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Templates for transactions

It would be comfortable to have the possibility of creating templates for transactions. In example for irregular repeated transactions or recurring transactions with different values (date, amount, currency, payee, etc.). You’d be able to fast creating a transaction with one small change (specific value) and you’re done. You don’t have to enter all the values again.

Rene 4 days ago

1

More "quick actions" when long-pressing transaction

It would be nice to have easier way to change tags, categories, account or payee in a transaction. Currently we have to go into edit mode either by swiping and clicking the button, or long pressing and choosing edit, or by going to translation and clicking the button - and only then we can change the aforementioned things. What I could suggest here is to have those “assignment” section options as “quick actions” that would show after long-pressing the given transaction. It would save us some clicks

Rafal 5 days ago

功能建议：与iPhone快捷指令的集成

尊敬的记账软件开发团队： 您好！我是贵软件的一名用户，非常感谢您提供了功能丰富、操作简便的记账工具。我在使用过程中，想到一个可能会提升用户体验的功能建议，特此与您分享。 建议内容是将记账软件与 iPhone快捷指令（Shortcuts）进行深度集成。通过这种集成，用户可以借助快捷指令实现数据的自动化录入，从而大幅提升记账的便捷性。 例如，在处理账单时，用户可以通过快捷指令识别账单上的关键信息（如金额、日期和账单类型），然后将这些数据直接映射到记账软件的对应字段中。这样不仅能减少手动输入的繁琐操作，还能显著提升数据录入的准确性，进一步丰富记账软件的应用场景。 我相信，这一功能将为用户提供更高效的记账体验，同时增强软件的市场竞争力。如果您需要更详细的说明或有功能建议提交的渠道，请随时联系我。 感谢您百忙之中阅读我的建议，并为提升记账软件不断努力。

Light Air 8 days ago

Graph visialization options

I love the bar chart view by default because i can see the split on expenses, income, etc. on a monthly basis. However, for some specific tabs the pie chart is more useful. Would it be possible to toggle between pie and bar charts in INDIVIDUAL tabs and they get saved like that every time you open the app? For example, having 3 tabs always on pie chart and 3 tabs always on bar chart. Thank you! Love the app, just purchased the lifetime premium version.

ALEJANDRO LÓPEZ ALBERTOS 10 days ago

Planned

Yearly Review (Inspired by Spotify Wrapped)

A yearly review feature that provides users with a personalized, visually engaging summary of their financial performance over the past year. This feature would be similar in concept to Spotify Wrapped, offering insights, highlights, and trends that are both informative and shareable. The Yearly Review feature would generate an interactive and visually appealing report at the end of each year. The report could include: Spending Highlights: Top 5 spending categories. Most expensive month and least expensive month. Largest single transaction. Savings Milestones: Total amount saved throughout the year. Biggest savings month. Days with no spending. Income Insights: Total income recorded. Months with highest and lowest income. Trends and Patterns: Monthly spending trends (e.g., bar graph of spending vs. income). Seasonal changes in spending (e.g., higher spending in December for holidays). Year-over-year comparison (if data from previous years exists). Fun and Motivational Insights: Percentage of income saved. Total number of transactions logged. A personalized "Financial Word of the Year" based on user data (e.g., "Saver" or "Explorer"). Customization and Shareability: Ability to customize the report visuals. Option to share specific highlights on social media. User Benefits: Encourages users to reflect on their financial habits. Helps identify areas for improvement and celebrate financial wins. Increases engagement with the app at the end of the year. Provides a fun and shareable experience that boosts user satisfaction.

Lars Tönz 10 days ago

1

Expansion of the liabilities account type

It would be nice if the liabilities accounts had features that helped to track things like amount paid to interest vs principle, time to payoff, etc. It would also be nice if the analysis would show transfers made to the liability as income or whatever the technically correct term would be. Currently transfers don’t appear to change the analysis at all.

Jake Johnson 11 days ago

1

Refund or Reimburse options with expenses

I’ve been trying to use for a while now but the lack of a reimburse and refund option makes it difficult for me to use the app. The only work around I have noticed is that I can put money back as income but means I can’t really track how much money I am really getting in and I don’t want to delete the expense since I want to see all of my expenses. The way I imagine this working is under each expense, there will be a refund or reimburse option and this will be tracked separately.

Nadia Nevermore 13 days ago

Planned

Weekly Financial Highlights Notifications

I would like to request a feature that provides weekly financial insights in the form of notifications. This feature would work similarly to “Screen Time” on iOS or how Revolut provides spending summaries. The notification would summarize key financial information for the past week and compare it with the previous week. Key Features: 1. Weekly Spending Summary: • Total amount spent during the past week. • Percentage change compared to the previous week. 2. Category Analysis: • Breakdown of spending by categories (e.g., Restaurants, Groceries, Entertainment). • Highlight of the category with the largest increase/decrease in spending. 3. Additional Insights: • Notifications for unusual spending patterns (e.g., “You spent more than 20% of your budget on Restaurants”). • Suggestions or tips for saving based on the spending trends. 4. Customization Options: • Users can choose whether to receive the notification. • Option to customize what insights are included (e.g., only total spending, exclude specific categories). • Set a preferred notification time (e.g., Sunday evening or Monday morning). Example Notification: “Last week, you spent a total of €300, which is 10% more than the week before. Restaurant expenses increased by 20%, while Entertainment spending decreased by 15%. Keep it up!” This feature would add significant value by helping users stay informed about their financial habits and make proactive adjustments to their spending. Thank you for considering this request!

Lars Tönz 15 days ago

1

[Request] Improve shortcuts and categories classification

When I note an income transaction, it’s bad to select categories including income and expenses. Especially using shortcuts, whose aims to note the transaction quickly. Thus, I want to note an income transaction only linked to income categories. And it should be automatically classified to income or expenses by the number is negative or not. Thanks.

Edison Cai About 1 month ago

Improve visibility

It would be great to have a budget in which you can see if your income is compared to your expenses, maybe I dont know how to see that, can you help with this? Maybe a dashboard with the planned (monthly income - monthly expense = goal/budget) vs current (actual monthly income - actual monthly expense = current situation [can be under control or you’re over your budget)

Suzette Mendez About 1 month ago