello, I personally do not agree with the management of credit cards, let me explain:
What is the point of having to create a separate account for credit card transactions if I can choose the payment methods for the various expenses (bank transfer / credit card / voucher ...)?
In this case, in order to have the total expenses of a given month, I have to sum up two separate accounts, and in my opinion it doesn't make much sense ...thanks
3 votes -
Clicking "+ Record" Behavior Enhancement
When clicking "+ Record", the new pop-up to create a record selects the first most wallet account.
It would be better that it would create a record for the selected wallet account (e.g. like in the mobile app)
3 votes -
Add Support for Comma Separator for Record Amount
If you copy/paste amount with comma on it on web app (e.g. 100,000). It doesn't work.
Please add support for this.
3 votes
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