Completed
Full description from bank
E-transfers in particular have partial name of who I sent/received from in bank transactions. Software only shows “e-transfer…” in app so hard to categorize if I don’t know purpose. Have another hard field that shows full description from bank or something to show full transaction name from bank data
chewbr0ca about 5 hours ago
High Priority
Completed
Full description from bank
E-transfers in particular have partial name of who I sent/received from in bank transactions. Software only shows “e-transfer…” in app so hard to categorize if I don’t know purpose. Have another hard field that shows full description from bank or something to show full transaction name from bank data
chewbr0ca about 5 hours ago
High Priority
Completed
Budget page
Trying to attribute unbudgeted expenses would be easier if they had that section from the dashboard mirrored onto the budget screen to fast track budgetting for those unattributed expenses.
Tyler 3 days ago
Low Priority
Completed
Budget page
Trying to attribute unbudgeted expenses would be easier if they had that section from the dashboard mirrored onto the budget screen to fast track budgetting for those unattributed expenses.
Tyler 3 days ago
Low Priority
Completed
Hello!
Just started fiddling with the app, and I noticed you are able to filter transactions in the transactions page, however on the dashboard it would really nice to have an idea who spent what where at a glance on the eyeball icon.
Tyler 3 days ago
High Priority
Completed
Hello!
Just started fiddling with the app, and I noticed you are able to filter transactions in the transactions page, however on the dashboard it would really nice to have an idea who spent what where at a glance on the eyeball icon.
Tyler 3 days ago
High Priority
Completed
Income Streams
Hello, I have just started experimenting with your new application. It is developing quite well. I have been using Quicken for many years now and may consider moving to your application after I have tested it sufficiently to see if it will meet my needs given that you are Canadians. My first suggestion is that your Income Streams needs to incoporate annual amounts. For example, annuites that payout once a year. At the moment, your app doesn´t allow for annual deposits. All the best!
David 5 days ago
High Priority
Completed
Income Streams
Hello, I have just started experimenting with your new application. It is developing quite well. I have been using Quicken for many years now and may consider moving to your application after I have tested it sufficiently to see if it will meet my needs given that you are Canadians. My first suggestion is that your Income Streams needs to incoporate annual amounts. For example, annuites that payout once a year. At the moment, your app doesn´t allow for annual deposits. All the best!
David 5 days ago
High Priority
Planned
More than 5 connected accounts?
Perhaps I should take this as an opportunity to get rid of some, but between my wife and I we carry more than 5 credit cards (plus the main bank account). Any thoughts on allowing folks to pony up for additional connections?
Paul R Pival 6 days ago
High Priority
Planned
More than 5 connected accounts?
Perhaps I should take this as an opportunity to get rid of some, but between my wife and I we carry more than 5 credit cards (plus the main bank account). Any thoughts on allowing folks to pony up for additional connections?
Paul R Pival 6 days ago
High Priority
Planned
Add dedicated rental property module
Or the ability to put rental properties in their own budget profile so they are fully separate from personal. Right now, doing a workaround with groups and sub-categories however tracking cash flow and using T776 form to define categories for rental property module would be amazing
Anne Huang 7 days ago
Planned
Add dedicated rental property module
Or the ability to put rental properties in their own budget profile so they are fully separate from personal. Right now, doing a workaround with groups and sub-categories however tracking cash flow and using T776 form to define categories for rental property module would be amazing
Anne Huang 7 days ago
Completed
Bad math calculating % of income for yearly allocations
See below. Clearly, the % calculation is forgetting to divide by 12.
Rebecca Smith 7 days ago
High Priority
Completed
Bad math calculating % of income for yearly allocations
See below. Clearly, the % calculation is forgetting to divide by 12.
Rebecca Smith 7 days ago
High Priority
See all Categories as default view on Dashboard
Currently, you have ‘Top 5 Spending’ as well as the ‘Category Breakdown’. Which makes sense on the surface; however, with your current sorting and list truncating in the ‘Category Breakdown’, you’re really just showing the same information twice. I would prefer to see all my Categories at once as the default without having to click on the “show more“, or at least the ones I’ve spent in. Alternatively, highlighting a different piece of information could make sense as well, like perhaps shuffling all categories in which you’ve overspent to the always-view part of the list, or maybe ordering by the amount of allocation remaining.
Rebecca Smith 7 days ago
See all Categories as default view on Dashboard
Currently, you have ‘Top 5 Spending’ as well as the ‘Category Breakdown’. Which makes sense on the surface; however, with your current sorting and list truncating in the ‘Category Breakdown’, you’re really just showing the same information twice. I would prefer to see all my Categories at once as the default without having to click on the “show more“, or at least the ones I’ve spent in. Alternatively, highlighting a different piece of information could make sense as well, like perhaps shuffling all categories in which you’ve overspent to the always-view part of the list, or maybe ordering by the amount of allocation remaining.
Rebecca Smith 7 days ago
Completed
Add allocation from dashboard
Would be very cool to add an allocation right from the dashboard. When we see that something is ‘unbudgeted spending’ but should really just be a new allocation, I would love to add that in context. For me, it’s helpful not to have to remember the amount my new allocation should be when switching tabs.
Rebecca Smith 7 days ago
Low Priority
Completed
Add allocation from dashboard
Would be very cool to add an allocation right from the dashboard. When we see that something is ‘unbudgeted spending’ but should really just be a new allocation, I would love to add that in context. For me, it’s helpful not to have to remember the amount my new allocation should be when switching tabs.
Rebecca Smith 7 days ago
Low Priority
Completed
Add credit cards
I do all my purchasing that I possibly can with my cc (Rogers World Elite) because of the perks. I'd like to link my cc account as well as my banks accounts.
Mary MacLean 7 days ago
Completed
Add credit cards
I do all my purchasing that I possibly can with my cc (Rogers World Elite) because of the perks. I'd like to link my cc account as well as my banks accounts.
Mary MacLean 7 days ago
Completed
Income Increase - Budget
One and to amend the budget for income getting April of this year. When I went to do it, it goes back historical in adjust those months to the new number. This is for a salary increase as well as when CPP and EI are maxed out at some point during the year, I would like to adjust the income for that month going forward without impacting the historical data. So for instance, when I increase the income, my January, February and March numbers, change the income value as well and do not give a clear representation of what actually happened in those months based on actuals.
Matthew Earish 17 days ago
High Priority
Completed
Income Increase - Budget
One and to amend the budget for income getting April of this year. When I went to do it, it goes back historical in adjust those months to the new number. This is for a salary increase as well as when CPP and EI are maxed out at some point during the year, I would like to adjust the income for that month going forward without impacting the historical data. So for instance, when I increase the income, my January, February and March numbers, change the income value as well and do not give a clear representation of what actually happened in those months based on actuals.
Matthew Earish 17 days ago
High Priority
Completed
Hide Accounts from Net Worth and Reports
It would be great if we could hide whole accounts from the net worth and reports pages, similar to how whole accounts transactions are hidden from budgets. My spouse and I share several joint accounts and have a household budget; with joint accounts appearing once for each of our connected accounts, the net worth and reports appear to include these duplicate balances and transactions.
andrewBermuda 19 days ago
High Priority
Completed
Hide Accounts from Net Worth and Reports
It would be great if we could hide whole accounts from the net worth and reports pages, similar to how whole accounts transactions are hidden from budgets. My spouse and I share several joint accounts and have a household budget; with joint accounts appearing once for each of our connected accounts, the net worth and reports appear to include these duplicate balances and transactions.
andrewBermuda 19 days ago
High Priority
Completed
Transactions/reports year to date
Would it be possible to add a year to date option for transactions and reports?
echozoom87 20 days ago
Low Priority
Completed
Transactions/reports year to date
Would it be possible to add a year to date option for transactions and reports?
echozoom87 20 days ago
Low Priority
Completed
Separating transactions by account
Any plans to separate transactions by account? Tracking/reconciling balances that way is something I have done in YNAB.
echozoom87 20 days ago
Completed
Separating transactions by account
Any plans to separate transactions by account? Tracking/reconciling balances that way is something I have done in YNAB.
echozoom87 20 days ago
Completed
Income Streams
I would like to be able to input multiple income sources into the budget area. I have my regular paycheque, but also some benefits, and some self employment income, but because some of the amounts can change month to month I would like to manually put them all in as you do with Fixed Income instead of using the Variable Income Income type which tracks over the last 30 days. So essentially within Fixed Income I would like to add multiple items.
Stevie Baker 25 days ago
High Priority
Completed
Income Streams
I would like to be able to input multiple income sources into the budget area. I have my regular paycheque, but also some benefits, and some self employment income, but because some of the amounts can change month to month I would like to manually put them all in as you do with Fixed Income instead of using the Variable Income Income type which tracks over the last 30 days. So essentially within Fixed Income I would like to add multiple items.
Stevie Baker 25 days ago
High Priority
Completed
Debt payoff strategies with timeline visualization
Hey Waypoint team, Supporting debt payoff strategies (like snowball, avalanche, and a manual option based on personal preference) would be very helpful to me. I’d love to visualize a prioritized repayment flow, where one debt can be targeted with a higher contribution while others stay at their minimum, and payments roll forward as each debt is cleared. Having this reflected in a unified timeline across all debts would be useful for planning/projecting, especially if it could extend beyond debt-free by rolling freed-up payments into savings goals. Thanks :)
TiPoev about 1 month ago
High Priority
Completed
Debt payoff strategies with timeline visualization
Hey Waypoint team, Supporting debt payoff strategies (like snowball, avalanche, and a manual option based on personal preference) would be very helpful to me. I’d love to visualize a prioritized repayment flow, where one debt can be targeted with a higher contribution while others stay at their minimum, and payments roll forward as each debt is cleared. Having this reflected in a unified timeline across all debts would be useful for planning/projecting, especially if it could extend beyond debt-free by rolling freed-up payments into savings goals. Thanks :)
TiPoev about 1 month ago
High Priority
Completed
Goal list view with drag-and-drop ordering
Hey Waypoint team, It would be great to have the option to display goals in a list view and reorder them manually. Currently, the order in which goals appear seems tied to their creation date. Being able to drag and drop goals into a custom order would feel more intentional and aligned with personal plans. Thanks!
TiPoev about 1 month ago
Low Priority
Completed
Goal list view with drag-and-drop ordering
Hey Waypoint team, It would be great to have the option to display goals in a list view and reorder them manually. Currently, the order in which goals appear seems tied to their creation date. Being able to drag and drop goals into a custom order would feel more intentional and aligned with personal plans. Thanks!
TiPoev about 1 month ago
Low Priority
Completed
Export Option
I really enjoy using this app. It makes things easy to track even when i’m busy. I was looking for the ability to export from the transactions screen by month as I track spending by person (my daughter, wife and I) to see where the spend is coming from.
Matthew Earish about 1 month ago
High Priority
Completed
Export Option
I really enjoy using this app. It makes things easy to track even when i’m busy. I was looking for the ability to export from the transactions screen by month as I track spending by person (my daughter, wife and I) to see where the spend is coming from.
Matthew Earish about 1 month ago
High Priority
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 about 2 months 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 about 2 months ago