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  1. Longer historical transaction data available

    Right now, I can only see 90 days worth of transaction data, which is not sufficient to gain any useful insights from.

    Historical data should go back 3 years preferably, or at the BARE minimum 2 years.

    Please implement this! I find the app useless without the data.

    PS manual data entry with CSV files is a royal pain in the ass and confusing as hell.

    3 votes
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    declined  ·  4 comments  ·  IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Fully Customize Categories & Sub-Categories

    Please provide users with the ability to fully customize categories & sub-categories, as well as deleting everything in a category.

    3 votes
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    1 comment  ·  NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

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    The reason for which new categories cannot be added is that Wallet uses machine learning that works with structured data. If users added categories themselves the data would no longer be properly interpreted by the app and its features would return statistics that are not as accurate or relevant.


    However, you can rename the main categories or add your own subcategory.


    For more information on how you can edit your categories, please check our FAQ article All about categories/subcategories.  


    Tip: To hide a Main Category, hide all of the subcategories under it!


    Tip: You can also bulk edit your Records to apply a category to many Records at once!

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