Feature Requests

Sometimes I get behind on assigning transactions. It gets really time consuming to reload the list in sections when assigning past transactions.

Whenever you have a filter applied in the transactions tab and modify a transaction (ex the spend from field) it clears whatever filter you have applied.

It would be awesome if when a transaction is rounded up that instead of needing free to spend dollars it would transfer from the bucket that the transaction was assigned to. My wife and I operate with our budget with no free to spend, every dollar has a purpose, so round ups always cause issues But I love the idea of setting aside as an easy savings.

Using a keyword match would resolve a lot of expenses having to be manually assigned to transactions. Example transactions: Grocery Store 110 E Ave 47372 Grocery Store 27738 w Street 47473 Both are the same store, but report differently at random times because of insanity (I assume). So being able to associate the expense and transaction based on the keyword(s) grocery and store would be super helpful. This request is not related to grocery stores specifically, it happens with tons of organizations.

It’s too hard to find the sync button. It could be way more up front. I don’t do it often so I have to remember how to do it every time.

a.k.a Future Known Transactions In these exact cases where banks/plaid/MX are slow to update you should be able to manually add a transaction to DAS. In this case, you can stay up to date and when DAS finally gets your transactions, it'll take the place of that manual transaction. I'm thinking that those transactions would only stay in the app for 2 weeks. If it fails to get matched in DAS it'll reverse that transaction. I want Plaid/MX to be the source of truth and don't want users to shoot themselves in the foot trying to add transactions that aren't seen via the bank (ex: cash transactions, tricks to force a different balance amount, etc) Add option to edit user-facing datetime of a transaction

I'd love it if there were net totals next to the dividers for each day's transactions, so I could see the net flow of money that day. I'd also love dividers for each month and year, as well as a total of everything at the top if doing a search.

It would be nice to be able to add custom images for transactions

Currently I have Round Ups enabled, but it triggers on everything! Including the not-insignificant number of money transfers I do between my various accounts. This inflates the round up amount quite a bit and I'd prefer it to only actually trigger with spending on credit card and debit card transactions. Not sure if DAS can tell the difference between a debit transaction and an ACH withdrawal, so maybe have a button to trigger / reverse a round up if it gets it wrong.

It would be great to be able to add hyperlinks to the details of a transaction, clicking them would open up an externally hosted image, file, or website that you want associated with that transaction. Like a bill or a receipt. Can be used in addition to locally hosted files, and as a substitute for locally hosted files until that feature is available.