Updated "Quick Assign"
When I go to "quick assign", I would like to be able to select categories to assign to, and edit the amounts. In one easy-to-view, simple screen. Not just assign it all to the first available...
Ignore Accounts toward Budget
Please add the ability to select which accounts’ balances count toward the budget assignment. For instance, I would like to have a savings account and track movements to and from it, but not have the...
Add categories to income
More bank connection options (UK + EU + Aussie + etc.)
I want to be able to connect to banks from UK and EU. Plus the expansion of US and Canada banks, like Fidelity and others.
Fund Half
I do my budget biweekly and LOVE the half payment method having the ability to click FUND HALF would be GAME CHANGER so every paycheck I wouldn’t have to mentally do the math it’ll take my target and...
Split between categories and accounts
Ability to split a transaction between both a category (ex. Groceries) and an account (ex. Cash Account). Very common in the states to get cash at the register when making purchase.
iPad app
Currently works pretty good as a PWA with full functionally, so this would be a lower priority request from me but i feel an app would be easier to use. My biggest issue is that anytime i navigate...
Ability to manually "Match" imported transactions
Allow Users to Track Investments in a Unique Section for Investments
Once Kualia implements additional account types including investments, it would be beneficial to see a specific set of features oriented at tracking investments. Some of the things users may care to...
Credit cards
I very much like how YNAB handles credit cards and payments to the card and how it reflect what is available for payment.