General

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  WEB  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  WEB  ·  Flag idea as inappropriate…  ·  Admin →
  13. Fortnightly Budgets

    In the title

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  WEB  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  18. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base