General

  1. Be able to see Sub-Category amounts in Category view

    A lot of wasted space in the Dashboard -> Category tab. Would like be able to see a further summarized amount of the sub-categories

    ie. Where it shows the pie chart and the Category summaries... I have a shopping Category with sub-categories of Equipment, Expendables, Gifts, etc... it'd be really helpful to see a breakdown of each.

    I believe the only weird work around is only available on iOS under a Budget tab...

    4 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Payments to credit card should reduce balance

    There is a serious flaw with the way credit cards are being handled. Purchases should ADD to the balance, payments should deduct from the balance. This should be the opposite of what occurs in cash/checking/savings accounts. This is basic accounting principles. I’m not quite sure how this is wrong and makes me wonder......

    17 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Adding new category

    I think it would really help if new category could be add directly from the new recipes window...
    If a category is not there when adding the receipt adding it from there would help a lot.

    19 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Business year

    Would be good to see a business year (user defined year) income and expenses, not just a calendar year.

    8 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow viewers to assign different categories to the same merchant

    I love that app would suggest previously entered merchants when typing and allow us to select one, but why not let it remember different categories that we have selected for the same merchant? Maybe just the most recent three? We might go to the same merchant for different products that would fall under different categories.

    9 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Multiple companies

    Is it possible to have or add multiple company name, categories or folders with this app?

    12 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Suggestion

    I'd love to be able to import my receipts into tax software such as Turbo Tax, H&R Block, etc. it would make things so much easier at tax time.

    7 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Saving Images from Gmail

    I'm wondering if we can save the content and images of our Gmail receipt along with the data we enter and if so how to do it? I can import my whole email (gmail) but not individual ones either.

    4 votes
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  9. Recording expenses in a foreign currency

    I'd like two additional fields for any amount I enter in a foreign currency (ie: any currency other than my 'main' currency). One field to enter an exchange rate and another to enter the expense amount in my 'main' currency (which, in my case, is US$). The way this would work is that you could populate either field but not both. Whichever one you choose, the app would automatically calculate the other. For example, if I enter the expense in GBP and the corresponding US$ amount, the app would calculate the exchange rate. If I enter the expense in GBP…

    7 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Refund to original category

    Currently it seems when you generate a refund it does not apply back to the original category. Instead, it goes into a general income category. For budgeting purposes it would be best if the refund was applied directly to the original category. For example if I spend $300 in auto/transport out of a budget of $500 and I return $100 it should show that the auto/transport budget has $100 added back to the budget amount. So instead of $20 remaining I really have $300 remaining.

    Thanks

    5 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Sync Merchant Data

    Those of us that have setup "Merchant" records associating the merchant with an expense account will find that these records are not synced.

    3 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Bill Due Date

    The Due date needs to be same every month. The due date needs to be able to adjust every month. A bill is due on the due date not the day the bill was created. For some reason all my bills seem to be due the day i created them every month not the day i set for the bill to be due.

    9 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Automatically convert currency

    It would be nice if the app can convert the spending currency to the currency that the card used to pay. It is convenient for a card with many kinds of currencies.

    8 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Weekly budget

    I would love it if you could use weekly budgets instead of just monthly. My income comes in once per week, and monthly budgeting just doesn't work well.

    18 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Dashboard

    It would be great if you could customize the fields that are shown on your main dashboard.

    10 votes
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Yearly budget

    Need a cumulative yearly budget too (cumulative of all months to date) so you can quickly see how you are doing on the categories from the beginning of the year

    3 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sorting by Created Date

    When sorted by Created Date, the Created Date should appear somewhere in the cell.

    3 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Currency format

    I would like to use comma (isn't it the ISO standard?) instead of a full point for decimals separation when entering the money. In the report date and time stamp does not allow excel to order data properly.

    1 vote
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Simplify The ADD RECEIPT Screen

    For people who use only a few features of receipts, you could add a settings menu in the "MORE" tab where users can choose which fields should be displayed when adding a new receipt. For example, fields such as TAGS, REPEAT EXPENSE, RETURNS, etc could be toggled, leading to a much simpler layout.

    If adding these extra options would make the "MORE" screen too cluttered, they could all be collapsed into a "SETTINGS" sub-menu.

    7 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Saving Filtered Items

    It would be great if there's a save function for filtered items. I.e: I filtered it to custom date, account type as 'normal' etc.

    1 vote
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