Skip to content

General

333 results found

  1. Credit Card balance should subtracted from net worth, Expense should be added to expense

    It seems like credit card expenses are being subtracted from the starting credit card balance?? This is backwards. If I enter a credit card balance, and add in expenses, it should ADD to the balance. And total should be subtracted from net worth since this is a debt. Major flaw and does not show balances correctly.....

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Add tax total to summary page

    I would like to see the running total for the HST charged without exporting to CSV

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Make the automatic crop as a user setting

    you should be able to turn the automatic crop permanently off through settings menu

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Multiple expense categories/amounts to one receipt

    Is there a way to split one receipt into multiple expense categories and amounts? If I shop at Target and buy diapers, dog food, bananas and toothpaste, I want to be able to appropriately categorize those expenses. I’m only using the free app right now. Maybe this is already available through the purchased version?

    27 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Deducting credit card balances from net worth

    Credit Card balances should not be added to balances in cash accounts. Net worth should be reduced by the amount of debit accounts.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Salary to Salary

    Rather than monthly tracking change the budget and expense period from monthly to pay check dates

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Full Refund

    Currently, refund can be done only if the refund amount is less than the original amount. What if I got a full refund? Just happened to me last week when we ate at a restaurant. As a workaround, I just deleted the entry though I still want it to be seen in my records.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Colors in Budget

    Currently, the colors are:

    If Expenses < Budget = Green
    If Expenses >= Budget = Red

    Every time I see budgets in red, I immediately look at the amount. For me, red is very alarming and means negative. Can it be changed to this?

    If Expenses < Budget => Green
    If Expenses = Budget => Blue (or Orange?)
    If Expenses > Budget => Red

    It’s just a suggestion. :)

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Need to fix collect Marchant name

    There is bug with not able to capture Marchant name correctly. Most the time i had to manually add it. It be nice if bug can be fix

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Adjust UI to avoid accidental deletion

    On the edit receipt screen, “delete” And “ok” button are placed too close together. Having big fingers, I pretty often delete receipt instead of saving it, which is pretty annoying

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Show expense category on scanned receipt

    Hello - we are brand new users and thus far love what we see. My husband will take pictures of receipts and much of the time the default category is fine, but one can not see what the default category is for a newly scanned receipt without having to go to the receipt detail screen. If the default category would show with the vendor name, amount and date, then if the default is good, no further clicks are needed. It will also remind him to change it to the right category if it needs changing (now it is too easy…

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Color Schemes

    Love the app but really wish I could change the color schemes. I’m more of a gray tone guy and don’t like all the pea soup greens and yellows and what not all over. Would make it much cleaner looking if you could change colors.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Deleting scanned pics

    I wonder if there should be a confirmation window when you delete a scanned picture of a receipt. I know if you have the check but it won't be deleted but you never know.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Read tax line and add

    The sales taxis already on the receipt. Please read it. Thanks

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Adding new category

    I think it would really help if new category could be add directly from the new recipes window...
    If a category is not there when adding the receipt adding it from there would help a lot.

    19 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Hold and Drag

    Would it be possible to have a ‘hold and drag to reorder’ function with this app? I know we can sort by date entered, amount, etc but sometimes we may forget to add one in and would be nice if it could be put in the same order as it appears on our bank statements rather than redoing. Thank you!

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Duplicate entries

    Could we get pop up or something to alert us when we make a duplicate entry? Keep having this issue.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

General

Categories

Feedback and Knowledge Base