Feature Requests

Allowing revolving credit loans to be seen as cash/credit in cash flow forecasting.

I'd love a way to select multiple transactions and apply one or more tags to all of them in one go. This would save heaps of time compared to tagging them individually, especially for recurring expenses or when cleaning up data.

When a new bank is added and all transactions are brought through, it would be nice to go through and click on transactions and bulk categorise, or bulk ignore transactions. An example of this is we recently got married and the 40 or so transactions related to this I wanted to ignore (given its a one off) also noting a real pain, is when you ignore a transaction it refreshes the page (if you are scrolling down into the newly loaded transactions)

When viewing spend overview and transactions, you can filter by date, and if there is a transaction mapped to an account (ie cafe,restaurant) you can view all in that category. it would be great to be able to filter by what accounts (I am using it with personal and a few joint accounts) The reason would be to view how much of spending is joint and how much is personal.

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.

I receive income from multiple sources on different timeframes ie. Weekly Interest income, Monthly dividend, monthly salary, weekly rental income. Being able to manage multiple income sources would be very helpful

Ability to download/export transactions

option or just hide the $0 categories and subcats so it just shows the things you were actually spending on, would make it a lot easier to read

Recently, TSB let users login to the mobile app using their customer ID rather than a dedicated mobile username. However, Akahu currently requires the mobile username making it impossible to connect TSB accounts to SortMe for some users. Akahu plan to update their integration by end of March.

I would love to be able to pull my budget fromthe past 12 months spending rather than 3 months to take into account my fluctuating income and heating bills in teh winter