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Default transaction period
I get paid monthly, right in the middle of the month. So don't see any income for at least 3 weeks. It would be good if I could set my pay frequency in my settings so that the transactions page etc default to that option. (Also to have the month as the option rather than 30 days)
0
1
Rollover and Accrue unused budget to next month
If you have any unused budget for this month, rollover the remaining budget and accrue it to next month's budget
0
2
Transaction Details
Hi, It would be great to see more of the transaction details on the transactions page. i.e paypal show in the income column with a reference, but don't in the expense column - each transaction can be for very different things.
2
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under review
3
Modify Assets with a "Rules"
Assets/Liabilities are often in partnerships (personal relationship/business). It would be great to be able to add a rule to accurately represent personal net worth based on rules applied to each automatically populated asset/liability (such as 50% of value).
0
1
Improve salary detection to allow for some minor variance
Currently if you have a consistent salary, e.g: $2.5k per fortnight hitting your bank account but pay cycles it varies by a tiny amount, the "Upcoming Transactions" feature doesn't detect it properly.
1
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in progress
2
Category for Rental Property Expenses and Mortgage Repayments
A category for recording rental property expenditures and mortgage repayments
0
4
Transaction Tagging
Provide additional context and organisation to transactions beyond the structured categories. Allow users to classify transactions according to their specific needs or preferences through tags. Thsi will give the you the ability to group transactions together for reporting purposes like 'xmas' or 'wedding'.
3
24
Categories for Non-Life Insurances
Ability to categorize non-life insurances (home, auto, travel, etc.)
0
2
Ability to set different budget categories on different time periods
I would like to have a monthly varied budget setting. For example, rate is on quarter based, set month budget as average doesn't reflect the real flow.
4
30
Net Worth Overview
Ability to display Net Worth in a graph/pie chart to see how it is diversified
0
2
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