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Grouping Expenses
Ability to group expenses
0
2
Category for Rental Property Expenses and Mortgage Repayments
A category for recording rental property expenditures and mortgage repayments
0
3
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
Ability for income and expense for 'Rent' category
It would be great to be able to have a RENT category that can be be both an expense category but also reflect income that offsets the expense, eg. if you pay rent but then also get rent paid to you from someone else that offsets this amount (boarder/business rents a shed etc...).
0
1
Net Worth Overview
Ability to display Net Worth in a graph/pie chart to see how it is diversified
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
2
Essential and non-essential
Would be nice where it is broken up into essential and non-essential, goal allocation and surplus/deficit to be able to see how those percentages are broken up and what is under each so I can gain insight into what's non-essential and how the money under goals have been allocated for sorting out money allocation.
0
4
Ability to apply "apply to fast/future transactions" when Ignoring a transaction
Currently when I mark a transaction as "Ignored" there's no way to apply this to existing or future matching transactions. It would be useful to be able to apply the same feature when I change a transaction's category and it asked do I want to apply this to past/future transactions.
0
3
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