Completed
Budget Breakdown display in the Budget section.
Love this app. I’m a new fan … Under Budget Breakdown in the Budget section, we should be able to shuffle the category box so that we can sort them out the way we went them to appear or at least, they should be sorted out by the %. I can’t even figure out how they are sorted out by default. Thanks.
Jpersoons 3 days ago
Completed
Budget Breakdown display in the Budget section.
Love this app. I’m a new fan … Under Budget Breakdown in the Budget section, we should be able to shuffle the category box so that we can sort them out the way we went them to appear or at least, they should be sorted out by the %. I can’t even figure out how they are sorted out by default. Thanks.
Jpersoons 3 days ago
Completed
Reports->Income to show received income
Currently under Reports, expenses are shown as actual expenses instead of budgeted. Income on the other hand shows the budgeted income instead. It is not as useful to see the budgeted income in the report as it is set but actual received income can vary over months and would be more beneficial to see that amount instead. Even for varied income I see that system calculates an average monthly income create a budget with. That is very useful for budgeting purposes but not as useful when looking at historical data in reports.
Kerem Karataş 6 days ago
Completed
Reports->Income to show received income
Currently under Reports, expenses are shown as actual expenses instead of budgeted. Income on the other hand shows the budgeted income instead. It is not as useful to see the budgeted income in the report as it is set but actual received income can vary over months and would be more beneficial to see that amount instead. Even for varied income I see that system calculates an average monthly income create a budget with. That is very useful for budgeting purposes but not as useful when looking at historical data in reports.
Kerem Karataş 6 days ago
Multiple Profiles per user
I have two separate budgets I keep track of. My personal budget vs my families household budget. It would be very useful to be able to switch to a personal profile (similar to how Netflix and Amazon user profile separation) with a different set of banks connected and different categories assigned. In my imagination this would be a totally new user with totally separate data but uses the same login and subscription status. A bonus would be able to extend this capability to other’s in my household, allowing them to use the same 5 bank connection limit without having to pay a separate pro subscription fee with their own login. I do understand that this is likely a very complicated undertaking with many edge cases touching all existing interactions and could impact user experience by increasing complexity for first time users if done wrong.
Kerem Karataş 6 days ago
Multiple Profiles per user
I have two separate budgets I keep track of. My personal budget vs my families household budget. It would be very useful to be able to switch to a personal profile (similar to how Netflix and Amazon user profile separation) with a different set of banks connected and different categories assigned. In my imagination this would be a totally new user with totally separate data but uses the same login and subscription status. A bonus would be able to extend this capability to other’s in my household, allowing them to use the same 5 bank connection limit without having to pay a separate pro subscription fee with their own login. I do understand that this is likely a very complicated undertaking with many edge cases touching all existing interactions and could impact user experience by increasing complexity for first time users if done wrong.
Kerem Karataş 6 days ago
Completed
Changing Category name should update existing Transactions with said category
When I rename a category, existing transactions keep the old name being marked as “Uncategorized“ transactions in the Detailed Category Breakdown under reports. Clicking “Uncategorized“ shows; No transactions found for this category in the selected period. Try adjusting the date range or check if transactions are excluded from budget.
Kerem Karataş 7 days ago
High Priority
Completed
Changing Category name should update existing Transactions with said category
When I rename a category, existing transactions keep the old name being marked as “Uncategorized“ transactions in the Detailed Category Breakdown under reports. Clicking “Uncategorized“ shows; No transactions found for this category in the selected period. Try adjusting the date range or check if transactions are excluded from budget.
Kerem Karataş 7 days ago
High Priority
Mutli-currency?
I live in Belize, I saw your post in Reddit and tried out Waypoint. I love it and I’m using the free version. Do you plan to add more currencies? In belize we us BZD.
Kachiri Flores 13 days ago
Mutli-currency?
I live in Belize, I saw your post in Reddit and tried out Waypoint. I love it and I’m using the free version. Do you plan to add more currencies? In belize we us BZD.
Kachiri Flores 13 days ago
Completed
Accessing support features
Clicking on the User in the lower left brings up the menu showing Profile Settings, Help & Support, Sign Out It feels intuitive to click on Help & Support, but that just brings up a new email draft rather than the Help & Support page. Rather, it does if the web browser is configured to pass along a prompt to create a new email. It does at home, but at work the link does nothing. It would be more natural for that link to open the Help & Support page, rather than having to go through my profile page, scroll to the bottom and there I find the link to the actual Help & Support page.
iamclaus 13 days ago
Low Priority
Completed
Accessing support features
Clicking on the User in the lower left brings up the menu showing Profile Settings, Help & Support, Sign Out It feels intuitive to click on Help & Support, but that just brings up a new email draft rather than the Help & Support page. Rather, it does if the web browser is configured to pass along a prompt to create a new email. It does at home, but at work the link does nothing. It would be more natural for that link to open the Help & Support page, rather than having to go through my profile page, scroll to the bottom and there I find the link to the actual Help & Support page.
iamclaus 13 days ago
Low Priority
Completed
Swap position of "## uncategorized transactions"
This is very minor… When clicking to view previous/next months, if an uncategorized transaction is found a box is shown to inform the user, but that box bumps the Search Transactions/Date/Category Filter box down and if you’re clicking to move a couple months forwards or backwards, you end up clicking on the Smart Categorization button instead. If the section informing of the uncategorized transaction(s) was shown below the Search Transactions/Date/Category Filter then it could appear as needed without affecting the position of Search Transactions/Date/Category Filter as you click through to previous/next months. Navigation tools shouldn’t move around as you use them.
iamclaus 16 days ago
High Priority
Completed
Swap position of "## uncategorized transactions"
This is very minor… When clicking to view previous/next months, if an uncategorized transaction is found a box is shown to inform the user, but that box bumps the Search Transactions/Date/Category Filter box down and if you’re clicking to move a couple months forwards or backwards, you end up clicking on the Smart Categorization button instead. If the section informing of the uncategorized transaction(s) was shown below the Search Transactions/Date/Category Filter then it could appear as needed without affecting the position of Search Transactions/Date/Category Filter as you click through to previous/next months. Navigation tools shouldn’t move around as you use them.
iamclaus 16 days ago
High Priority
Completed
Split a transaction into two separate?
Say I have a transaction from a big blue box store that I bought both groceries and household items. Applying either Groceries or Shopping would skew the budget for either. I could create a manual transaction for the correct amount of part of the actual transaction, apply the category, revised the date, and save it. Then edit the imported transaction amount, and apply the other category. Or, Waypoint lets me split the transaction. Perhaps displaying both proposed transactions, allowing the names to be changed, categories to be applied. Then also showing either a slider for the amount to be split between the two new transactions, or an amount field for both with the corresponding result shown when a value is entered in one.
iamclaus 16 days ago
High Priority
Completed
Split a transaction into two separate?
Say I have a transaction from a big blue box store that I bought both groceries and household items. Applying either Groceries or Shopping would skew the budget for either. I could create a manual transaction for the correct amount of part of the actual transaction, apply the category, revised the date, and save it. Then edit the imported transaction amount, and apply the other category. Or, Waypoint lets me split the transaction. Perhaps displaying both proposed transactions, allowing the names to be changed, categories to be applied. Then also showing either a slider for the amount to be split between the two new transactions, or an amount field for both with the corresponding result shown when a value is entered in one.
iamclaus 16 days ago
High Priority
Completed
Prompt to change all matching descriptions when editing one
If I have multiple transactions that appear with an unhelpful description (ie. “Hmark”) and I edit one to have a better description (to “Postmark”), it would be helpful to be prompted “Do you want to change all matching ‘Hmark’ transactions to ‘Postmark’?” Or perhaps adding a Bulk Rename function to Bulk Edit?
iamclaus 18 days ago
High Priority
Completed
Prompt to change all matching descriptions when editing one
If I have multiple transactions that appear with an unhelpful description (ie. “Hmark”) and I edit one to have a better description (to “Postmark”), it would be helpful to be prompted “Do you want to change all matching ‘Hmark’ transactions to ‘Postmark’?” Or perhaps adding a Bulk Rename function to Bulk Edit?
iamclaus 18 days ago
High Priority
Completed
Search by transaction amount
A small thing. Yes, I could just use the browser’s ‘Find on page’ function, but it only searches the page as shown not all transactions throughout all time.
iamclaus 18 days ago
Low Priority
Completed
Search by transaction amount
A small thing. Yes, I could just use the browser’s ‘Find on page’ function, but it only searches the page as shown not all transactions throughout all time.
iamclaus 18 days ago
Low Priority
Planned
I love this budgetting app! I would love to have a second income button instead of having to add to the total income. But it's not really a big deal
😂
RicNat21 19 days ago
Planned
I love this budgetting app! I would love to have a second income button instead of having to add to the total income. But it's not really a big deal
😂
RicNat21 19 days ago
Completed
Notifications when budget exceeded
We need a push notification when a budget is nearing its limit. This would Make this solution complete. YNAB has many flaws but it has this.
M K Anand 28 days ago
Completed
Notifications when budget exceeded
We need a push notification when a budget is nearing its limit. This would Make this solution complete. YNAB has many flaws but it has this.
M K Anand 28 days ago
Completed
When deleting a category, prompt to replace it with an existing category
When I first started using Waypoint, transactions from some restaurants were auto-categorized as “Dining & Restaurants”. Then after importing more CSV files a new “Dining Out” category appeared. Honestly I don’t recall if I created it in error, but now I have a mix of transactions across multiple months using both categories. Rather than going through each individual transaction and changing the category, it would be easier to just delete the duplicate category and be prompted to either apply ‘uncategorized’ or select another of the existing categories.
iamclaus 29 days ago
High Priority
Completed
When deleting a category, prompt to replace it with an existing category
When I first started using Waypoint, transactions from some restaurants were auto-categorized as “Dining & Restaurants”. Then after importing more CSV files a new “Dining Out” category appeared. Honestly I don’t recall if I created it in error, but now I have a mix of transactions across multiple months using both categories. Rather than going through each individual transaction and changing the category, it would be easier to just delete the duplicate category and be prompted to either apply ‘uncategorized’ or select another of the existing categories.
iamclaus 29 days ago
High Priority
Completed
Allow multiple selections when applying categories
I imported CSV files and most of the transactions came through as uncategorized. Many transactions have the same name. It would be more convenient to be able to select multiple items and apply a category to the selection rather than doing them one-by-one.
iamclaus 29 days ago
High Priority
Completed
Allow multiple selections when applying categories
I imported CSV files and most of the transactions came through as uncategorized. Many transactions have the same name. It would be more convenient to be able to select multiple items and apply a category to the selection rather than doing them one-by-one.
iamclaus 29 days ago
High Priority
Completed
Multi-User Family/Household Accounts - Shared Budget Management
Allow multiple users (couples, families, roommates) to share access to the same Waypoint Budget account, enabling collaborative budget management and financial planning. Core Features Needed 1. Invite System - Primary user can send email invites to family members 2. Role Management - Owner vs Member permissions (both can view/edit for MVP) 3. Shared Data - All household members see the same: - Transactions - Budget categories - Bank connections - Goals & insights - Calendar view 4. Activity Indicators - Show who added/edited transactions ("Added by Sarah") 5. Member Management - Add/remove household members, view who has access
waypointbudget 2 months ago
High Priority
Completed
Multi-User Family/Household Accounts - Shared Budget Management
Allow multiple users (couples, families, roommates) to share access to the same Waypoint Budget account, enabling collaborative budget management and financial planning. Core Features Needed 1. Invite System - Primary user can send email invites to family members 2. Role Management - Owner vs Member permissions (both can view/edit for MVP) 3. Shared Data - All household members see the same: - Transactions - Budget categories - Bank connections - Goals & insights - Calendar view 4. Activity Indicators - Show who added/edited transactions ("Added by Sarah") 5. Member Management - Add/remove household members, view who has access
waypointbudget 2 months ago
High Priority
Completed
If you have multiple bank accounts or credit cards, adding transactions one by one is very time consuming. It would be great if you could screen shot a list of transactions and then AI can add them to your transaction list for you to then categoriza
Leah Simonson 2 months ago
High Priority
Completed
If you have multiple bank accounts or credit cards, adding transactions one by one is very time consuming. It would be great if you could screen shot a list of transactions and then AI can add them to your transaction list for you to then categoriza
Leah Simonson 2 months ago
High Priority