General
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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.12 votes -
Number of decimals
The numbers in App is showed in two decimal digits only, please add the feature to choose between two or three decimal digits.
4 votes -
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…
9 votes -
Please make the categories fully customisable.
For the past year, I've been using the "Money Manager" app. It's transection and Stats option are too good. Also the Customizable Categories. But there's a lack i found that it's have not "Subordinate Categories".
Then i found your "Wallet" app. I was so happy to see that "Wallet" have Subordinate Categories. But also feel sad that it's not Fully Customizable. I can't create my own main categories and Subcategories. Also there's no option for "icon" that i can choose for my Categories.
So, I would like to request you guys that please make the categories Fully Customizable.1 vote -
Categorization of Transfers
It would be nice to be able to categorize transfers - credit card payment (so you can ignore) or 'savings' etc. so that if desired some transfers could be included in the budget.
1 vote -
Create automatic rules directly from Transition View
Hi Team, first of all I want to congratulate with you for the fantastic app Wallet! I would appreciate a lot if you can implement a feature to create automatic rules directly from the "Transitions View", simultaneously passing some important fields of the transaction so they will be already present in the rule configuration view (e.g. notes, account, etc.). in the AS-IS, I have to switch to "settings" menù every time I want to create a new rule, copy&pasting all fileds that I need to confiure and every time is a too cumbersome and time consuming process.
What do you…
1 vote -
Archive Accounts
Sometimes I close a bank account. I want to be able to access and review any records to it but the account balance will be 0 forever and I'll never add new records to it. >I don't want to see it on my dashboard.<
1 vote -
make the web app as same as mobile one
such features like scheduled payments and budgets and debts ar missing . webapp must be improved definitely. thank you for the good work// export feature is a must
3 votes -
Recommendation about not categorized records and labels
in both category filters and label filters there should be a button to filter un categories or not labels item. Now only way to see them is scrolling in web app
1 vote -
recommendation for investment accounts
As all may know, some banks don't allow investment accounts to be synced. I have an debit account that has sub investment accounts.
I created an Bond account that allows me to transfer from my debit account ( auto synced) to my Bond account ( manual). Bond account is an investment. When I transfer from one account to another, the system disables category selection, where I could click on investment/
now basically my investment category is 0 in fact in reality I have an investment account.My suggestion is that accounts should be able to be assigned types * saving,…
1 vote -
Now that you implemented PSD2, are you planning to make bank sync compatible with other banks?
Now that you implemented PSD2, are you planning to make bank sync compatible with other banks?
1 vote -
make the web interface scale to 944px width properly
The new web interface is amazing. But one severe flaw has survived from the previous version: It will not display properly when opened in a viewport 944px wide - which happens to be the viewport of a chrome window snapped to half of a 1080p display. It seems to have a minimum design width of 1150px (and doesn't scale beyond 1390px, fair enough), which seems pretty arbitrary to me.
I want to use it side by side with, say, excel or another browser window with my online banking opened. Sure I can manually adjust the width and that works decently…
1 vote -
Fortnightly Budgets
In the title
2 votes -
1 vote
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Visible location text / searchable
Add location as text directly in transaction list, not only marker (hover text in bubble). Text is also searchable which is helpful.
3 votes -
Unified features
Hi
I am a big fan of your app (Wallet). However, I don't understand why the android version has much more functionality and features than the iOS and Web version :(
When can I expect an update for the iOS & Web?
3 votes -
Objectives
Hello friends, I want to make a suggestion: When registering a payment in the 'debts' section we have the option to create a record, it would be useful if the option was also available in the 'objectives' section when adding a saved amount .
1 vote -
3 votes
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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.
37 votes -
Ability to turn auto-categorization off
I like reviewing our records while at the same time checking and also often fixing the categorization of our records.
Due to the nature of transactions clearing and syncing even backwards a couple of days it would be great if I could just turn off the auto categorization in order to easily spot/review and correctly categorize these new records.
A simple on/off toggle in the settings (with a warning that this will result in more work for the user) would do nicely.
34 votes
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