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

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Credit Card Balance

I have not found it, so I want to ask for something like this. The balance I see on my CC is the one spent. Is there a way to see it the other way around? How much can I still spend? Example: Spent 3000 pesos on a 9000 pesos card. It shows 3000. For me (at least) it would be better if it showed 6000. Or maybe 3000 (6000) or something like this Also, an easy way to change CC limits. One of my banks decided to reduce it to protect me (according to their message) and I had to delete it and re-add it to fix it.

RickRobles About 8 hours ago

1

Formatting options for transaction lists

I am new with this app and very excited with its possibilities. My initial intention is to use Budget Flow to get a sense of my spending habits using past data. So I proceeded to import the data of my credit card past transactions straight from a .csv file. The first thing I noticed is that, despite the ability to list transactions using different criteria, the format for each item is the same: “Category” followed by “Account name”, as seen in the picture. It would make much more sense to use “Payee” (which I link to “Description” in my csv file) followed by “Category” underneath. The way it is formatted now by default shows the “Category” as the primary data (which is relevant but not as much as the actual description of the charge for each individual item) followed by “Account name” (which is absolutely irrelevant in each item as long as I am operating within one account). Is there anyway to change this? It’s nice to be able to change colors and icons but one would think there are more critical aspects to keep in mind when it comes to configuring the way data is presented.

Pau About 9 hours ago

Change Month range

There’s already a feature that lets us tell the beginning of the month. However, in my case at least, when I choose the 25th I do not mean that my month “starts” 25 days later the actual first day of the month. I mean my months start ~5 days earlier. Meaning, now on the 25th March I want the transactions to be considered for the month “April”, not March. It’s like April starts at 25th March. There could be a way to change this, to define that begging day is not necessarily referenced to the current month, it’s more like the beginning of the next month. Is this making any sense?

alexpereira About 16 hours ago

1

MacOS navigation bug

In budget flow on macOS, in settings when I click on an account or a category in a list, it only ever opens the first entry in the list. It’s almost impossible to open the specific account or category in MacOs settings - have to do it on the iPhone or iPad app. The video shows the problem. I’m on the latest versions of the app and the OS. Have tried to delete and reinstall but the issue persists.

ssmmuu 8 days ago

There would be a lack of connections between budgets and accounts

The truth is that the app is incredible I find a single flaw that if you fix it.. it would be incredible and that is that the. Accounts should be Global. And decide whether to share with Certain Budgets since if I have in my personal account I must spend from there for the budgets that are created and there is no kind of connection between budgets. If you correct that. It would be amazing, thank you

Mauricio Andrés Ospina 8 days ago

Improvements for Shortcuts Actions

Provide actions that return lists of categories, accounts, tags, and other relevant metadata. Allow the “Create Transaction” action’s Type to accept variables instead of requiring manual selection. I use a Shortcut to help me log expenses automatically, triggered by SMS automation, OCR-based text recognition from screenshots, or GPT-powered image and text analysis. Sometimes, I can determine the category automatically, but other times I can’t. Right now, I set the category as a variable and manually adjust it later. If there were an action that returned a list of categories, I could select one when the category isn’t automatically determined (of course, I could manually create a list, but that’s less convenient). Additionally, since the type field in the “Create Transaction” action doesn’t support variables, I have to use an if condition to create two separate “Create Transaction” actions instead of handling everything within one action. Allowing variables in the type field would make the process much more seamless.

Neurogram 9 days ago

1

Ability to Set Folder Budgets

It would be really helpful to be able to set a budget for an entire folder, especially since some categories can have variable expenses, such as non-essential purchases. Setting a folder budget would make it easier to allocate budgets for individual categories within that folder. For instance, I might not spend $100 on a specific category every month, but I would like to see how much I have left to spend on other categories within that folder.

trufflepop 10 days ago

Account grouping

It’s absolutely essential to be able to create custom groups of accounts. For example, a “Day to Day” group of credit card, checking account, cash in wallet. Another group is “Savings”, etc. We should also be able to see the total of each group (groups should be collapsible) and we should be able to set the currency for viewing the group total, on a per group basis.

ssmmuu 14 days ago

Currency conversion IMPROVEMENT

I know this has been mentioned before, but no changes were made, so I’m asking again.. Could we please have the option to specify the amounts in both currencies when transferring between currency accounts? Conversion rates differ from place to place, and it would be much simpler to enter both amounts (EUR paid and USD received, for example) and let the app calculate the conversion for us. I constantly struggle getting the amounts correct, and if I don’t want the amounts displayed in the app to be inaccurate then I need to tweak the conversion rates every single time. It’s just a huge pain as it is now.

Gabriel 17 days ago

1

To improve foreign currency transaction handling

Hi, I’ve been using your budget app, and I find it really useful! I wanted to suggest a feature that could improve the management of expenses in foreign currencies. It would be helpful to record transactions including the currency code in which they were made. For example, when paying by credit card in a country that uses a different currency than usual. The idea is to allow users to enter two amounts: • Original amount, in the transaction’s currency • Local currency equivalent, manually entered by the user This way, travelers or those making purchases in different currencies could have a clearer overview of their expenses without needing external conversions. I hope this can be a valuable suggestion to enhance the app! Thanks for your work, and congratulations on a great tool. Best regard, Mauro

Mackley 18 days ago

Account total doesn’t show correctly

When a timeframe in the past, e.g. 2024 is enabled on overview page, the settings → manage account page is not correctly shown the actual current amounts, even though it shows all transactions. Recreate issue: Timeframe is set to 2024 on overview page. Than go to settings → manage account. Click on any account. The account total is from the last day of 2024, even though it shows the transactions from after 2024

YD 20 days ago