Auto populate expense amount
I am wondering if there is a way/it would be useful for the total amount to auto populate with the amount we have set in the budget and then we can change it? It may not make sense if it is a line item that you budget for the whole month (like groceries) but many items are one offs. That could just be a personal preference of mine though!
Jody Warrack about 22 hours ago
Auto populate expense amount
I am wondering if there is a way/it would be useful for the total amount to auto populate with the amount we have set in the budget and then we can change it? It may not make sense if it is a line item that you budget for the whole month (like groceries) but many items are one offs. That could just be a personal preference of mine though!
Jody Warrack about 22 hours ago
Tags Title expansion
Good morning, I would find it helpful if when I want to enter a tag to a transaction, it would either allow me to increase the size of the options box or would automatically show me the whole title if I rollover on it.
Jody Warrack about 22 hours ago
Tags Title expansion
Good morning, I would find it helpful if when I want to enter a tag to a transaction, it would either allow me to increase the size of the options box or would automatically show me the whole title if I rollover on it.
Jody Warrack about 22 hours ago
Rules by Account
I wanted to auto categorize by an account in addition to merchant. This would allow me to have all transactions on a certain credit card be auto categorized without me having to manually re-categorize. For example both me and my wife have a credit card for our personal transactions. I want to be able to create two rules for each card where whenever there is a transaction from that credit card it will be categorized as the personal category in our budget.
Jude the Budgeter 2 days ago
Rules by Account
I wanted to auto categorize by an account in addition to merchant. This would allow me to have all transactions on a certain credit card be auto categorized without me having to manually re-categorize. For example both me and my wife have a credit card for our personal transactions. I want to be able to create two rules for each card where whenever there is a transaction from that credit card it will be categorized as the personal category in our budget.
Jude the Budgeter 2 days ago
Completed
Financial Reports - Date Range Filter
Would it be possible to modify the Financial Reports page so that it remembers the last date range filter you selected the next time you use it? It seems to default to The Last Three Months all of the time. Thank you.
Niels Damgaard 4 days ago
Completed
Financial Reports - Date Range Filter
Would it be possible to modify the Financial Reports page so that it remembers the last date range filter you selected the next time you use it? It seems to default to The Last Three Months all of the time. Thank you.
Niels Damgaard 4 days ago
Multiple Budget Synchronized Bank Account Issue
I noticed something strange happen when I had two budgets using the same bank accounts. I first created a budget that use only manual accounts. Then I created another budget and connected synchronized accounts from my bank. That worked as expected. Then I wen back into the first budget and added some accounts from the same bank. They were added as expected, what I did not expect was for them to be removed from the second budget. It seems like the budgets are not 100% seperate and that somehow the synchronized bank accounts were conflicted between them.
Niels Damgaard 11 days ago
Multiple Budget Synchronized Bank Account Issue
I noticed something strange happen when I had two budgets using the same bank accounts. I first created a budget that use only manual accounts. Then I created another budget and connected synchronized accounts from my bank. That worked as expected. Then I wen back into the first budget and added some accounts from the same bank. They were added as expected, what I did not expect was for them to be removed from the second budget. It seems like the budgets are not 100% seperate and that somehow the synchronized bank accounts were conflicted between them.
Niels Damgaard 11 days ago
Import Historical Transactions into Sync'd Bank Account
I have thousands of transactions for my Monarch Money accounts. For manual accounts I was able to import them easily. You have the best import functionality I have ever seen in a budgeting app. But for synchronized bank accounts I could not find a way to import my old transactions making it impossible to use my historical data with them.
Niels Damgaard 11 days ago
Import Historical Transactions into Sync'd Bank Account
I have thousands of transactions for my Monarch Money accounts. For manual accounts I was able to import them easily. You have the best import functionality I have ever seen in a budgeting app. But for synchronized bank accounts I could not find a way to import my old transactions making it impossible to use my historical data with them.
Niels Damgaard 11 days ago
Monthly Budget Progress Tracking
You already have a Planned budget amount for each category for a given month, add Actual (the amount currently spent) and Remaining (the amount unspent so far). This would make managing the budget more meaningfull. You could also make it easy to move money from one category to another to balance under and over categories that month.
Niels Damgaard 11 days ago
Monthly Budget Progress Tracking
You already have a Planned budget amount for each category for a given month, add Actual (the amount currently spent) and Remaining (the amount unspent so far). This would make managing the budget more meaningfull. You could also make it easy to move money from one category to another to balance under and over categories that month.
Niels Damgaard 11 days ago
Completed
Sort list of Accounts
Would you be able to set it up so we can sort the Accounts per bank and the Banks list on the Transactions > Banks page? And then use this sort order on the Dashboard > Accounts list? Thank you
Niels Damgaard 11 days ago
Completed
Sort list of Accounts
Would you be able to set it up so we can sort the Accounts per bank and the Banks list on the Transactions > Banks page? And then use this sort order on the Dashboard > Accounts list? Thank you
Niels Damgaard 11 days ago
Rejected
Simple Place to Track What People Owe Me
Hi Waypoint Team, It would be helpful to have a simple place to track money that other people owe me. For example, if I pay $100 for someone and they repay $50, Waypoint should show that there is still $50 outstanding. That amount should carry over into future months until the person finishes paying it back. It would be useful to track: The person’s name What the money was for The original amount owed Partial repayments The remaining balance An optional due date or reminder Notes Status, such as outstanding, partially paid, or paid in full The total amount currently owed to me It would also be nice to link the amount owed to the original transaction. If I pay a $150 restaurant bill and someone owes me $60, I could mark just that $60 as money owed to me while keeping my $90 portion under Dining Out. When the person repays me, I could select the original item and record either a partial or full repayment. Waypoint would then update the remaining balance automatically without counting the repayment as regular income. Ideally, this would be separate from monthly spending allocations because unpaid amounts may carry over for several months. I hope you guys can consider it, I think this would improve the accuracy of Waypoint’s budgets and reports. Money paid for someone else should not permanently appear as personal spending, and repayments should not appear as normal income. A dedicated tracker would handle this clearly while helping users manage shared expenses and partial repayments without relying on notes or another app. Thanks,
Michael Kalam 13 days ago
Rejected
Simple Place to Track What People Owe Me
Hi Waypoint Team, It would be helpful to have a simple place to track money that other people owe me. For example, if I pay $100 for someone and they repay $50, Waypoint should show that there is still $50 outstanding. That amount should carry over into future months until the person finishes paying it back. It would be useful to track: The person’s name What the money was for The original amount owed Partial repayments The remaining balance An optional due date or reminder Notes Status, such as outstanding, partially paid, or paid in full The total amount currently owed to me It would also be nice to link the amount owed to the original transaction. If I pay a $150 restaurant bill and someone owes me $60, I could mark just that $60 as money owed to me while keeping my $90 portion under Dining Out. When the person repays me, I could select the original item and record either a partial or full repayment. Waypoint would then update the remaining balance automatically without counting the repayment as regular income. Ideally, this would be separate from monthly spending allocations because unpaid amounts may carry over for several months. I hope you guys can consider it, I think this would improve the accuracy of Waypoint’s budgets and reports. Money paid for someone else should not permanently appear as personal spending, and repayments should not appear as normal income. A dedicated tracker would handle this clearly while helping users manage shared expenses and partial repayments without relying on notes or another app. Thanks,
Michael Kalam 13 days ago
Completed
Could you change the form of the transaction window and make it more horizontal to fit more info without scrolling. To make a note I have to do the following:
Click the transaction Click ‘advanced’ (possibly scroll to get to it) Scroll down to reveal ‘Notes’ button Click ‘Notes’ Finally make the note. Also the area of the transaction row for notes is not large so my notes end up incomplete and unusable so I have to go through the whole process just to see the note sometimes when we are reviewing out spending. This is not huge but given the frequency of this, it becomes a lot. Cheers
Mags Kretc 13 days ago
Completed
Could you change the form of the transaction window and make it more horizontal to fit more info without scrolling. To make a note I have to do the following:
Click the transaction Click ‘advanced’ (possibly scroll to get to it) Scroll down to reveal ‘Notes’ button Click ‘Notes’ Finally make the note. Also the area of the transaction row for notes is not large so my notes end up incomplete and unusable so I have to go through the whole process just to see the note sometimes when we are reviewing out spending. This is not huge but given the frequency of this, it becomes a lot. Cheers
Mags Kretc 13 days ago
For those of us with more variable lives, could you make a toggle button that allows the budget rows on the budget page dynamic to be dynamic. In other words, could you set it up so that you don't have to click on every budget category to adjust the budget. I am still shopping around for a budget app that works best for me and I found the way Monarch has their budget page set up is the fastest, simplest to understand, visually clear and obvious and always give me a dynamic up to date snapshot of my spending at the same time so I can adjust my budget as the month progresses. As life throws things at us, I would like to be able to see quickly how best to adjust my budget, like choose to underfund in the current month a bill that is an annual bill. BTW, I am loving the constant flow of improvements. Keep them coming.
Mags Kretc 13 days ago
For those of us with more variable lives, could you make a toggle button that allows the budget rows on the budget page dynamic to be dynamic. In other words, could you set it up so that you don't have to click on every budget category to adjust the budget. I am still shopping around for a budget app that works best for me and I found the way Monarch has their budget page set up is the fastest, simplest to understand, visually clear and obvious and always give me a dynamic up to date snapshot of my spending at the same time so I can adjust my budget as the month progresses. As life throws things at us, I would like to be able to see quickly how best to adjust my budget, like choose to underfund in the current month a bill that is an annual bill. BTW, I am loving the constant flow of improvements. Keep them coming.
Mags Kretc 13 days ago
Cash Flow Sankey
A really nice feature to visualize cash flow would be a Sankey chart similar to the one in Monarch Money under ‘Reports > Cash Flow. I am coming from Monarch Money because I want to support a Canadian business, your csv transaction imports are the best I have seen and PLAID and MX stopped working for transaction sync. I am glad I found Waypoint Budget. Thank you, Niels
Niels Damgaard 14 days ago
Cash Flow Sankey
A really nice feature to visualize cash flow would be a Sankey chart similar to the one in Monarch Money under ‘Reports > Cash Flow. I am coming from Monarch Money because I want to support a Canadian business, your csv transaction imports are the best I have seen and PLAID and MX stopped working for transaction sync. I am glad I found Waypoint Budget. Thank you, Niels
Niels Damgaard 14 days ago
Completed
Assigning a transaction to the next month?
I am very new to Waypoint, but slowly learning everything. I am wanting to assign a transaction to the next month, but can’t seem to figure out how? Is there something I’m missing? If not, can I ask for this feature to be added? I am using the free version, so manually enter all my transactions. Reasons? When I get a utility bill, I like to go into my bank and post-date to pay the bill a week before it is due. Then I go into my budget and do the same thing, so I can complete the process and file away the bill. This often happens in one month to be paid in the next month. My paycheck goes into my account a couple days before the 1st of the month, so I have always assigned any transactions that happen in those couple days to the next month as that is when my new month starts. Sorry if this is already an option that I just haven’t figured out how to use. Thanks, Cheryl
Cheryl Bergman 14 days ago
Completed
Assigning a transaction to the next month?
I am very new to Waypoint, but slowly learning everything. I am wanting to assign a transaction to the next month, but can’t seem to figure out how? Is there something I’m missing? If not, can I ask for this feature to be added? I am using the free version, so manually enter all my transactions. Reasons? When I get a utility bill, I like to go into my bank and post-date to pay the bill a week before it is due. Then I go into my budget and do the same thing, so I can complete the process and file away the bill. This often happens in one month to be paid in the next month. My paycheck goes into my account a couple days before the 1st of the month, so I have always assigned any transactions that happen in those couple days to the next month as that is when my new month starts. Sorry if this is already an option that I just haven’t figured out how to use. Thanks, Cheryl
Cheryl Bergman 14 days ago
Autofund Rollover Categories
I enjoy the rollover categories and being able to have them “autofund” so I don’t have to manually go in and add to them. My question is if there is anyway to choose a date? I don’t want them to always autofund from the 1st of the month as that skews my numbers. Many of them I would like to autofund say on the 15th after some income has come in. I understand it may be difficult to allocate an actual amount (especially since this app is designed to have us get away from that mind set) but always having it at the beginning of the month messes with my brain a little too :)
Jody Warrack 15 days ago
Autofund Rollover Categories
I enjoy the rollover categories and being able to have them “autofund” so I don’t have to manually go in and add to them. My question is if there is anyway to choose a date? I don’t want them to always autofund from the 1st of the month as that skews my numbers. Many of them I would like to autofund say on the 15th after some income has come in. I understand it may be difficult to allocate an actual amount (especially since this app is designed to have us get away from that mind set) but always having it at the beginning of the month messes with my brain a little too :)
Jody Warrack 15 days ago
Shared Credit Cards - Split Transactions
Automatically half transactions from a certain credit card that is split with a partner! Or determine how the transaction is split. Since my partner and I have a shared credit card (and our own personal ones), right now I have to manually go and divide each transaction on this card in half so it doesn’t incorrectly overshoot my monthly budget.
Ana Jara 15 days ago
Shared Credit Cards - Split Transactions
Automatically half transactions from a certain credit card that is split with a partner! Or determine how the transaction is split. Since my partner and I have a shared credit card (and our own personal ones), right now I have to manually go and divide each transaction on this card in half so it doesn’t incorrectly overshoot my monthly budget.
Ana Jara 15 days ago
Completed
Deleting a category for this month and future months only
I get that the idea is to set categories to 0$ so that you can easily use them again in the future, but if I plan to cut out a subscription service for example, I don’t want to have to choose between keeping that 0$ category in my dashboard forever or creating a bucnh of uncategorized transactions in the past. Consider adding an option to allow deleting a category for all future months while leaving historical months the same.
Rebecca Smith 16 days ago
Low Priority
Completed
Deleting a category for this month and future months only
I get that the idea is to set categories to 0$ so that you can easily use them again in the future, but if I plan to cut out a subscription service for example, I don’t want to have to choose between keeping that 0$ category in my dashboard forever or creating a bucnh of uncategorized transactions in the past. Consider adding an option to allow deleting a category for all future months while leaving historical months the same.
Rebecca Smith 16 days ago
Low Priority
Completed
iOS app: don't round allocation amounts
Hi, This is a small thing, but in the iOS app it's rounding my allocation numbers so the decibles don't show up. See Counselling screenshots for example. Can this be a toggle, or the amount shown matches the allocation exactly? I budget to the cent so this isn't something I'd choose. Thanks!
Sarah Morrison 17 days ago
Low Priority
Completed
iOS app: don't round allocation amounts
Hi, This is a small thing, but in the iOS app it's rounding my allocation numbers so the decibles don't show up. See Counselling screenshots for example. Can this be a toggle, or the amount shown matches the allocation exactly? I budget to the cent so this isn't something I'd choose. Thanks!
Sarah Morrison 17 days ago
Low Priority
Completed
Partially automated categorization
I’m coming from YNAB and one of the strengths of that was I always knew where my money was categorized because I had to confirm every transaction. I do like the idea of automatic categorizing with AI, but to be done well it should be measured, or configured in on-boarding. Especially when I first signed up, the app didn’t know how to categorize and made a number of incorrect categorizations. It would be good to have different levels of help with the AI Fully automate - where as it is now - categorizes for you Partially automate - where it will categorize high certainly transactions automatically, and ask for medium and low certainty transactions, or even recommended categorizations to confirm Manually confirm each transaction- highest precision and certainty that your transactions are being categorized correctly This would be a more measured path to increase precision, and help me feel more comfortable with the automated categorizing
OrrinLieuwen 18 days ago
Completed
Partially automated categorization
I’m coming from YNAB and one of the strengths of that was I always knew where my money was categorized because I had to confirm every transaction. I do like the idea of automatic categorizing with AI, but to be done well it should be measured, or configured in on-boarding. Especially when I first signed up, the app didn’t know how to categorize and made a number of incorrect categorizations. It would be good to have different levels of help with the AI Fully automate - where as it is now - categorizes for you Partially automate - where it will categorize high certainly transactions automatically, and ask for medium and low certainty transactions, or even recommended categorizations to confirm Manually confirm each transaction- highest precision and certainty that your transactions are being categorized correctly This would be a more measured path to increase precision, and help me feel more comfortable with the automated categorizing
OrrinLieuwen 18 days ago