General

  1. Taxes decimal increase

    Intead of only providing 2 decimals (and rounding up) please extend to 3 or even 4 digits to increase calculation precision as it is sometimes required.

    3 votes
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  2. Fix glitches first

    Get this working properly before you add anything to it. Its a great idea but needs to work better.

    2 votes
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  3. Comment add

    Add a case to put some comment if needed

    1 vote
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  4. Cash rebate

    May I know if I able to cash rebate at anytime?

    1 vote
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  5. More help.

    Make a how-to video. This is not intuitive and the FAQ isn't comprehensive.

    1 vote
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  6. Colors in Budget

    Currently, the colors are:

    If Expenses < Budget = Green
    If Expenses >= Budget = Red

    Every time I see budgets in red, I immediately look at the amount. For me, red is very alarming and means negative. Can it be changed to this?

    If Expenses < Budget => Green
    If Expenses = Budget => Blue (or Orange?)
    If Expenses > Budget => Red

    It’s just a suggestion. :)

    1 vote
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  7. Need to fix collect Marchant name

    There is bug with not able to capture Marchant name correctly. Most the time i had to manually add it. It be nice if bug can be fix

    1 vote
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  8. 1 vote
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  9. 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 →
  10. Export Bill Number

    Right now the exported reports do not include the Bill Number. This info/feature is crucial for annual tax declarations.

    1 vote
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  11. Sorting by Created Date

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

    3 votes
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  12. Allow note to header

    For instance I can remind myself what I put in that catagory for instance life insurance might be work group or personal or include STD and LTD or amount of earning w or wo shift diff stuff like that thank. Also don't see that the budget I made sums up monthly and shows a pie or % of total and compares to norm other wise it looks sweet so far let me use it now

    2 votes
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  13. 1 vote
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  14. Export feature

    1). Is it possible to see the items in the export that are verified? Would be nice to have this column.
    2). Also on this report, do we need the time stamp? I enter the receipt but I only specify the date.
    3). What does the column "Type" represent?

    Thank you so much for all the great updates.

    4 votes
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  15. 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 →
  16. View Account in Dash broad

    Please give a menu option in dash board (Summary)to view account balance . Has to improve font and background to avoid extra strain

    3 votes
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  17. 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 →
  18. Additional Pie Chart

    It will be good to have a pie chart that breaks up total monthly income into various expense types and savings. That way, one would be able to readily determine what % of income was spent on food or housing, etc., in a given month

    7 votes
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  19. Warranty tracker

    For electronic items, it would be nice to be able to include serial numbers, warranty reminders, model numbers, etc.

    2 votes
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  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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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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