Cover overspending by shifting allocated money
Similar to the feature you added to allow you to allocate money to an unbudgeted category from the Home Screen it would be great if there was an option to make it easier to shift money allocated from one category to another in the case of overspending or in general. For example, my subscriptions category just went into over spending $8.60 and unless I’m missing something I need to go back to the budget section to remove $8.60 from another category doing the math to figure out what that is since I can’t just say remove this amount and then I need to go to the subscriptions category and add 8.60 to that amount. It would be much easier if I could just say I want tocover this budget short fall by moving available money from and select another category.
Dick MacMillan 1 day ago
Cover overspending by shifting allocated money
Similar to the feature you added to allow you to allocate money to an unbudgeted category from the Home Screen it would be great if there was an option to make it easier to shift money allocated from one category to another in the case of overspending or in general. For example, my subscriptions category just went into over spending $8.60 and unless I’m missing something I need to go back to the budget section to remove $8.60 from another category doing the math to figure out what that is since I can’t just say remove this amount and then I need to go to the subscriptions category and add 8.60 to that amount. It would be much easier if I could just say I want tocover this budget short fall by moving available money from and select another category.
Dick MacMillan 1 day ago
Needs vs Wants
Add a permanent attribute to each budget item to denote whether an expense could be considered a need or a want. A phase 1 virtualization would let people see in real dollar terms (and %) whether their spend is on necessities or wishes. This might assidt with improving spending and budget management. A future enhancement could offer a simulation engine to adjust needs vs wants to see how money could be adjusted to free up funds, meet goals or reduce budget shortfalls while still meeting needs.
SCrawford 1 day ago
Needs vs Wants
Add a permanent attribute to each budget item to denote whether an expense could be considered a need or a want. A phase 1 virtualization would let people see in real dollar terms (and %) whether their spend is on necessities or wishes. This might assidt with improving spending and budget management. A future enhancement could offer a simulation engine to adjust needs vs wants to see how money could be adjusted to free up funds, meet goals or reduce budget shortfalls while still meeting needs.
SCrawford 1 day ago
Completed
Add filter to Transactions
Allow for additional filter of “Type” to transaction screen so that both categories and/or type could be used to narrow the transaction list view.
SCrawford 2 days ago
Low Priority
Completed
Add filter to Transactions
Allow for additional filter of “Type” to transaction screen so that both categories and/or type could be used to narrow the transaction list view.
SCrawford 2 days ago
Low Priority
Payment methods for Manuel Transactions.
Could we add payment methods to Manuel transactions? I am thinking that when I write out a transaction I can select like: Cash, CashApp, Check, etc. and even add our own custom payment methods.
Cadin 2 days ago
Payment methods for Manuel Transactions.
Could we add payment methods to Manuel transactions? I am thinking that when I write out a transaction I can select like: Cash, CashApp, Check, etc. and even add our own custom payment methods.
Cadin 2 days ago
Transaction Export Findability
The export functionality is only available under Profile | Data Export. Might be helpful to also have this functionality linked directly in the transaction screen (and other areas as appropriate) in a similar location as the “import” option (…) and using available/set filters. Good to have exports consolidated like current but having it also available in-line with other work would save users from jumping within the app and losing focus.
SCrawford 3 days ago
Transaction Export Findability
The export functionality is only available under Profile | Data Export. Might be helpful to also have this functionality linked directly in the transaction screen (and other areas as appropriate) in a similar location as the “import” option (…) and using available/set filters. Good to have exports consolidated like current but having it also available in-line with other work would save users from jumping within the app and losing focus.
SCrawford 3 days ago
Completed
Display all amounts as currency
I have noticed that some displayed values will show with only one decimal point versus the standard 2 decimal points for currency (i.e. 40.3 VS 40.30).
SCrawford 5 days ago
High Priority
Completed
Display all amounts as currency
I have noticed that some displayed values will show with only one decimal point versus the standard 2 decimal points for currency (i.e. 40.3 VS 40.30).
SCrawford 5 days ago
High Priority
Manual transactions
Please please please add the ability to record from what account a purchase was made when making a manual transaction. I cannot link some of my accounts and to fix import errors from YNAB, I had to create manual transactions, but then the purchase is no longer listed as having been made from a specific account.
Mags Kretc 11 days ago
Manual transactions
Please please please add the ability to record from what account a purchase was made when making a manual transaction. I cannot link some of my accounts and to fix import errors from YNAB, I had to create manual transactions, but then the purchase is no longer listed as having been made from a specific account.
Mags Kretc 11 days ago
Completed
Be able to see and filter by notes
I love being able to see and filter my transactions by the ‘Notes’ I make on each transaction. It is a great way to find transactions I want to look up. For example, if I want to find out how much that guitar was that I bought from the thrift store. This was a great feature in YNAB. You have the screen space.
Mags Kretc 11 days ago
High Priority
Completed
Be able to see and filter by notes
I love being able to see and filter my transactions by the ‘Notes’ I make on each transaction. It is a great way to find transactions I want to look up. For example, if I want to find out how much that guitar was that I bought from the thrift store. This was a great feature in YNAB. You have the screen space.
Mags Kretc 11 days ago
High Priority
In Progress
Contractor Income Tracking
A more flexible income tracking option for fluctuating incomes! I am a contractor so my income is not fixed. I have 1 fixed income source, and 1 variable. So when any additional variable income comes in it is not reflecting in the budget under “remaining” would love this adjusted!
Ana Jara 12 days ago
In Progress
Contractor Income Tracking
A more flexible income tracking option for fluctuating incomes! I am a contractor so my income is not fixed. I have 1 fixed income source, and 1 variable. So when any additional variable income comes in it is not reflecting in the budget under “remaining” would love this adjusted!
Ana Jara 12 days ago
Completed
Tags for ad hoc analysis
Allow for tags to be applied to transactions to enable adhoc analysis and reporting (i.e. Tax year, expended by, intended for, etc.)
SCrawford 14 days ago
Low Priority
Completed
Tags for ad hoc analysis
Allow for tags to be applied to transactions to enable adhoc analysis and reporting (i.e. Tax year, expended by, intended for, etc.)
SCrawford 14 days ago
Low Priority
Completed
Move transaction
Allows shifting weekend transactions to the preceding Friday or following Monday within the budget Thanks and keep up the good work :)
Alexandre Forget 15 days ago
Completed
Move transaction
Allows shifting weekend transactions to the preceding Friday or following Monday within the budget Thanks and keep up the good work :)
Alexandre Forget 15 days ago
Completed
Repeat Manuel Transactions
It would be great if I could turn on repeat for transactions. For example, I enter in a transaction and turn on “repeat” then it repeats the transaction every week or month or on a specific date.
Cadin 22 days ago
Low Priority
Completed
Repeat Manuel Transactions
It would be great if I could turn on repeat for transactions. For example, I enter in a transaction and turn on “repeat” then it repeats the transaction every week or month or on a specific date.
Cadin 22 days ago
Low Priority
Completed
Linking accounts to goals?
It would be so great to be able to link goals to accounts - for example, I have an account that is my emergency fund - i can link transactions, but if I could link an overall goal, and it would be nice to see the progress regularly update.
rhinestonecowgirl about 1 month ago
Low Priority
Completed
Linking accounts to goals?
It would be so great to be able to link goals to accounts - for example, I have an account that is my emergency fund - i can link transactions, but if I could link an overall goal, and it would be nice to see the progress regularly update.
rhinestonecowgirl about 1 month ago
Low Priority
Completed
Sub Categories
It would be great to have sub categories. Say, a budget for Travel with sub-folders for travel/lodging, travel/food etc..
kaldous about 1 month ago
Completed
Sub Categories
It would be great to have sub categories. Say, a budget for Travel with sub-folders for travel/lodging, travel/food etc..
kaldous about 1 month ago
Tithe Option
A category option for tithe would be great. Where through out the month it tracks 10% or how ever much you need and puts it in a category or budget so you know how much you owe in tithe
Cadin about 1 month ago
Tithe Option
A category option for tithe would be great. Where through out the month it tracks 10% or how ever much you need and puts it in a category or budget so you know how much you owe in tithe
Cadin about 1 month ago
Completed
Import transactions
I am noticing that when importing it’s pulling in pending maybe and when it notifies of new transactions. I go in and categorize or split the ones needed; but then when it pull I guess posted version it resets all the categorizations. I assume that’s what’s happening as I get notified both time for new transactions, and both times they are listed as new. Is there way to solidify the changes made first time.
Notorious926 about 1 month ago
High Priority
Completed
Import transactions
I am noticing that when importing it’s pulling in pending maybe and when it notifies of new transactions. I go in and categorize or split the ones needed; but then when it pull I guess posted version it resets all the categorizations. I assume that’s what’s happening as I get notified both time for new transactions, and both times they are listed as new. Is there way to solidify the changes made first time.
Notorious926 about 1 month ago
High Priority
Completed
Quick select colour option
A super small thing, but when given the option to select a custom colour to colour code your category, once you select a custom colour (ie 75FA16, neon green) can it than show up in the quick select tiles, so that i can select it again for another category that i want to be the same? i can manually put in the colour number code, and try to remember it for next time but for it to show up as a ‘last tile used’ would be good (common in microsoft and google font colour applications). super small thing, but making it all pretty helps too!
Kristin Gyuran about 1 month ago
Completed
Quick select colour option
A super small thing, but when given the option to select a custom colour to colour code your category, once you select a custom colour (ie 75FA16, neon green) can it than show up in the quick select tiles, so that i can select it again for another category that i want to be the same? i can manually put in the colour number code, and try to remember it for next time but for it to show up as a ‘last tile used’ would be good (common in microsoft and google font colour applications). super small thing, but making it all pretty helps too!
Kristin Gyuran about 1 month ago
Rejected
Side Bar for Rollover Categories
Hi, It would be great to have a separate sidebar or panel for rollover categories (like gifts, car maintenance, etc.). This panel could show each category’s current balance, plus a total of all rollover funds. This would make it much easier to quickly see how much is set aside for future expenses without digging through the main budget. Thanks!
Bee about 1 month ago
Rejected
Side Bar for Rollover Categories
Hi, It would be great to have a separate sidebar or panel for rollover categories (like gifts, car maintenance, etc.). This panel could show each category’s current balance, plus a total of all rollover funds. This would make it much easier to quickly see how much is set aside for future expenses without digging through the main budget. Thanks!
Bee about 1 month ago
Rejected
One time category
it would be nice to have a budget category that you can set for a one-time use, like if you're taking a vacation or a trip or you're doing something in a month that you want to budget out. It's only applicable to that month and it doesn't show up after that month. That'd be useful
Notorious926 about 1 month ago
Rejected
One time category
it would be nice to have a budget category that you can set for a one-time use, like if you're taking a vacation or a trip or you're doing something in a month that you want to budget out. It's only applicable to that month and it doesn't show up after that month. That'd be useful
Notorious926 about 1 month ago
Completed
An option to toggle between monthly and bi-weekly budgeting
I appreciate that for many, the way you have set up bi-weekly budgeting for bi-weekly paychecks makes great sense. For us, in a different season of life, it’s a huge challenge. Even though we are paid bi-weekly, we are most comfortable (an experienced) with monthly budgeting as we already have a bank account buffer, and we are variable income earners (we budget for the lowest pays, and use the more flush months to pad savings and emergency funds). We have come to find your app to become more mindful spenders, and not due to a struggle with bill payments or debt management. Would it be possible to have a toggle option, where we can choose to reflect the budgeted income monthly, while still accurately tracking the deposit transactions on their true dates?
Kristin Gyuran about 1 month ago
Completed
An option to toggle between monthly and bi-weekly budgeting
I appreciate that for many, the way you have set up bi-weekly budgeting for bi-weekly paychecks makes great sense. For us, in a different season of life, it’s a huge challenge. Even though we are paid bi-weekly, we are most comfortable (an experienced) with monthly budgeting as we already have a bank account buffer, and we are variable income earners (we budget for the lowest pays, and use the more flush months to pad savings and emergency funds). We have come to find your app to become more mindful spenders, and not due to a struggle with bill payments or debt management. Would it be possible to have a toggle option, where we can choose to reflect the budgeted income monthly, while still accurately tracking the deposit transactions on their true dates?
Kristin Gyuran about 1 month ago