Mike

Team

Created PDF Bank Statement Imports Commented on TransfersHi Davina! We have another feature request for this one that is currently in progress and should be out with our next release - https://freebudget.featurebase.app/p/setup-transfers-for-both-involved-accounts I’ll mark this one as closed given the other feature request.Commented on Setup transfers for both involved accountsFor sure! Working on this one as we speak. Should have it out with our next release!Commented on Put a check mark box next to each transaction for balancing maintenance...Hey Peter! Thanks for this request. I think we have another feature request that is similar - https://freebudget.featurebase.app/p/mark-transactions-as-reviewed. But, let me know if you disagree. Feel free to give that one an upvote and comment as that helps us prioritize! For th…Commented on Manual Recurring TransactionsHey! You can find recurring schedules by hovering over the “Transactions” tab and then selecting “Recurring Schedules”. We have plans to add a custom option where you could do x number of weeks/months - https://freebudget.featurebase.app/p/custom-recurring-interval-repeat-every-x…Created Custom recurring interval: repeat every X weeks or months Commented on Add Ukrainian Hryvnia (UAH / ₴) currency supportHey! Yes we’ll add this on the upcoming release.Commented on This FreeBudget is working well for me, helping with controlling and organizing my finances. I highly recommend!!Appreciate the Feedback Joao! Glad to hear you're enjoying FreeBudget.Commented on Advanced reportingGot it, makes sense!Created Manage Multiple Shared Budgets Commented on Advanced reportingThanks for the suggestion! We do have a customizable Dashboard where you can add or remove different charts and metrics. I really like the idea of expanding that with more KPI-focused widgets, things like savings rate, debt-to-income ratio, and other financial health metrics. Are…Commented on Budget TypesThanks for this suggestion! Good news on two of these: you can basically do #1 and #3 today from the Budget tab. For #1, you’ll set an amount in any category for one month, then use "copy to future months", which appears when you hover over the relevant cell, to apply it to the r…Commented on Search by transaction amountHey! Makes sense. We did have that idea in mind but felt the filters were getting a bit convoluted. Let us brainstorm the best way to display this and we can look at getting it implemented. Should be an easy thing to add overall. Thanks for the suggestion!Commented on Bug in transaction calculation@Mahammad Abdullayev - This has been fixed. Thanks again for bringing it to our attention!Commented on Bug in transaction calculationHey Mahammad! Crazy find! Thanks so much for the detailed explanation. I was able to recreate this bug, we’ll push a fix out for it soon. Really appreciate it!Upvoted Bug in transaction calculation Commented on Need EnchachmentHi Geo! Thanks for this request. I may split it up into two separate ones so we can track them both. For #1, are you saying you’d like to see the transaction be added as “Uncategorized” so you don’t have to categorize it while adding it? Then you’d just go and categorize it later…Commented on Make the time filters "sticky"Good suggestion! This seems like it may be a fairly straightforward improvement, so we’ll take a closer look and see if we can get it added soon.Commented on Add numerical sorting for dashboard and reportsHey! In Reports, you can click or tap the header for any month or year to sort the categories by amount, either ascending or descending. However, that sorting is temporary. When you refresh the page, the report will return to alphabetical order or the custom category order you se…Commented on Hide Empty Merchant Image PlaceholdersHey! Those gray “No Image” boxes are placeholders for merchant logos. When transactions are imported through Plaid, Plaid often provides a merchant image along with the transaction. For manually imported or added transactions, there usually isn’t an image available, so the placeh…Commented on Attach Receipts to TransactionsHey Joan! This is a great request and we totally see why it would be helpful. We’ll scope this out to see what would be required and try to work it into an upcoming release. Thanks!Commented on Running BalanceHey Dawn! Thanks for submitting this. Definitely understand why a running balance is important. We’ll take a closer look at what would be involved in adding this and consider your feedback as we prioritize upcoming releases. Thanks again!Created Mark Transactions as Reviewed Created View Expenses in Hours Worked Created Voice Transaction Entry Commented on Hiding Unused CategoriesYep! Tags are great for short-term things like vacations, events, projects, or anything temporary. Some people also use them as another layer of reporting, like tracking tax deductions, partner spend, or a specific goal. For categories, I think the cleanest approach would be to h…Created Show Uncategorized transactions on the Dashboard and in Reports Commented on Hiding Unused CategoriesHey Brad, We already have this functionality built into Accounts and Tags. I think we’d be able to do this pretty easily. Tags can be a good use case for specific tracking that is temporary but I can see why you may want to have a temporary category to budget against. One questio…Commented on Manual Recurring TransactionsWe’ll look at adding those schedules as well. The infrastructure is there so shouldn’t be a big lift. Quick question to confirm though, by bimonthly, do you mean semi-monthly (i.e. Twice per month) or every other month? For semi-monthly, the easiest way to do this currently would…Commented on Flexible Timeline DirectionHey Mike! Yes, the reason it defaults to current month on the left for reports is because we felt it made more sense to see it immediately upon page load vs having to scroll to the right on desktop. On the budget it sorts that way as well but by default the full year is shown so…