General
333 results found
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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 -
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 -
Taxes decimal increase
Intead of only providing 2 decimals (and rounding up) please extend to 3 or even 4 digits to increase calculation precision as it is sometimes required.
3 votes -
3 votes
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Tutorial videos
Are there any instruction videos for this app?
I wasn’t able to find any. For such a powerful app that can do so much, a few videos can remove people from leaving frustrated and wanting to quit using the app3 votes -
Report including totals by accounts
I would really like to have a spreadsheet in the expense report workbook that displays the totals by Accounts just like on the website. All I see is totals by categories. Please let me know if your team is able to make the update on the expense report. Thank you
3 votes -
Need sales taxes in scan
Sales tax line is listed in receipt but not included in total. Need this
3 votes -
Automated calculation of Budgets
In addition to support the idea of easier access and greater focus on current account balances and net worth, I would suggest allowing budgets to be automatically calculated based off of a percentage of average or projected income each month. So for example. I make $XXXX per month on average of income from salaries (Or input the amount). Subtract out all FIXED budget amounts such as Bills and loan payments. I would like my food budget to be 50% of the remaining amount. I would like my savings budget to be 10%. I would like my Shopping budget to be…
3 votes -
Reset my accounts
Am trying to reset my entries. What would be the easiest way to start fresh?
3 votes -
Subscription
At what level does the custom categories come into effect?
3 votes -
Enable .zip reports to download receipts
I have come over from Veryfi, and need to be able to download a zip file each week of my individual receipt images. Are you able to enable this feature?
3 votes -
cant calculate the 15% tax correctly
either i am not sure what is wrong or the system is not calculating it correctly. But that is quite important that if the total amount is captured and if it is including VAT it should pickup correctly or if not it should calculate it if checked. on my account it is not happening
3 votes -
Currency on Account or Batch currency change - too many in wrong currency.
Either set a currency for an account
Or
have currency ability to batch change as too many transactions are incorrect currency.3 votes -
Your app sucks now
Can’t post notes either fix it or refund my money!!!
3 votes -
Make unverified default
The old app version put new entries in an “Unverified” status. The new app puts them in a “Verified” status with no ability to change the default behavior back to the old app style. Please add a setting to control this behavior so we have the option to set which status to use by default when adding new entries.
3 votes -
The support botton isn't working, leads to feedback only. the sync btw an app and the web version isn't working too. dissapointed
The support button isn't working, leads to feedback only. the sync btw an app and the web version isn't working too. disappointed, just paid for the yearly subscription
3 votes -
Calculate Discounts on Receipts
I have a Walmart Discount applied to all my Walmart Receipts, which is what I need to use this app for the most and I would like to be able to somehow calculate that into the receipt when I split up the line items on the receipt. When I do the split, the items are listed at their full price and that throws an error about the totals not matching. The discount cuts the subtotal at the end of the receipt.
Perhaps letting me enter a negative number into an extra Split line item that I can label as Discounts…
3 votes -
pdf-receipt-import via email. Emails are processed, but without attached pdf...
I cannot send pdf-receipts via email. Emails are precessed, but without attached pdf...
3 votes -
Allow for bulk receipt upload from the desktop.
I find it easiest to do the main data entry from my desktop. I tried to email a batch of income receipts in, and NONE of the income amounts were populated. Not sure what that's about. A lot more data entry for me. So I thought I'll upload them on the platform itself. Nope.
In Wave, you were able to use the platform to upload a bunch of receipts at once, and it would process it the same as mobile or email. It's actually confusing why this isn't a thing.
Also, as I wanted to try re-emailing my receipts to…
3 votes -
allow for easy viewing and zooming of attachments
I am learning the platform, which is definitely choppy all around. When I want to look at a receipt attachment, I have to hit "edit" which is silly. I should be able to click on an item and see a preview. So, I hit edit and have to strain my eyes, hit + on my keyboard 6 times, copy and paste into sticky notes or find the file otherwise to see any information.
I should be able to click on the attachment and have it pop up in a zoomable format - for various reasons: ensuring it is the correct…
3 votes
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