Mobile App

So that it’s easier to spot new transactions in realtime without checking emails

In the mobile app, include a Net Worth graph and allow viewing historical balances.

It's not currently possible to add, revise or delete categories in the app and you have to go to the web app to do that.

It would be great to have a quick button to view unreviewed transactions directly, rather than needing to go through the filter menu. This would make reviewing recent transactions much more seamless.

With 2FA needed for my accounts - there doesn’t seem to be a way to refresh or sync the accounts pushing a 2FA to happen. So I can’t actually use the app until I log in to the web app and pull latest transactions.

Currently, you can filter by Payee, Category, Tag, and Status. It should also be possible to filter by Date, Amount, Notes and Account.

The mobile app allows editing of transactions but no ability to delete transactions, which seems like an obvious omission. Having to pull up the web app just to fix an errant entry is unnecessarily complicated. Is this a bug, or a pending feature? (I could not find anything already listed about this) I don’t know if this is related but there was a previous feature request to allow manual entries to default to “last used” for date, account (and currency). But it’s not working that way on either the Web or iOS app. Using the mobile app for entires is tedious - date goes to current day, account goes to no account, and currency goes to USD. BUT on the Web App date goes to some random day in 2024, account goes to “cash spending” and currency goes to top alphabetically of the ones I use. �

Currently, without an internet connection, I cannot enter any transactions. This means if I have a cash expense, there is no record and I need to remember to enter it when I have an internet connection again. Therefore it would be great if I could enter transactions without an internet connection from the app. (As a hobby project, I am currently tinkering with such an app myself, but it doesn't work yet.) I understand that syncing is a difficult problem. For my use case, it would be enough if the transactions are stored in a queue while offline and synced when I open the app again. This would allow me, when I notice that a transaction is missing, to simply open the app, see that it syncs some transactions, and go back to what I am doing. However, all categories and payees should be cached so that they can be auto-suggested when entering transactions offline.

I have most categories in the web app to rollover each month. However, those rollovers don't appear to be honoured in the app, as I have a lot of incorrect amounts in the "Difference" Column. The budget display should be the same in both versions of the app.

Add the ability to split and unsplit transactions in the mobile app.