Recurring transfers completely broken
Hi, thanks for such amazing work, been subscribed since more than a year and I love the app. Please there is some real strange things going on with the Recurring Transactions flow: My way of using recurring transactions is: Account A: Credit Card Account B: Savings Account I create several (around 8) recurring transfers from B to A in different days of the month, all with a specific 3,6,9,12,18,24 monthly recurrence. For some transfers the UI shows the entries with no issues and checking the Planned tab you can see all the coming entries in the different following months. Other transfers just disappear after a month, and others not show at all, the information in the transaction remains correct. Recreating would only cause UI showing mixed transactions (income and expense) from different transformer together. Of course the next month some transactions will be created and others don’t.
datascientist83 About 10 hours ago
Recurring transfers completely broken
Hi, thanks for such amazing work, been subscribed since more than a year and I love the app. Please there is some real strange things going on with the Recurring Transactions flow: My way of using recurring transactions is: Account A: Credit Card Account B: Savings Account I create several (around 8) recurring transfers from B to A in different days of the month, all with a specific 3,6,9,12,18,24 monthly recurrence. For some transfers the UI shows the entries with no issues and checking the Planned tab you can see all the coming entries in the different following months. Other transfers just disappear after a month, and others not show at all, the information in the transaction remains correct. Recreating would only cause UI showing mixed transactions (income and expense) from different transformer together. Of course the next month some transactions will be created and others don’t.
datascientist83 About 10 hours ago
Budget
When I change a budget from never to monthly, the result gives me a negative balance corresponding to the total expenses. Today, I am getting a positive number that does not correspond to any expense.
Ernie Dazzling 1 day ago
Budget
When I change a budget from never to monthly, the result gives me a negative balance corresponding to the total expenses. Today, I am getting a positive number that does not correspond to any expense.
Ernie Dazzling 1 day ago
One Master Balance Across All Budget Books
Hi I love using multiple budget books (Personal, Shared, Travel, etc.), but I find it difficult because each book is completely separate. It would be amazing to have: • One master account balance (for example: total income €20,000) • Then divide expenses into different budget books • And still see the overall remaining balance in one main dashboard Right now, if I spend money in different books, I can’t see the total remaining amount across all of them. A “Master Balance View” or “Linked Account Across Books” feature would make multi-book budgeting much more powerful and easier to manage. I think many users who separate personal and shared expenses would really benefit from this. Thank you!
Sri 2 days ago
One Master Balance Across All Budget Books
Hi I love using multiple budget books (Personal, Shared, Travel, etc.), but I find it difficult because each book is completely separate. It would be amazing to have: • One master account balance (for example: total income €20,000) • Then divide expenses into different budget books • And still see the overall remaining balance in one main dashboard Right now, if I spend money in different books, I can’t see the total remaining amount across all of them. A “Master Balance View” or “Linked Account Across Books” feature would make multi-book budgeting much more powerful and easier to manage. I think many users who separate personal and shared expenses would really benefit from this. Thank you!
Sri 2 days ago
URL Scheme for shortcuts
I’m heavily using the app’s shortcuts to automate transaction entry. I’m using the popular Actions app to display notifications with relevant information after a transaction is created. I’d like to open the budget flow when I tap the notification. Ideally, I’d like to get an identifier from the add transaction shortcut and then use the budget flow URL scheme to launch directly in the view or edit mode of the added transaction. It would be great if all the URL schemes were documented.
Budgetflowprouser 2 days ago
URL Scheme for shortcuts
I’m heavily using the app’s shortcuts to automate transaction entry. I’m using the popular Actions app to display notifications with relevant information after a transaction is created. I’d like to open the budget flow when I tap the notification. Ideally, I’d like to get an identifier from the add transaction shortcut and then use the budget flow URL scheme to launch directly in the view or edit mode of the added transaction. It would be great if all the URL schemes were documented.
Budgetflowprouser 2 days ago
bug on ipad os
I purchased the full version of Budget Flow today (iOS). I spent many hours entering data on my iPad (see attached details about the iPad). After that, I also installed Budget Flow on my iPhone. It works fine there (sync via iCloud is working). However, the app can no longer be opened on the iPad. I have restarted the iPad and also reinstalled Budget Flow. But on the iPad, I still cannot launch the app. Please provide support.
chaaab@proton.me 3 days ago
bug on ipad os
I purchased the full version of Budget Flow today (iOS). I spent many hours entering data on my iPad (see attached details about the iPad). After that, I also installed Budget Flow on my iPhone. It works fine there (sync via iCloud is working). However, the app can no longer be opened on the iPad. I have restarted the iPad and also reinstalled Budget Flow. But on the iPad, I still cannot launch the app. Please provide support.
chaaab@proton.me 3 days ago
[Bug] Archiving account causes month by month balance to go negative
Hello, I am not sure since when this started, but it definitely was not the behavior few months ago. So, among other Accounts, I had two that I was operating a lot in the past years, but I closed them last year. In app, I moved all the cash from them, to the new corresponding Account, and archived them both. Back then, I am 100% sure, that clicking on the month in top left corner, showed me a correct balance per month/year as it was before archive. However, since some recent update - apparently my Archived accounts are treated differently now, because the months in which I operated on them, that I got lets say on 5000+, are now below 0. When I unarchived these account, my balances went back to normal. When I will archive them again, then the balances (only for the months in which I used them in the past) will go negative.
Rafal 4 days ago
[Bug] Archiving account causes month by month balance to go negative
Hello, I am not sure since when this started, but it definitely was not the behavior few months ago. So, among other Accounts, I had two that I was operating a lot in the past years, but I closed them last year. In app, I moved all the cash from them, to the new corresponding Account, and archived them both. Back then, I am 100% sure, that clicking on the month in top left corner, showed me a correct balance per month/year as it was before archive. However, since some recent update - apparently my Archived accounts are treated differently now, because the months in which I operated on them, that I got lets say on 5000+, are now below 0. When I unarchived these account, my balances went back to normal. When I will archive them again, then the balances (only for the months in which I used them in the past) will go negative.
Rafal 4 days ago
[Bug] Backup restore messes up all transaction and recurring transactions on multiple devices not syncing correctly
I am using two devices syncing the transactions using the iCloud synchronization. After I changed some of my recurring transactions on one device it did not properly sync to the other device which stilll had the old recurring transactions and synced it back to iCloud. So I created a backup on the main device in flight mode and restored it. After restoring the backup the transactions were correct in the first few seconds but the iCloud synchronization messed up all transactions and removed most of the transactions. To restore the backup correctly, I had to reset the app on both devices, set both devices to flight mode, restore the backup on one device and setup the other device with the iCloud data. Currently it seems to have worked and my transactions are fully restored.
3urex 4 days ago
[Bug] Backup restore messes up all transaction and recurring transactions on multiple devices not syncing correctly
I am using two devices syncing the transactions using the iCloud synchronization. After I changed some of my recurring transactions on one device it did not properly sync to the other device which stilll had the old recurring transactions and synced it back to iCloud. So I created a backup on the main device in flight mode and restored it. After restoring the backup the transactions were correct in the first few seconds but the iCloud synchronization messed up all transactions and removed most of the transactions. To restore the backup correctly, I had to reset the app on both devices, set both devices to flight mode, restore the backup on one device and setup the other device with the iCloud data. Currently it seems to have worked and my transactions are fully restored.
3urex 4 days ago
Expenses and income categorized per person
It would be very convenient to me if on a shared budget shared with several family members to have option to see expenses and income per month AND per family member. Is there a way that each expense or income be attributed to the family member that made it. In that way, it would enable everyone to see their contribution to the family’s budget. Thank you
kappa408 5 days ago
Expenses and income categorized per person
It would be very convenient to me if on a shared budget shared with several family members to have option to see expenses and income per month AND per family member. Is there a way that each expense or income be attributed to the family member that made it. In that way, it would enable everyone to see their contribution to the family’s budget. Thank you
kappa408 5 days ago
UX Improvement: Persist Last Entry Date on New Expense
When I add a new expense, I want the default date to be the last entry date, not the current day. Since I log expenses in batches and not daily, it’s time-consuming to manually change the date for every single item.
Eduard Sucitu (Edy) 5 days ago
UX Improvement: Persist Last Entry Date on New Expense
When I add a new expense, I want the default date to be the last entry date, not the current day. Since I log expenses in batches and not daily, it’s time-consuming to manually change the date for every single item.
Eduard Sucitu (Edy) 5 days ago
Ability to show total spend vs actual spend in budgets
I’d love to have the ability to see the total spend in any budget when going over them, additional to the amount that I've have remaining or exceeded.
Samuel Torrero 5 days ago
Ability to show total spend vs actual spend in budgets
I’d love to have the ability to see the total spend in any budget when going over them, additional to the amount that I've have remaining or exceeded.
Samuel Torrero 5 days ago
Error in the app
When I use the Apple Shortcut to create a new transaction, I set it as an expense. But when I open the app, it doesn’t add to expenses. The amount doesn’t turn red, as if it weren’t an expense.
Diego mdza 6 days ago
Error in the app
When I use the Apple Shortcut to create a new transaction, I set it as an expense. But when I open the app, it doesn’t add to expenses. The amount doesn’t turn red, as if it weren’t an expense.
Diego mdza 6 days ago
Budget bug
Hey, there’s a problem with my app. I can’t see the total amount of my budget and also per categories, when I write 50, the app shows 5.66
Marcela Salazar 6 days ago
Budget bug
Hey, there’s a problem with my app. I can’t see the total amount of my budget and also per categories, when I write 50, the app shows 5.66
Marcela Salazar 6 days ago
Add transactions on behalf of other family members
I make some expenses on behalf of other family members such as kids, parents so I need somewhere to specify whose expense it is in the household. They are my transactions done by me and I don’t expect repayment, but for accounting and budget purposes, it makes it easy to see my own spending or money spent for kids expenses, etc. I try to use tagging right now but it’s not an ideal solution since multiple tags doesn’t mean transactions are split across those entities. Currently participants can be added only via iCloud so request to add a feature for adding multiple people to the app for whom expenses can be made by participants. This is how I imagine the fields: Participants - users of the app (already there) People/payer/entities field - on whose behalf the expense was made. (eg. kids, parents, grandparents, participants themselves). Admin should be able to create entries in settings as we do for payees Multiple selection should be possible if expenses is shared between multiple people. Eg. me and spouse goes for dinner - then I can select both of us in people/entity.
murtazabasrai 7 days ago
Add transactions on behalf of other family members
I make some expenses on behalf of other family members such as kids, parents so I need somewhere to specify whose expense it is in the household. They are my transactions done by me and I don’t expect repayment, but for accounting and budget purposes, it makes it easy to see my own spending or money spent for kids expenses, etc. I try to use tagging right now but it’s not an ideal solution since multiple tags doesn’t mean transactions are split across those entities. Currently participants can be added only via iCloud so request to add a feature for adding multiple people to the app for whom expenses can be made by participants. This is how I imagine the fields: Participants - users of the app (already there) People/payer/entities field - on whose behalf the expense was made. (eg. kids, parents, grandparents, participants themselves). Admin should be able to create entries in settings as we do for payees Multiple selection should be possible if expenses is shared between multiple people. Eg. me and spouse goes for dinner - then I can select both of us in people/entity.
murtazabasrai 7 days ago
Implement actual monetary input for transaction values (UX)
The current transaction value input requires the user to type the decimal separator. It would be way better to have a proper monetary input that handles that. For example, the initial value would be 0.00. Then, the following sequence would be followed to enter 58.76: User types 5, input value = 0.05 User types 8, input value = 0.58 User types 7, input value = 5.87 User types 6, input value = 58.76
cwill 8 days ago
Implement actual monetary input for transaction values (UX)
The current transaction value input requires the user to type the decimal separator. It would be way better to have a proper monetary input that handles that. For example, the initial value would be 0.00. Then, the following sequence would be followed to enter 58.76: User types 5, input value = 0.05 User types 8, input value = 0.58 User types 7, input value = 5.87 User types 6, input value = 58.76
cwill 8 days ago
Credit card and account balance improvement on reports
As a user who does almost all transactions through credit card accounts, the reports, and the way of filtering account balances in the app aren’t helpful. The app should quickly allow me to see: How much I have in my transaction accounts (the real money in the banks) How much I have to pay on my credit card on the next due date All the transactions (how much I did spend) in a given period regardless of the type of the account Currently, the use cases above aren’t possible because: There’s only one filter that applies to both “Account balances” and transactions The use case could be supported by the “pending” feature. However, marking pending as default on my credit card accounts, would require me once a month to set numerous transactions as “paid”.
cwill 8 days ago
Credit card and account balance improvement on reports
As a user who does almost all transactions through credit card accounts, the reports, and the way of filtering account balances in the app aren’t helpful. The app should quickly allow me to see: How much I have in my transaction accounts (the real money in the banks) How much I have to pay on my credit card on the next due date All the transactions (how much I did spend) in a given period regardless of the type of the account Currently, the use cases above aren’t possible because: There’s only one filter that applies to both “Account balances” and transactions The use case could be supported by the “pending” feature. However, marking pending as default on my credit card accounts, would require me once a month to set numerous transactions as “paid”.
cwill 8 days ago
budget
By switching from “never” to “monthly,” the budget shows the total expenses, and the available amount is reduced by those amounts. The application becomes of no interest to me.😱
Ernie Dazzling 9 days ago
budget
By switching from “never” to “monthly,” the budget shows the total expenses, and the available amount is reduced by those amounts. The application becomes of no interest to me.😱
Ernie Dazzling 9 days ago
“Lifetime” setting for Period menu in Overview
I would like a button that shows the entire lifetime of my account, instead of just per year or month or the custom. I want to see if I’m on the up or down generally over the entire lifetime of the account. The year category is mostly useless this early into the year, and I don’t want to re-make the interval for lifetime manually every time. Even a ‘rolling year’ would be very useful.
Riley Leahy 9 days ago
“Lifetime” setting for Period menu in Overview
I would like a button that shows the entire lifetime of my account, instead of just per year or month or the custom. I want to see if I’m on the up or down generally over the entire lifetime of the account. The year category is mostly useless this early into the year, and I don’t want to re-make the interval for lifetime manually every time. Even a ‘rolling year’ would be very useful.
Riley Leahy 9 days ago
Individual Time Zone Settings for each account
I would like to request a feature that allows users to set and switch time zones per individual account. Having the ability to adjust the time zone within the account settings would make expense tracking more accurate and organized when operating across different time zones. This flexibility would ensure that all transactions, reports, and logs align correctly with the selected local time, avoiding confusion in date and time records. It would be great if the time zone could be easily changed within settings without affecting historical data integrity.
Balaji 9 days ago
Individual Time Zone Settings for each account
I would like to request a feature that allows users to set and switch time zones per individual account. Having the ability to adjust the time zone within the account settings would make expense tracking more accurate and organized when operating across different time zones. This flexibility would ensure that all transactions, reports, and logs align correctly with the selected local time, avoiding confusion in date and time records. It would be great if the time zone could be easily changed within settings without affecting historical data integrity.
Balaji 9 days ago
consider open amounts from budgets in the Forecast section
Greetings! I usually find myself looking at the Final balance at the overview, in order to see how if and how much money I’ll have left over by the end of the month. I have set budgets my usual expenses (like groceries and gasoline), that I know I will spend over the curse of the month but are obviously not fixed or reoccurring. My Idea would be to add a toggle switch (one for each budget) Consider open budget as pending expense, and then consider this budgets open amount together with the pending expenses in the Forecast section of the overview. This would make it a Predicted Final Balance, but I think this would be a lot more useful to most users, and you may still disable it. thanks!"
ZufälligerNutzername21 10 days ago
consider open amounts from budgets in the Forecast section
Greetings! I usually find myself looking at the Final balance at the overview, in order to see how if and how much money I’ll have left over by the end of the month. I have set budgets my usual expenses (like groceries and gasoline), that I know I will spend over the curse of the month but are obviously not fixed or reoccurring. My Idea would be to add a toggle switch (one for each budget) Consider open budget as pending expense, and then consider this budgets open amount together with the pending expenses in the Forecast section of the overview. This would make it a Predicted Final Balance, but I think this would be a lot more useful to most users, and you may still disable it. thanks!"
ZufälligerNutzername21 10 days ago