My top 3 most wanted would be
Edit pending transactions
Bank logos/info in spending and committed spending lists
An accounts section view that groups accounts by Bank
My top 3 most wanted would be
Edit pending transactions
Bank logos/info in spending and committed spending lists
An accounts section view that groups accounts by Bank
Hi thanks for the reply.
So what I mean is this:
The Amex at the bottom is a credit card but hasnāt been picked up as excluded. The nationwide is as well but is picked correctly that it should be excluded.
Itās interesting ā¦ the recent transactions screen doesnāt show the Amex transaction for some reason. I have to go through Accounts to see the transaction that came out of the account. Iāve compared the nationwide and Amex transactions and it seems nationwide Has a linked payment while Amex does not have a linked payment! Could that be the issue?
Thanks
For receipts being pinned to a transaction, could we have a way of giving the app read only access to particular purchases for example if the app had read only access to my Amazon account, have an API to generate a digital receipt ?
A live section updating users of integrations being tested/soon to be integrated.
A traffic light system could be cool for this? Red canāt integrate yet, Amber in the process, etc?
Or even a simple , , next to each integration?
Traffic light system - perfect!
Can you reach out to me via chat regarding this? We can get it solved over there
A tab to show credit utilisation percentages across multiple credit cards would be cool.
ā¢ LINE OF BEST FIT (Tangent) for graphical summary
Do you mean the graphs on the accounts tab?
The lines already represent fitted lines to some extent. They are smoothed versions of the underlying trace - probably via a moving average or polynomial fit.
Tangents fitted to these would represent instantaneous rate of change - how quickly your balance is changing - not a best fit.
@edoardomoreni would be cool if an toggle was implemented between Net Value to Debt to income Ratio, would be handier if people are using your platform to get out of debt
To boot the App Store and the website doesnāt have the up to date UI in the images could we have a refresh ??
@edoardomoreni andā¦ pending transactions I use the app to split shopping bills, understandably canāt do it whilst a transactions pending, by the time itās settled Iād have no point to document it so where Iām getting at is, is there a way for pending transactions to be organised and categorised, if the transaction does change can you make a rule at your end to delete the transaction including the amendments so it doesnāt make it mess up the analytics. Orā¦ add an exemption option to particular pending transactions so you could declare itās defiantly not going to change and it will definitely go through, covers every bodies arses then
Have a read of thisā¦
Crikey had no idea this was going on for so long Iāll be a more in-depth read and get back to you
Having a read through, I know this may sound really basic, canāt we just have a PIN or bookmark function for transactions so you can set it aside until the transactions complete, like if I had a list of pinned transactions so I can quickly come back to it, surely would be outside the API ? @antonio Hi Antonio not spoke much before thought Iād tag you to get your view
So youād have a list of all your transactions, and you could almost tick which ones you needed to come back and re-categorise etc?
YES ! thatās exactly it! pending transactions , hit like a star, create a pending transaction reminder tab or a way to set a copy of the transaction aside until it clears this is what I meant on the CSV Exportation thread
Itās a cool idea!
Thank you