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 text has portions that change each month, so they do not automatically categorize....

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, 5) ability to create the PDF without transaction details, 6) ability to create CVS with summary information only...

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 still automatically fund all the envelopes on March first since I've set it to auto-fund monthly? Or do I need to create th...

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 one or more envelopes. please add this feature to faithfi (moneywise). thank you....

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 or decrease funds for each envelope....

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 the ability like now, to simply add funds periodically to the envelopes you'd like to see grow week over week and month ...

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 tract on the envelope balances instead of waiting 3 maybe 4 days for the transaction to download, I usually forget about ...

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 debt....

It seems that a search feature is vital for these groups

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 through and take money from envelopes to put into hourly, then everything is balanced until the next day. Then I'm showing a ...

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. Any suggestions? Thanks!...

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 clicking Show Details at the bottom of the Checking widget on the Accounts screen under the MANAGE menu). The Checking Current...

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 and which ones don’t....

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 checks. Is there a way to keep all placeholders at the top of the transactions list regardless of the date range? Thank...

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 broadcast tonight and I’m so excited!...

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 to Manage Accounts to change the import date (Pro only)
3. Update the balance of a Manual account from Manage Accounts. 4...

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