General
26 results found
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Reconciliation - Credit Card Statements
Ability to upload a CSV file of a credit card statement and have Foreceipt match the transactions to receipts. Then the user could quickly validate and check the matched transactions and could apply a TAG to those receipts such as (2023-08 Visa Card).
6 votes -
Be able to see Sub-Category amounts in Category view
A lot of wasted space in the Dashboard -> Category tab. Would like be able to see a further summarized amount of the sub-categories
ie. Where it shows the pie chart and the Category summaries... I have a shopping Category with sub-categories of Equipment, Expendables, Gifts, etc... it'd be really helpful to see a breakdown of each.
I believe the only weird work around is only available on iOS under a Budget tab...
4 votes -
Payments to credit card should reduce balance
There is a serious flaw with the way credit cards are being handled. Purchases should ADD to the balance, payments should deduct from the balance. This should be the opposite of what occurs in cash/checking/savings accounts. This is basic accounting principles. I’m not quite sure how this is wrong and makes me wonder......
17 votes -
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 -
Business year
Would be good to see a business year (user defined year) income and expenses, not just a calendar year.
8 votes -
Yearly budget
Need a cumulative yearly budget too (cumulative of all months to date) so you can quickly see how you are doing on the categories from the beginning of the year
3 votes -
Allow viewers to assign different categories to the same merchant
I love that app would suggest previously entered merchants when typing and allow us to select one, but why not let it remember different categories that we have selected for the same merchant? Maybe just the most recent three? We might go to the same merchant for different products that would fall under different categories.
9 votes -
Sorting by Created Date
When sorted by Created Date, the Created Date should appear somewhere in the cell.
3 votesGreat suggestion! We will check what we could next!
Thanks,
John -
Suggestion
I'd love to be able to import my receipts into tax software such as Turbo Tax, H&R Block, etc. it would make things so much easier at tax time.
7 votes -
Multiple companies
Is it possible to have or add multiple company name, categories or folders with this app?
16 votes -
Currency format
I would like to use comma (isn't it the ISO standard?) instead of a full point for decimals separation when entering the money. In the report date and time stamp does not allow excel to order data properly.
1 vote -
Saving Images from Gmail
I'm wondering if we can save the content and images of our Gmail receipt along with the data we enter and if so how to do it? I can import my whole email (gmail) but not individual ones either.
4 votes -
Simplify The ADD RECEIPT Screen
For people who use only a few features of receipts, you could add a settings menu in the "MORE" tab where users can choose which fields should be displayed when adding a new receipt. For example, fields such as TAGS, REPEAT EXPENSE, RETURNS, etc could be toggled, leading to a much simpler layout.
If adding these extra options would make the "MORE" screen too cluttered, they could all be collapsed into a "SETTINGS" sub-menu.
7 votes -
Refund to original category
Currently it seems when you generate a refund it does not apply back to the original category. Instead, it goes into a general income category. For budgeting purposes it would be best if the refund was applied directly to the original category. For example if I spend $300 in auto/transport out of a budget of $500 and I return $100 it should show that the auto/transport budget has $100 added back to the budget amount. So instead of $20 remaining I really have $300 remaining.
Thanks
9 votes -
Recording expenses in a foreign currency
I'd like two additional fields for any amount I enter in a foreign currency (ie: any currency other than my 'main' currency). One field to enter an exchange rate and another to enter the expense amount in my 'main' currency (which, in my case, is US$). The way this would work is that you could populate either field but not both. Whichever one you choose, the app would automatically calculate the other. For example, if I enter the expense in GBP and the corresponding US$ amount, the app would calculate the exchange rate. If I enter the expense in GBP…
7 votes -
Saving Filtered Items
It would be great if there's a save function for filtered items. I.e: I filtered it to custom date, account type as 'normal' etc.
1 vote -
Sync Merchant Data
Those of us that have setup "Merchant" records associating the merchant with an expense account will find that these records are not synced.
3 votes -
Opens up to something other than summary
Hey!!!!!! I love love love this app! Thank you for all that this app provides!!!! The only thing I was wondering if you could change a setting on the app where a person could choose what he/she sees when we first open the app. Right now, it automatically opens to the summary but I would like to open it to category percentages instead. Thank you for your consideration.
6 votes -
Pay expense from multiple sources
I want to set expense as, say $100. I set credit card payment to actual, $92.50 and account the rest $7.50 as cash.
5 votes -
Bill Due Date
The Due date needs to be same every month. The due date needs to be able to adjust every month. A bill is due on the due date not the day the bill was created. For some reason all my bills seem to be due the day i created them every month not the day i set for the bill to be due.
9 votes
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