Kamil Wójcik

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  1. 6 votes
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    2 comments  ·  General » IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    You may do it by yourself.
    - All categories can have one of 3 natures (or no nature).
    - If you know how much you earn you should know how big will be your income.

    If you earn $1000 just create 3 budgets:
    1. First one call "MUST", select all categories with nature 'must' and set budget to $500,
    2. Second one call "NEED", select all categories with nature "need" and set budget to $300,
    3. Third one call "WANT", select all categories with nature "want" and set budget to $200.

    But in my opinion organising budgets that way has no sense.
    For me categories of nature:
    - "must" are: taxes, bills, mortgage, insurance, etc
    - "need" are: food, healthcare, cosmetics, transport and car, car and house service, clothes
    - "want" are: gadgets, electronics, multimedia, sport, free time,...

    Tracking nature of spendings is helpful in reducing spendings. If I have a limited budget I will know I must pay bills, I need food, but I may resignate from games, books, electornics, etc.

  2. 24 votes
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    1 comment  ·  General » IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    UPDATE:
    Searching by price range is available in web version of Wallet.

    Kamil Wójcik shared this idea  · 
  3. 9 votes
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    1 comment  ·  General » NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    The idea is good. However, I see some limitations. For example, all accounts that are configured to use imports must be of type "main".

  4. 1 vote
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    1 comment  ·  General » IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    Hi,
    If you want an automatic solution for goals in Wallet, you may just not use built-in goals.

    If you have savings only in your bank account, create sub-accounts or saving accounts in your bank and set defined transfers to those accounts. That way, you can easily track your saving goals just by looking at accounts.

    Personally, I found "unpinned" goals very handy. It allows us to add to goals money stored in cash or even our investments, like metals, shares, or ETFs.

  5. 1 vote
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    1 comment  ·  General » DESIGN  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    Hi,
    I do not speak Spanish, so I will answer in English.
    You have 2 options.

    1. In statistics from the bottom bar, just select "current month" and switch to next/previous month by arrows.
    2. You may also create monthly budgets, and you will get month by month stats there.

  6. 1 vote
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    1 comment  ·  General » HOW IT WORKS  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    I would say you get a message error: "This keyword is already used by another rule" because you can not write the same keyword in two different rules records.
    ;)

    The problem is that in Wallet, we have only 1 logical operator for labels, which is OR. We would also need NOR, AND and NAND.

    Having all logical operators, you could set rules like:
    IF word1 AND word2 THEN category1
    IF word1 AND word3 THEN category2

    But what we have is OR, so
    IF word1 OR word2 THEN category1
    IF word1 OR word3 THEN >>ERROR<< (because the first rule was run already successfully).

  7. 3 votes
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    2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    Cześć Marcin,
    Zgłoś problem przez panel pomocy w aplikacji. Tu nikt z BudgetBakers raczej nie zagląda. A jeśli to robią, to od 2017 nikomu tu nie odpowiedzieli.

  8. 11 votes
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    2 comments  ·  General » NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    I almost forgot -
    Maybe not a chart, but... you may analyse your incomes in report view. I do it togeter with filter which filter out debts.
    (keep in mind reports are bugged. If you will exclude any category you will get incorrect information).

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    Kamil Wójcik commented  · 

    1. Agree.
    2. Agree.
    3. No videos. Just articles.
    https://wallethelpdesk.zendesk.com/hc/en-us

  9. 24 votes
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    3 comments  ·  General » NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    Bank sync is provided by Saltedge.
    In theory, you may raise a request to add bank support by yourself.
    Open Wallet, go to help, report an issue. Select bank connection and there - my bank is not supported.

    You will be asked to raise a request here:
    https://www.saltedge.com/products/spectre/request

    However, I do not know what should be provided there as a full name (my name, or bank name) and business e-mail (as a Wallet user, I am keen to provide my private e-mail, but they want a business e-mail address. And should it be mine or bank's? I don't know.

  10. 1 vote
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    Kamil Wójcik commented  · 

    It is not a bug. It works as designed. Even if users earn money in multiple currences, 99,9% of them live in just one country. It is valid to track our budgets in official currency of the country we live.

  11. 1 vote
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    1 comment  ·  General » IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    Why do you have 2 PayPal accounts?
    @Felipe, you do it wrong.

    You can have multiple currences in just one account.

    https://www.paypal.com/pl/smarthelp/article/How-can-I-use-PayPal-to-manage-multiple-currencies-FAQ1738

    For a bank account, if you have multiple bank accounts in the bank under one user account, open banking allows you to connect to all of them. Even if bank accounts are in different currences or even if you are a co-owner of account.

  12. 21 votes
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    3 comments  ·  General » IMPROVEMENT  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    d.1 Nope. Not everyone needs the possibility to change referral currency.
    However, it is a valid request. If someone moves to a different country and decides to stay there for good, it would be necessary to change referral currency.
    So I agree we should get such an option.

    Ad. 2. I am using Wallet for a few years and in the app I have transactions since 2006. I have never felt that I should track my expenses in all currences separately. Can you write when such approach will be beneficial?

  13. 1 vote
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    1 comment  ·  General » NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    Hi,
    Go to the list of transactions,
    choose period,
    select all transactions,
    edit them in bulk,
    add a label (for example "holidays-expenses"),
    Create a filter with that label and save it.
    Create a widget on dashboard and use above filter.

  14. 1 vote
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    1 comment  ·  General » NEW FEATURE  ·  Flag idea as inappropriate…  ·  Admin →

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    Kamil Wójcik commented  · 

    Just use a filter and select which transaction type should be visible: incomes, expenses, or both.

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