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I have two separate budgets I keep track of. My personal budget vs my families household budget. It would be very useful to be able to switch to a personal profile (similar to how Netflix and Amazon user profile separation) with a different set of banks connected and different categories assigned. In my imagination this would be a totally new user with totally separate data but uses the same login and subscription status. A bonus would be able to extend this capability to other’s in my household, allowing them to use the same 5 bank connection limit without having to pay a separate pro subscription fee with their own login. I do understand that this is likely a very complicated undertaking with many edge cases touching all existing interactions and could impact user experience by increasing complexity for first time users if done wrong.

In Review

Multiple Profiles per user

Kerem Karataş

I live in Belize, I saw your post in Reddit and tried out Waypoint. I love it and I’m using the free version. Do you plan to add more currencies? In belize we us BZD.

Mutli-currency?

Kachiri Flores

Oh and the same thing for the debt. If there could be an option to add more than 1 debt.

RicNat21

Planned

I love this budgetting app! I would love to have a second income button instead of having to add to the total income. But it's not really a big deal

Currently under Reports, expenses are shown as actual expenses instead of budgeted. Income on the other hand shows the budgeted income instead. It is not as useful to see the budgeted income in the report as it is set but actual received income can vary over months and would be more beneficial to see that amount instead. Even for varied income I see that system calculates an average monthly income create a budget with. That is very useful for budgeting purposes but not as useful when looking at historical data in reports.

Completed

Reports->Income to show received income

Say I have a transaction from a big blue box store that I bought both groceries and household items. Applying either Groceries or Shopping would skew the budget for either. I could create a manual transaction for the correct amount of part of the actual transaction, apply the category, revised the date, and save it. Then edit the imported transaction amount, and apply the other category. Or, Waypoint lets me split the transaction. Perhaps displaying both proposed transactions, allowing the names to be changed, categories to be applied. Then also showing either a slider for the amount to be split between the two new transactions, or an amount field for both with the corresponding result shown when a value is entered in one.

High Priority

Split a transaction into two separate?

iamclaus

If I have multiple transactions that appear with an unhelpful description (ie. “Hmark”) and I edit one to have a better description (to “Postmark”), it would be helpful to be prompted “Do you want to change all matching ‘Hmark’ transactions to ‘Postmark’?” Or perhaps adding a Bulk Rename function to Bulk Edit?

Prompt to change all matching descriptions when editing one

A small thing. Yes, I could just use the browser’s ‘Find on page’ function, but it only searches the page as shown not all transactions throughout all time.

Low Priority

Search by transaction amount

We need a push notification when a budget is nearing its limit. This wouldMake this solution complete. YNAB has many flaws but it has this.

Notifications when budget exceeded

M K Anand

When I first started using Waypoint, transactions from some restaurants were auto-categorized as “Dining &amp; Restaurants”. Then after importing more CSV files a new “Dining Out” category appeared. Honestly I don’t recall if I created it in error, but now I have a mix of transactions across multiple months using both categories. Rather than going through each individual transaction and changing the category, it would be easier to just delete the duplicate category and be prompted to either apply ‘uncategorized’ or select another of the existing categories.

When deleting a category, prompt to replace it with an existing category

I imported CSV files and most of the transactions came through as uncategorized. Many transactions have the same name. It would be more convenient to be able to select multiple items and apply a category to the selection rather than doing them one-by-one.

Allow multiple selections when applying categories

If you have multiple bank accounts or credit cards, adding transactions one by one is very time consuming. It would be great if you could screen shot a list of transactions and then AI can add them to your transaction list for you to then categoriza

Leah Simonson

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.

Budget Breakdown display in the Budget section.

Jpersoons

When I rename a category, existing transactions keep the old name being marked as “Uncategorized“ transactions in the Detailed Category Breakdown under reports. Clicking “Uncategorized“ shows;<pre><code class="language-markdown">No transactions found for this category in the selected period.
Try adjusting the date range or check if transactions are excluded from budget.</code></pre>

Waypoint Budget

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