Calculations
If I have to update accounts manually (I still don’t fully understand why they can’t talk to each other) then I am thinking there should be a calculation function in the totals box. Whether that is for transactions, updating account balances in the BANK tab…..I appreciate the sync function would solve this but I like to manually add. I shouldn’t be limited/ required to do all the extra steps to make the accounts balance. Unless I am missing something? I really love this app and as mentioned, I have fully transitioned to a pro plan within a week of using it but the lack of these two features drive me crazy! 🤪
Log in to comment and vote
Comments6
team@waypointbudget
Aug 11
Tagged you here Cadin as I remember you asked for the Transfer feature too, hope this helps!
Cadin
Aug 11
Thank you! This is great, and if you add those ones i mentioned it would be perfect 👌 💯
team@waypointbudget
Aug 11
Will do! I’ll take a look sometime this week and let you know.
team@waypointbudget
Aug 11
Hi Jody, both of these are built and live now.
Calculations in the totals box: you can now type math directly into the balance field on the Bank tab, both in the edit dialog and the quick inline edit. Type something like 559.51+250 and it works it out when you save. The transaction amount field already did this, now balances do too.
Accounts talking to each other: transfers can now move your account balances. When you log a transfer and link it to one of your accounts, you'll see quick options like "Money in / Money out" (or "Pay down / Add debt" on a credit card or loan, "Contribute / Withdraw" on an investment account). Pick one and the balance updates on its own. And if the money came from or went to another one of your accounts, there's an optional "Transfer to another account" picker right below, so one entry updates both balances and shows up as a single Chequing → Savings line in your transactions.
One thing worth knowing: your regular expenses and income were already updating your balances automatically. Transfers were the missing piece, because a transfer on its own doesn't say which way the money moved. Now you tell us once with a tap, and no more editing balances by hand to make things line up.
Hope this makes your budgeting a little easier :)
Jody Warrack
Aug 16
Mine doesn’t seem to give me the option to pick the other account to transfer to. It still shows the same no matter if I pick one or the other or if I do the transaction and then go back in to try and edit it.
team@waypointbudget
Aug 16
Hi Jody, you found a real gap and I appreciate you flagging it. Two things were wrong:
The "Transfer to another account" picker was only appearing after you tapped Money in or Money out first, which made it nearly invisible. It now shows up as soon as your transfer is linked to one of your accounts.
And it never appeared when editing an existing transfer, which is exactly what you tried. That works now too, so you can open any of your past transfers like your transfer to KOHO - pick the other account, and it will create the matching entry and update both balances.
This is live as of today, so a quick refresh of the app should pick it up. Thanks for your patience and help 🙇.