Bug When Importing Transactions
When I import a CSV file with expenses, the imported expenses do not appear in the app's charts or calculations. Even with the Evaluated flag enabled, the transactions do not show up.

Honath 4 days ago
Bug When Importing Transactions
When I import a CSV file with expenses, the imported expenses do not appear in the app's charts or calculations. Even with the Evaluated flag enabled, the transactions do not show up.

Honath 4 days ago
Spending insights & chat assistant feature request
Please add an AI feature that analyzes my transactions and highlights which categories/items are my biggest and least necessary expenses, so I can see where to cut back and optimize my budget automatically. Alongside this, a ChatGPT-style chat interface would be great — so I can ask questions like “where can I save money this month?” or “what’s my biggest expense category?” directly, instead of digging through charts myself.

Ameer Hamza 5 days ago
Spending insights & chat assistant feature request
Please add an AI feature that analyzes my transactions and highlights which categories/items are my biggest and least necessary expenses, so I can see where to cut back and optimize my budget automatically. Alongside this, a ChatGPT-style chat interface would be great — so I can ask questions like “where can I save money this month?” or “what’s my biggest expense category?” directly, instead of digging through charts myself.

Ameer Hamza 5 days ago
Improvement to the transactions section
I find this app very useful, but I’d like to suggest an improvement to the expense entry section. I think it would be more useful to have only the essential information at the top, such as amount, category (and tags), and date, with the calendar clearly visible without having to scroll down to enter older expenses. It would also be helpful to have the app stay on the last selected date (for example, if I’m entering expenses for March, it should remain fixed on the last date entered so I don’t have to keep scrolling back through the months). I would place the less frequently used information below to avoid having to keep scrolling through the page. Let me know if anyone else is in the same situation. Of course, these are all suggestions aimed at improving the user experience. Thank you for your work on the app.

Giada Cremascoli 6 days ago
Improvement to the transactions section
I find this app very useful, but I’d like to suggest an improvement to the expense entry section. I think it would be more useful to have only the essential information at the top, such as amount, category (and tags), and date, with the calendar clearly visible without having to scroll down to enter older expenses. It would also be helpful to have the app stay on the last selected date (for example, if I’m entering expenses for March, it should remain fixed on the last date entered so I don’t have to keep scrolling back through the months). I would place the less frequently used information below to avoid having to keep scrolling through the page. Let me know if anyone else is in the same situation. Of course, these are all suggestions aimed at improving the user experience. Thank you for your work on the app.

Giada Cremascoli 6 days ago
Default location
Could we set a default location just in case we don't have internet access and can't get the shortcut to work?

Nelson Antonio 8 days ago
Default location
Could we set a default location just in case we don't have internet access and can't get the shortcut to work?

Nelson Antonio 8 days ago
Projected Account Balance Missing
Hi! I really like Budget Flow—especially the privacy-first, local/iCloud approach and Apple Watch support. One feature I think is missing is a projected account balance (running balance) in Forecast. Right now, Forecast shows upcoming transactions and their total net effect, but not how the actual balance evolves over time. What I’m looking for is something like: Today: €1,000 Salary: €2,200 − Rent: €1,500 − Groceries: €200 End of month: €1,500 So basically: current balance + scheduled transactions applied in date order = future balance over time. This would make Forecast much more practical for real decision-making (e.g. “Can I safely spend €300 next week?”). Since all required data already exists in the app, it feels like a natural and high-impact addition. Thanks for your work on the app!

Lloyd Phillips 9 days ago
Projected Account Balance Missing
Hi! I really like Budget Flow—especially the privacy-first, local/iCloud approach and Apple Watch support. One feature I think is missing is a projected account balance (running balance) in Forecast. Right now, Forecast shows upcoming transactions and their total net effect, but not how the actual balance evolves over time. What I’m looking for is something like: Today: €1,000 Salary: €2,200 − Rent: €1,500 − Groceries: €200 End of month: €1,500 So basically: current balance + scheduled transactions applied in date order = future balance over time. This would make Forecast much more practical for real decision-making (e.g. “Can I safely spend €300 next week?”). Since all required data already exists in the app, it feels like a natural and high-impact addition. Thanks for your work on the app!

Lloyd Phillips 9 days ago
Feature Request: Percentage-Based Budgets
I would like to suggest adding the ability to create budgets based on a percentage of monthly income instead of only a fixed amount. For example, if my monthly income is $5,000 and I set my “Food” budget to 50%, the budget would automatically be calculated as $2,500 for that month. If my income changes the following month, the budget would update automatically without requiring manual adjustments. This would make budgeting much easier for users whose income varies from month to month or who prefer allocating their finances using percentages rather than fixed values. It would also be useful to allow users to choose between: Fixed amount (current behavior) Percentage of monthly income Thank you for considering this feature.

Darby Barrios 10 days ago
Feature Request: Percentage-Based Budgets
I would like to suggest adding the ability to create budgets based on a percentage of monthly income instead of only a fixed amount. For example, if my monthly income is $5,000 and I set my “Food” budget to 50%, the budget would automatically be calculated as $2,500 for that month. If my income changes the following month, the budget would update automatically without requiring manual adjustments. This would make budgeting much easier for users whose income varies from month to month or who prefer allocating their finances using percentages rather than fixed values. It would also be useful to allow users to choose between: Fixed amount (current behavior) Percentage of monthly income Thank you for considering this feature.

Darby Barrios 10 days ago
Email forwarding
Hi there, first of all, I’ve used the budget flow app on and off for nearly a year and a half, and I really like its interface. Lately, though, the app has caused some difficulties because tracking transactions through email shortcuts remains unreliable. I was hoping you could add an option for email forwarding to a custom budget flow address, making it easier to capture every transaction consistently. Relying solely on these shortcuts proves challenging, particularly because they occasionally fail when the phone is locked. Consequently, users must unlock their device during each payment—a step that can be easy to forget. I hope others share this experience.

Captain steve 12 days ago
Email forwarding
Hi there, first of all, I’ve used the budget flow app on and off for nearly a year and a half, and I really like its interface. Lately, though, the app has caused some difficulties because tracking transactions through email shortcuts remains unreliable. I was hoping you could add an option for email forwarding to a custom budget flow address, making it easier to capture every transaction consistently. Relying solely on these shortcuts proves challenging, particularly because they occasionally fail when the phone is locked. Consequently, users must unlock their device during each payment—a step that can be easy to forget. I hope others share this experience.

Captain steve 12 days ago
Feature Request: Automatic Category Assignment Based on Merchant History
When an expense is automatically created through an iOS Automation (Apple Pay transaction), Budget Flow currently imports the amount and merchant name, but the category field remains empty. I would like Budget Flow to automatically suggest or assign a category based on previous transactions from the same merchant. Use Case Example: ● Transaction 1: ● Merchant: Carrefour ● Amount: €45.20 ● Category: Groceries ● Transaction 2 (imported automatically later): ● Merchant: Carrefour ● Amount: €18.50

josealv97-netizen 21 days ago
Feature Request: Automatic Category Assignment Based on Merchant History
When an expense is automatically created through an iOS Automation (Apple Pay transaction), Budget Flow currently imports the amount and merchant name, but the category field remains empty. I would like Budget Flow to automatically suggest or assign a category based on previous transactions from the same merchant. Use Case Example: ● Transaction 1: ● Merchant: Carrefour ● Amount: €45.20 ● Category: Groceries ● Transaction 2 (imported automatically later): ● Merchant: Carrefour ● Amount: €18.50

josealv97-netizen 21 days ago
Add feature: See monthly expenses by category or payee
I see no quick way to see my total expenses by category or payee. I have to go into expenses, choose one, then click on category to see all of them. Should be a filter option in analysis or a way to set as a shortcut from dashboard.

Roman Alvarado Lopez 22 days ago
Add feature: See monthly expenses by category or payee
I see no quick way to see my total expenses by category or payee. I have to go into expenses, choose one, then click on category to see all of them. Should be a filter option in analysis or a way to set as a shortcut from dashboard.

Roman Alvarado Lopez 22 days ago
Add feature: set fave currency
Every time I want to add an expense in my local currency I have to search for it instead of being able to set as favorite so it shows up at the top

Roman Alvarado Lopez 22 days ago
Add feature: set fave currency
Every time I want to add an expense in my local currency I have to search for it instead of being able to set as favorite so it shows up at the top

Roman Alvarado Lopez 22 days ago
Search results on “Transactions”
When making search on Transactions tab, it shows the results as expected. But when i click on any result and then go back, it does the search again, does not preserve previous results and the scroll bar position. So i cannot keep scrolling from the point i was, i should scroll again to find my last position and it is very hard and annoying to do that.

simuove 23 days ago
Search results on “Transactions”
When making search on Transactions tab, it shows the results as expected. But when i click on any result and then go back, it does the search again, does not preserve previous results and the scroll bar position. So i cannot keep scrolling from the point i was, i should scroll again to find my last position and it is very hard and annoying to do that.

simuove 23 days ago
Bug at Filter on Transactions
I think there is a bug at filtering on Transactions tab. I think it works as “string like”, for example: If i filter account “GELİR - ÖMER”, it works as expected. But if i filter account “ÖMER”, it also shows account “GELİR - ÖMER”.

simuove 23 days ago
Bug at Filter on Transactions
I think there is a bug at filtering on Transactions tab. I think it works as “string like”, for example: If i filter account “GELİR - ÖMER”, it works as expected. But if i filter account “ÖMER”, it also shows account “GELİR - ÖMER”.

simuove 23 days ago
Add visual.
Please add the ability to select category groups in the transaction header and subheader. And the ability to add an icon for category groups so that it appears when selecting expenses/income, also in budgets. This will make things much easier to understand.

Reziko 24 days ago
Add visual.
Please add the ability to select category groups in the transaction header and subheader. And the ability to add an icon for category groups so that it appears when selecting expenses/income, also in budgets. This will make things much easier to understand.

Reziko 24 days ago
Bank Reconciliation
Feature Title: Visual Transaction Reconciliation (Cleared/Uncleared Status) Objective: To introduce a lightweight, visual transaction reconciliation workflow that allows users to match their recorded transactions against posted bank activity. This ensures data accuracy and helps users identify unauthorized or missing transactions early, without requiring a complex, multi-step reconciliation wizard. User Value: This feature serves users who manually maintain a high-precision ledger and cross-reference it with their online banking every few days. It bridges the gap between traditional checkbook balancing and modern instant-banking app design. Core Components & Mechanics: Transaction Status Toggle Property: Add a binary status (Cleared / Uncleared) to all account transactions. New transactions default to Uncleared. UI/UX: A simple, high-visibility visual indicator (like a checkmark circle) on each line item in the transaction register. Interaction: A single tap/click on this indicator immediately toggles the state between cleared and uncleared, with no confirmation dialogs or separate edit screens required. Account Balance Breakdown Instead of showing only a single static number, the account header should display a clear financial summary: Total Balance: The absolute balance of all recorded transactions (Cleared + Uncleared). Cleared Balance: The sum of only Cleared transactions. This number should mirror the user’s actual posted bank balance. Uncleared Total: The net sum of outstanding/pending transactions, giving the user a clear view of money that is committed but hasn't yet settled. Quick-Filter Views Add a persistent filter bar at the top of the transaction register with three views: All: Displays the full history. Uncleared Only: Instantly isolates outstanding items. This makes the daily or weekly matching process incredibly efficient, as the list shrinks to zero as the user works through it. Cleared Only: For auditing past reconciled items. Example User Workflow: The user opens the app and flips the filter to "Uncleared Only." They pull up their bank's online portal side-by-side. As they spot a transaction that has officially posted at the bank, they tap the toggle next to it in the app. The item disappears from the "Uncleared" list, the Cleared Balance updates in real-time to match the bank, and the user is done in under 60 seconds.

bolive 25 days ago
Bank Reconciliation
Feature Title: Visual Transaction Reconciliation (Cleared/Uncleared Status) Objective: To introduce a lightweight, visual transaction reconciliation workflow that allows users to match their recorded transactions against posted bank activity. This ensures data accuracy and helps users identify unauthorized or missing transactions early, without requiring a complex, multi-step reconciliation wizard. User Value: This feature serves users who manually maintain a high-precision ledger and cross-reference it with their online banking every few days. It bridges the gap between traditional checkbook balancing and modern instant-banking app design. Core Components & Mechanics: Transaction Status Toggle Property: Add a binary status (Cleared / Uncleared) to all account transactions. New transactions default to Uncleared. UI/UX: A simple, high-visibility visual indicator (like a checkmark circle) on each line item in the transaction register. Interaction: A single tap/click on this indicator immediately toggles the state between cleared and uncleared, with no confirmation dialogs or separate edit screens required. Account Balance Breakdown Instead of showing only a single static number, the account header should display a clear financial summary: Total Balance: The absolute balance of all recorded transactions (Cleared + Uncleared). Cleared Balance: The sum of only Cleared transactions. This number should mirror the user’s actual posted bank balance. Uncleared Total: The net sum of outstanding/pending transactions, giving the user a clear view of money that is committed but hasn't yet settled. Quick-Filter Views Add a persistent filter bar at the top of the transaction register with three views: All: Displays the full history. Uncleared Only: Instantly isolates outstanding items. This makes the daily or weekly matching process incredibly efficient, as the list shrinks to zero as the user works through it. Cleared Only: For auditing past reconciled items. Example User Workflow: The user opens the app and flips the filter to "Uncleared Only." They pull up their bank's online portal side-by-side. As they spot a transaction that has officially posted at the bank, they tap the toggle next to it in the app. The item disappears from the "Uncleared" list, the Cleared Balance updates in real-time to match the bank, and the user is done in under 60 seconds.

bolive 25 days ago
Adding tags to multiple items
Adding a tag to multiple items add the same time should NOT delete all the tags that had been attributed to the individual items earlier.

koengara 29 days ago
Adding tags to multiple items
Adding a tag to multiple items add the same time should NOT delete all the tags that had been attributed to the individual items earlier.

koengara 29 days ago
Support for Windows / Web
It would be really helpful if this app could also be used on a Windows laptop. Sometimes (especially after trips or vacations), I’m not able to consistently track and log expenses in real time. I end up reviewing my bank transactions afterward and manually recording everything, which becomes quite time-consuming. I thought it would make it easier and faster for me to manage and update records while using my iPhone only as a reference, since I prefer keeping mobile banking secure on my personal device. If you have suggestions for this, aside from the automation feature, please do share.

gemini.b0mb 30 days ago
Support for Windows / Web
It would be really helpful if this app could also be used on a Windows laptop. Sometimes (especially after trips or vacations), I’m not able to consistently track and log expenses in real time. I end up reviewing my bank transactions afterward and manually recording everything, which becomes quite time-consuming. I thought it would make it easier and faster for me to manage and update records while using my iPhone only as a reference, since I prefer keeping mobile banking secure on my personal device. If you have suggestions for this, aside from the automation feature, please do share.

gemini.b0mb 30 days ago
Eine übersicht über restliches verfügbares guthaben im monat
Nice wäre wenn es in der hauptseite eine ansicht gäbe wo man sieht was man auf bestimmten angetägten konten noch an rest guthaben bis zum monatsende hat also nach den restlichen abbuchungen ohne das man dafür dauern in die zukunft schauen muss und auch das man damit für die nächsten monate vorplanen kann wie es dann da aussieht

JovuTV about 1 month ago
Eine übersicht über restliches verfügbares guthaben im monat
Nice wäre wenn es in der hauptseite eine ansicht gäbe wo man sieht was man auf bestimmten angetägten konten noch an rest guthaben bis zum monatsende hat also nach den restlichen abbuchungen ohne das man dafür dauern in die zukunft schauen muss und auch das man damit für die nächsten monate vorplanen kann wie es dann da aussieht

JovuTV about 1 month ago
Bug: Non-Statistics movements still counting for statistics
When we create an account movement (income or expense) we can currently select if we want it to count for statistics or not with a toggle. However, if you then filter for expenses only or income only on a specific date range for example you’ll find those amounts counting as expenses/incomes as well, although they were chosen to just affect the account balance without counting for statistics.

alexpereira about 1 month ago
Bug: Non-Statistics movements still counting for statistics
When we create an account movement (income or expense) we can currently select if we want it to count for statistics or not with a toggle. However, if you then filter for expenses only or income only on a specific date range for example you’ll find those amounts counting as expenses/incomes as well, although they were chosen to just affect the account balance without counting for statistics.

alexpereira about 1 month ago