General

  1. 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

    9 votes
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  2. Transferring money between budgets

    I would like to be able to transfer money from one budget category to another during the month.

    4 votes
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  3. 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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  4. 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

    4 votes
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  5. Opening balance

    Closing balance of account in the previous month should appear as opening balance of the next month

    12 votes
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  6. 11 votes
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  7. Change income / expense subcategory to category

    Currently it is not possible to move a created sub category out from under category - would be useful when you realize you want to make it its own category. Deleting and recreating delete associated incomes / expenses? Can't risk trying

    10 votes
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  8. Daily budget

    Would be nice to have different budget options (daily, weekly, monthly) :) very useful for students

    7 votes
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  9. Would be nice to have some graphical reports in the app

    Would be nice to have some graphical reports in the app. Like spending vs actuals, by merchant or month etc..

    9 votes
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  10. Unpaid bills

    It would be very helpful to have all the unpaid bills separately. Just to know what money is left after paying them.
    It could be add maybe in the filters.

    17 votes
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  11. A way to compare expenses of months/weeks

    Would like to compare the expenses of certain categories between months and weeks

    2 votes
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  12. Font control

    Sometimes it's difficult to be able to read the expense list because of the text color on a white background. Can the text be bold or better contrast?

    6 votes
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  13. 5 votes
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  14. Quick fix on return timeline

    I have some merchants with over 120 day return, like bed bath and beyond. Can you make 365 happen? Or even a custom enter field?

    3 votes
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  15. 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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  16. Add extra optional taxes

    Maybe a 3rd button that would display a customizable list of other taxes to choose from in case it's not one of the 2 most common.

    4 votes
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  17. Undo Option

    I recently attempted to delete duplicate information. It prompted me to delete this one or all. I selected "all" since I wanted to eliminate the duplicate information that was on a reoccurring intervals. Well, needless to say, I clicked delete all assuming it would delete just the duplicate information but it deleted all the information (duplicate and correct one). It would be nice to have an undo option for mishaps such as described above.

    2 votes
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  18. Using SMS data to capture

    It would be great if the App could read the SMS that comes in and automatically capture the details based on the data.
    Eg. If I have the following SMS
    "Dear Customer, you made a Purchase of ZAR 26.25 at Uber BV, help.uber.com using card: 9999. Avl. limit USDxxxxx"

    It should read the currency, value, vendor and card and based on basic rules, create the transaction. In this example, I would map Uber to Transport category, have a card number 9999. The date would be when the SMS came in.

    3 votes
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  19. Budget carry over

    I would like to be able to carry over my budget from month to month. So if I spent less one month the remaining amount in my budget would carry over to the next month. Or if I went over budget that deficit would also carry over to the next month.

    42 votes
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  20. 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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