Hi all, I fell behind on classifying my unassigned transactions. I noticed that it does not go more than 100. But also noticed that some older unassigned are not there anymore. Do the older ones come back into view as you assign the mos...

Since the last update of the web app every time I use the PDF button to upload a PDF Expense Report for a custom date range (i.e. 08/01/2023 to current) the website stops responding. Is there something I should be doing differently?

Is there a way to add Memos to transactions when Splitting? Or is the current way to back out after splitting, find the transaction and then add memo? TIA!

I can not figure out how to use the goals feature. I’m so frustrated :(

How do I plan for spending in future months ? I can’t figure out how to advance out of Feb.

Barry

I am trying to get my transactions from my bank to show up but only one bank is pulling over. Is it a bank issue or something with app setting I am doing incorrectlu

I use FaithFi Pro primarily to track my income and expenses by general categories (envelope groups) and their sub categories (envelopes) across each month. To do this I exported the Cash Flow Report (must be on web and not app) and saved it...

I mistakenly split a transaction. How do I undo the slit, so that it appears as one transaction again? Thanks in advance for your help!

Little star

I previously used Mvelopes before it was closed out. One of the best features they had was the ability to enter a transaction when it was made and then match it with the transaction when it posted to the bank account. This would be especial...

If I categorize my pending transactions I have to redo it as soon as item clears. Would be nice for it to remember that transaction. I have autocatagories turned off because a pain to undo and set to manual or delete as list too long!as so...

Hi, I have been using a different app and want to switch, but I have some questions. In the envelopes, is it possible to view transactions over time, or am I limited to the current month?

It would be great if this app no longer rounded and simply required amounts to the penny. Thanks for considering.

There should be an option like others apps where we can see reports on how much we spend each month and compare between months.

It would be very helpful to add a filter to only show Unassigned transactions on the Transactions page. I prefer the layout of this page to the Assign Transactions window from the home page. I am not a daily user, so I often play catchup ev...

Hello, I recently activated my Verizon credit card. I then set up my phone bill to be autopaid through the card. Once i did that the transaction for the bill is no longer recognized by the app. Any help? I've already checked my end of mont...

It would be helpful to be able to see the total of the balance in all the envelopes in an envelope group.

Thank you Thank you for the memo line for envelope transfers!!! This is incredibly helpful to me!

It would be helpful to be able to edit the text for automatic categorization and have transactions categorized using "contains". For example, I have two monthly transactions that always start with "Deposit Dividend", but the reset of the te...

It would be helpful to have the following features on the Expense Report: 1) include group name, 2) longer group and envelope names, 3) ability to sort expense report by user's envelope order, 4) show the monthly average for the date range,...

Okay, so I've got the monthly Plan thing figured out. I am auto-funding all the envelopes I want on the first of the month. I'm all set for February.

Here's my question: What if I don't create a plan for future months? Will the system sti...

Is there a way to add a memo to a split transaction?

added a post for requesting the feature that mvelopes had. it was called sweep. it was a multi transfer entry method that allow you to enter multiple disbursements to multiple envelopes in on entry screen. to and from could both be from on...

I would like to request that current envelope balances be listed on the Plan screen. It’s helpful to be able to see the current envelope balance while setting up my monthly budget (Plan). This will enable me to quickly see if I need to add ...

I assume that money assigned to envelopes account for funds in both checking and savings accounts, yes?

I'm lost on why you cannot split a manual transaction. Please allow manual transaction to be split.

I'd like to see the ability to set certain auto-funds to maintain. Ex. you want your gas budget to be refilled to $100 every two weeks. That way, if the balance prior to funding is $20, it won't be unnecessarily over-funded above $100. And ...

I’d like to see the ability to add transactions manually even in a synced account! then, have the ability to match the manual transaction with the downloaded one when the app syncs to the bank account. Many times I like to keep a closer t...

Hello there! I am new to the moneywise app and am loving it! Is there a way to view the previous or upcoming month’s budget? Can’t figure out to change from the current month.

I was just wondering if there are any plans to add in the ability to track assets in the app. It currently will only see the debt I owe on my house but not the value of the house that offsets it and it looks like I am way in over my head in...

Is there a way to scan in receipts and have them tracked along with purchases? I would love to have them in the same app instead of 2 separate apps. Thanks

Can you provide alternate output formats for reports. PDF is fine for printing, but there's no way to manipulate the results. Is CSV format possible?

I would like to see an Envelope Balance Report. The data and format are already in the Envelope display.

I mistakenly deleted a transaction from an envelope. Is there a way to manually add a transaction (in my case a withdrawal) in an envelope?

I am having a horrible time with this app. I assign a transaction to an envelope then all is good. My to be funded will be fine and then the next day it shows I'm negative (I have money to cover transactions in the envelopes). I'll go throu...

I'm setting up the money wise app for the 1st time, but having some trouble setting up the different accounts like checking, savings, or Ira. Once I reach about 7 accounts, it doesn't seem to save the 8th or 9th accounts on the homepage. An...

Somehow, I have gotten my Checking Available for Funding amount (seen by clicking the information icon at the top of the Envelopes screen under the MANAGE menu) out of sync with my Checking Current Balance/Available Balance (seen by clickin...

Is there any way my husband and I can share a moneywise account? Can we both have the app on our devices while using the same account and keep track of finances together?

I love the idea of the auto categorize feature. But some transactions I don’t want to auto, for example when I buy groceries there are multiple envelopes in one purchase. A awesome feature would be being able to choose what merchants auto a...

I only see cash in my checking accounts as available for funding. How do I have my savings accounts reflect as available as well?

Is there anyway to split transactions across multiple envelopes. We often buy things across multiple envelopes in one transaction. I know I can transfer money from envelopes to cover this but wondering if there’s another option.

I like how the placeholder stays on top of the transactions list so you don't forget about it. However, when a placeholder goes out of the date range for transactions, it disappears. That sometimes causes me to forget about some outstanding...

Is there a way to apply a filter to verified/unverified transactions?

How long do I have to wait for transactions to appear automatically on Pro?

I’m brand new to this app but past MoneyWise computer program user years ago. I can’t figure out how to enter , schedule and find my envelopes for my paycheck tomorrow. Is there a tutorial or anything? I heard about this on the MoneyWise...

I just started using this app and I love the way it manages my accounts and categories. I am anxious to see the first reports generated from this and I wonder if there is a feature that allows me to print out reports periodically?

I just got this app. Want to use it to help us track our spending so we can create a realistic budget. What is the best way to get started?

I have a transaction that needs to be split between three envelopes. How do I do that?

Is there a way to run quarterly reports? Something simple like funding and expenses for each envelope would be so helpful for making adjustments in budgets!!!

How do I fund accounts. I should know but I can't figure it out.

Are there any charts or graphs in the app? I would like to see a quick overview of how I’ve allocated my expenses.

Is there a way to edit Manual Accounts (rename, change the account type)?

Be sure to update your mobile app to 1.4.0!

In this newest version you can:

1. Join Community Groups to follow topics of interest to you. More groups coming soon!
2. Change the transaction import day for your Connected Account- simply go t...

Is there a way to put percentages in while planning your budget. For example, if I’m planning to tithe on 10 percent of 100 every month, to have an auto generation of what that percentage would be? In this case 10 dollars? Thanks