General
83 results found
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Split categories
It would be helpful to be able to split receipts into multiple categories. I have Walmart receipts where I buy a gift, groceries, and clothing items on one receipt. Not sure which category to place it under.
Thank you.
9 votes -
Few add-ons would be handy
Add income and savings icon for each month...savings can also be added on monthly basis...reminders for regular bills to be paid...
9 votes -
Totals at the bottom of the pages
It would be great if it provides the total when you pull up the page. For example when you open the monthly spending, it would provide the month's total at the bottom, or if pulling today's spending, it would also provide a total of today's at the bottom of the page.
9 votes -
9 votes
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downloading reports
Choose how to sort a downloaded report, ie by category, by mechant, by account
9 votesTotal & sub-totals are added into CSV/Google Sheets report at the bottom of the report
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Business Expense filter
Way to filter under business. Expense reports will be much easier if we filter and export that list as email.
8 votes -
Scan OR +Expense for the center of navigation bar
I think it would be a good idea if app allows us to choose between having Scan or Add Expense for quick access. Personally, I never scan receipts and I find it taking more time (though, of course, just a few seconds) to switch to another tab rovfind the Add Expense / Income buttons. Would be nice if we can assign what to put at that very spot which could be found right away. People who prefer to scan receipts could use the Scan for quick access, and those who prefer to enter everything themselves could choose to use Add…
7 votes -
Categories/sub categories
Maybe there's a way to do this but I haven't figured it out. I would like to create new categories, not subcategories.
Also is there a way to send a PDF file of subcategories instead of whole categories?7 votes -
Google Drive Access
Why do you need access and full control of my Google Drive? It seems invasive and not sure what accountability you take on what data, how it will be used and how it can be protected. Why can't it just be limited to a single Forereciept folder?
7 votesWe have changed the scope to access only the Foreceipt folder since last version a couple of weeks ago
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7 votes
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Taxes
It would be great if there were fields where you could break out taxes and/or gratuity (when applicable) for each transaction.
6 votes -
Says no internet connection
Just got the app for iPhone 6s. Impressed with ocr. App says no internet connection repeatedly,but I am my home WiFi with verified internet access. Is there something I’m missing?
6 votesAll, a new hotfix has been submitted to App Store for review. it should be ready soon! Thanks so much for your patience!
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Deposits
It would be beneficial to account for money given to me in my budget.
6 votes -
Returned by cash
How do you account such transactions, when you share the restaurant bill with friends, you pay by card and friends return you cash? I still have to record amount paid by credit card in full, to be able to reconcile bank statement in the end of the month, but how do I record cash (received from friends) to reduce my expense?
Thx6 votes -
Pie charts or graphic representation of expenses
I'd suggest making a graphic visual for different categories of expenses per day, week, month and year.
6 votesHi Everyone,
In both the app and web version, you can already see the pie chart category summary for each selected month or year.
In our Excel report, you can also get pie chart category summary. Please check the below FAQ to find more details about the Excel report function:
Thanks for your suggestion.
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Separate charges/categories on one receipt
Is there a way to easily split charges on one receipt without having to enter it in in multiple categories. For instance, one receipt from whole foods can have a coffee charge, a dining out charge, and a medicine charge. I would like to be able to track them in separate categories, but it looks like I would have to enter it in 3 different steps to break out the amounts in the proper categories.
5 votes -
Transfer of data
What I see I like but how do I transfer data from your APP to a spreadsheet or other program.
5 votes -
Reports
Is there a way to generate reports manually? If not, I think that would be a great feature.
5 votes -
Receipt attachment types
Here we can attach a receipt only in image formate. But many of our receipts are in pdf format.
It would be great, if it can also load many other formats and also can try, to convert them into image format also helps.4 votes -
Bills
I didn't get what is the Bill option on the dashboard. How does it work? I were not able to add any Bill. It would be great if it would be possible to track payables as well. Thank you
4 votes
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