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[Bug] Incorrect CSV import account duplication

When importing using CSV, it creates a duplicate account for every transaction and for the account it didn’t duplicate, it doesn’t list the transactions under it correctly. Not sure if it’s relevant, but there is an also empty transactions account for the account that was duplicated that is also empty. Might also be relevant, but when starting fresh and I import a CSV, it imports all rows correctly. If I instantly try to import again the same CSV with ignore duplicates selected, it only skips like 30% of the rows instead of skipping all. Version 3.1.15

mhmd21 10 days ago

1

Feature Request - Support for "Historical Cost" Exchange Rates and Automatic FX Gain/Loss Tracking

I often exchange CNY for foreign currencies in advance. I want my bookkeeping to reflect my actual exchange cost instead of the market's real-time rate. Proposed Workflow: 1. Exchange Record: Allow users to log a manual currency exchange (e.g., CNY to USD at a specific rate). 2. Expense Logging: When logging a foreign currency expense, the app should use that fixed historical rate. 3. Automatic Split: The system should automatically split the transaction into: • The Expense: The foreign amount converted to the default currency at the real-time rate. • FX Gain/Loss: A separate entry representing the difference between the real-time rate and my historical fixed rate.

Wesley Wei 10 days ago

CSV Data Import - Not Working

This feature is not working properly anymore: When importing 10+ rows, it looks like expenses are processed but the app gets stuck loading, the only option then is to force quit and reload the app - imported expenses are then missing. The solution is to import 5-6 rows at a time, but it is not practical for 100+ expenses. Often the imported rows are duplicated.

Raul Campoy 12 days ago

2

Travel Mode

When traveling abroad, it takes waay to many taps to make an entry in another currency. Having used other finance trackers in the past like TravelSpend, I know this can work easier. Here are som suggestions to make entering expenses while abroad easier. Just one of these would improve a lot! Travel mode: let the default currency (with conversion)for new entries be a different than the Budget books’ currency. Easy to activate when travel start, then deactivate at the end of travel. New entry defaults to the last used currency (with conversion to budget book currency of course) New entry dialog defaults currency to the currency of the currency country according GPS. I think the middle one might be a good and easy option, just default new entry currency to be the last entry’s currency.

erikw 12 days ago

Add Tags to contacts

I love that when you select an contact all saved data from that entity is being transferred to the transaction, e.g. account, category and location. It would be great to also set Tags as contact defaults. As for my case: I have multiple stores of the same grocery store brand as separate contacts and group them with the brand name as tag. So in the stats I see where I spend most money, not only the overall store brand but also the exact stores. I use tags for this since you cannot nest categories inside a folder

Thomas Artmann 15 days ago

Add contact image to contacts

I’d love to add images to contacts, e.g. for the Grocery Store I visit or the company whose service I’ve subscribed. I think you could also add a new option which allows us users to select what image is being shown in the transaction list where the category Icon is being used as fallback when the contact has not been set or the contact doesn’t have an image.

Thomas Artmann 15 days ago

Archived Accounts Remain Active in Filter Toggle

When you archive an account, you can no longer toggle its filter because it is hidden from the filter list. If the account's filter was applied before it was archived, it remains active in the background. Currently, a user has to manually unarchive the account first just so it shows up in the filter list to toggle it off. Archiving an account should automatically clear it from any active filters.

Mark John Balcueva 16 days ago

Add Group By and Sort Functionality to Manage Accounts

Currently in the Settings > General, only the Manage Categories, Manage Payees, and Manage Tags can access the Group By and Sort functionality. I think it would improve the UX if Manage Accounts had the same grouping and sorting features. Being able to see the general distribution of what category the account is mostly used for. Although this behavior is possible in the transaction tab, adding it to the settings tab where it can be grouped would be really good.

Mark John Balcueva 16 days ago

Pin currencies

On the screen shown in the screenshot, I would like to be able to pin my frequently used currencies. This is because I frequently make payments in CNY, HKD, USD, Malaysian Ringgit (MYR), and Singapore Dollar (SGD). However, every time I need to find the Malaysian Ringgit or Singapore Dollar, I have to scroll through the list for quite a while. —- Btw, I would like to be able to disable the 'Suggestions' feature.

Chiyue 17 days ago