Feature Requests

I really need to be able to download the data to Excel for each month, quarter, year rather than all of it at once. Makes it easier to sort through in Excel for statements with tons of line items.

Please make the visual chart analytics/data downloadable into sheets and/or PDF. It would be great to save them in Drive monthly to look at the progress etc.

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.

It would be helpful to have the ability to move documents that have been downloaded to a local computer to a separate folder or archive in order to be able to track which files have been downloaded

Have an option to view documents (recent, archived, etc.) in a "detail" format where it lists the date uploaded/edited, full file name, category, amount, etc. to be easier to find the document than with the tiles.

Convert foreign currency transactions to the default currency

Just a simple file hash check to ensure that documents haven't already been uploaded.

I've observed that any of the receipts that are renamed using the amount on the end have the zeroes truncated... Example: 2025-04-12-Great_Clips®-$21.0.pdf