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grouping records#353

Introduce records grouping option. for example, I have an account of my daily expense. and I have bought a desktop and its accessories. and I did not buy them in same month also. when I want to see that transaction in one place, either I have to label them, or I need to create a separate account. and I already have many labels and other accounts also, So this is very hard to maintain many accounts.

To solve this problem, best way to introduce records grouping. And there will be a main record or default record, the date or month or week will be calculated on basis of that week. this will help us on many other problems. like we have purchased an item, after few days, we return it. we don’t want to calculate the returned amount on next month as an income. so, we can group them.

9 months ago
1
D

yes yes, this will be great if the team can do this. they have done a good job, but many other things should be polished more. now this is up to them, will they upgrade their apps ,or not.

9 months ago
1
C

i love your thoughts. really helpful for us. if they can do this, i will definatly buy the premium. they should fix the group sharing too.

9 months ago
1
A

this is a headache to maintain a same purpose spending in different months. can’t calculate my monthly spending or income properly for this. your idea is just awesome Bro, thanks for this, but don’t know, wallet team will do this or not.

9 months ago
S

not only this, really helpful for investment transaction. as example, if we bought a share or did a investments, in that group, we can add +xx Rs or -xx Rs with a date. so, we will understand the change of my investment without creating extra main records. already have 30+ accounts in my boards for this. For every tour or every shopping, I need to create separate account to calculate them or to keep them in one place. this is not a good thing; we are using this apps for saving our time.

9 months ago

Please add this in next update.sorry to say Yor are very slow in upgrading. I love the app that’s why i have bought this. But please keep upgrading. I have done a bill payment of one friend, and he will repay this in next month. So i want to add that transaction with 1st one. We can understand that this is not the income of this month. This will be great if we have the option to show this two transaction in 1st created date or last updated date. Please give this update asap.🙏

7 months ago
1

This is a screenshot from another app. Why are not you doing something like this. No updates for manyyy months. Please improve the app. Please give us option to create sub transactions so we can track refund,cashback,return. I really have doubts that have you any man power in backend recently or creating a app you have done your work.

6 months ago
1
Changed the status to
More Info
3 months ago

Hello, I apologize if there’s any confusion, but your description appears similar to the existing label feature in our system. If you have numerous labels and wish to enhance the system to accommodate more without clutter, we’re open to suggestions. How can we streamline the label interface for better organization while maintaining simplicity? If this isn’t addressing your needs, could you provide more details on the specific features you are seeking in a new system?

3 months ago
1

Sorry for the complexity, and thanks for giving importance to this. I am trying to explain.
Example 1. I have done a transaction today of 500 rupee on a platform. For an ongoing offer at this platform they give me rs 50 cashback on next month. So basically my expense will be rs 450. In wallet i need to add rs 500 as expense, and in next month i add rs 50 as income. for every transactions like this we can’t create new label. And also i don’t want to add this rs 50 as income for next month.
Example 3. One shop onwner sell some products of rs 500. For 7 days return policy , product of rs 50 returned. So basically he sold rs 450. He wants to keep that both data of 500 and rs 50. He can’t show that rs 50 as income for next month. There should be an , he can add that rs 50 as another transaction with a new date in that rs 500 transaction with another note.
Example 2. I have paid a bill for someone for 500 rs, and i get commission of rs 50. In this case i need to make 2 transaction ,one for 500 another for 450. And if that person give that 500 rupee in next month, very hard to identify that 2transaction as. Yes,i can add a label for this 2 transaction, but how many labels will i make? Best way to do this is give an option to add recurring payment in one main payment.
So i don’t think this problem can be solved by labels. Yes, labels’ interface should be changed, like labels should not share in group sharing, label is also a private thing. And labels need to be grouped also. We already make many labels, very hard to find and select.
In filter there is no option for exclude specific label.
If need any clarification please ask me more but please change these things and upgrade the app. Best wishes from our side❤️

3 months ago
1