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Tell me how I can improve Budget Flow or report a problem :)

planned transactions / bookings - bug

Recently, planned transactions no longer disappear from the "planned transactions" list if I book them manually "today". As soon as I book the amount in the account overview (green tick), the amount appears in the account overview as "booked" (correct!), but also appears again (incorrect!) under "planned transactions". I cannot delete the individual entry in "planned transactions", only end the series transaction - but that cannot be the solution because I then have to create the series transaction again. The topic is a bit urgent because I have created around 40 series transactions on our joint account. I have a 30 second video and tried to attach it here. Hope, that works, otherwise this explaination will have to be enough ;)

Katha 14 days ago

Folder/Category Widgets in Home Screen

As a customer, I’d like the ability to create configure a Widget in the Home Screen that allows me to specify the next options Period - It should be consistent with the current options of Current Month, Year, Custom period of time.Filter by Operation Type - Optional - Expense, Income, Transfer, AllFilter by Folder(s)/Category(s) - OptionalFilter by tags - OptionalSpecify a name for the Widget - For example, Upcoming Bills, Unplanned Expenses, etc.Widget Size - I’d like to get a small, medium and big version of the widget so depending on how many items I want to be able to see, I choose the right size for me.This would allow me to create widgets for virtually anything I could possible need where the flexibility of my setup will determine my own options. For example, if I want an Upcoming Bills widget, I just apply the right filters for thatPeriod: Current MonthOperation Type: ExpenseFilter by Folder(s)/Category(s): ALLFilter by Tag: NoneName: Upcoming BillsI choose whatever size I want for the widget when adding it to the Home Screen.The data I would like to see in the Widget of every record is:Folder - I understand that showing both Folder & Category can be challenging but I’d like at least the option. In my case I have some categories with the same name under different folders so having the Folder name shown would help me distinguish them easily.Category - This is the name of the category itselfTotal amount - Probably in red color for expenses and transfers and green for income.Due date - Personally, I like the June 20, 2024 format but I will take whatever format is easier. If I can choose that in the settings, that is even better.The icon setup in the Categories section.Personally, I like to add widgets to glance all sorts of information and right now, I would love to have at the very least a Upcoming or Planned transactions widget available but what I am proposing here is way more flexible than that and should satisfy most users with similar needs I think.

kuczenski 29 days ago