Hi @OptoGuy117, the merchant half of this is in. Open a transaction's ⋯ menu (or tap Edit on your phone) and choose Change logo: search the brand, type its website like costco.ca , or pick No logo. It applies to every transaction of that merchant in your budget, including new ones, and once a few members agree on a logo it becomes the default for everyone.
Uploading your own images is the part we're holding off on for now. It needs image storage, resizing and moderation on our side, which is real infrastructure and ongoing cost for a small team, so it's a maybe for later rather than a no. For manual accounts and assets in the meantime, the icon and colour on each account are the way to tell them apart.
OptoGuy117
•
Oct 7
Amazing, thank you guys! Could the option to search up logos be added for income categories aswell?
team@waypointbudget
Team•
Oct 8
We looked at this one properly. Income rows were left out on purpose: in Canadian bank feeds they almost never name an employer. Most read like "PAYROLL DEPOSIT", "E-TRANSFER", "INTEREST" or "CANADA FED", so there's no brand to find, and guessing would put the wrong logo on a paycheque far more often than the right one. The named income that does come through is mostly platforms like Stripe or Uber and insurers, which is a small slice of members. So for now income rows stay logo-free and lean on the category icon and colour. If this picks up more votes we'll revisit it, likely as a manual pick only, never a guess.
One thing worth checking on your side: if a store refund is showing as income, switch its type to Refund and it will pick up the merchant logo straight away.
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team@waypointbudget
Oct 7
Hi @OptoGuy117, the merchant half of this is in. Open a transaction's ⋯ menu (or tap Edit on your phone) and choose Change logo: search the brand, type its website like costco.ca , or pick No logo. It applies to every transaction of that merchant in your budget, including new ones, and once a few members agree on a logo it becomes the default for everyone.
Uploading your own images is the part we're holding off on for now. It needs image storage, resizing and moderation on our side, which is real infrastructure and ongoing cost for a small team, so it's a maybe for later rather than a no. For manual accounts and assets in the meantime, the icon and colour on each account are the way to tell them apart.
OptoGuy117
Oct 7
Amazing, thank you guys! Could the option to search up logos be added for income categories aswell?
team@waypointbudget
Oct 8
We looked at this one properly. Income rows were left out on purpose: in Canadian bank feeds they almost never name an employer. Most read like "PAYROLL DEPOSIT", "E-TRANSFER", "INTEREST" or "CANADA FED", so there's no brand to find, and guessing would put the wrong logo on a paycheque far more often than the right one. The named income that does come through is mostly platforms like Stripe or Uber and insurers, which is a small slice of members. So for now income rows stay logo-free and lean on the category icon and colour. If this picks up more votes we'll revisit it, likely as a manual pick only, never a guess.
One thing worth checking on your side: if a store refund is showing as income, switch its type to Refund and it will pick up the merchant logo straight away.