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Feature Requests

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csv upload
Just upload a CSV exported from my bank with all transactions and automatically categories them in typical categories and sub-categories.
1
·

under review

overview of all bought materials
I would like to analyse all building materials with option to subcategorise for wich project it was used and export to excel
1
Receipt PDF Label detail
I would like to export the Receipt PDFs labeled with Receipt Amount, Receipt Date and Vendor Name in the file name. Currently receiving Date and Vendor Name only. Also receiving quite a few "Unnamed" receipts with Date only in the file name. The uploaded Receipt PDFs are being converted to .jpg format rather than retaining the original format.
2
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under review

Export Parsed Data With Options
I need to export parsed data (from my bank savings account) either with income with "+" or expenses with "-"/. The other option is to have income in 1 column and expenses in another column
0
Expenses Sorting By Alphabetical Order
Every time I add a new expense category, it is not being sorted by alphabetical order.
0
Expense Overview Dashboard
1
·

planned

Document Ordering
Allow ordering by statement dates
1
·

planned

Custom Rules for Categorization
1
·

under review

Email Integration
1
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in progress

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