Add banks, cards, or other financial platforms that aren't on Plaid

If your bank isn't on the list, you can send us a CSV file of your bank transactions and we can import them into the app for you. Please contact in-app support for more information (message icon at the top left). If you have any specific requests or want to add a vote for anything related, please post a comment below. Import CSV tool feature request: https://easyexpense.featurebase.app/submissions/62f486aa9424ddf248a7ac68 Requested cards: Apple Card (4) Amazon.ca Mastercard (2) - managed by MBNA bank NetSpend (1) Dasherdirect (DoorDash) (2) Koho (1) Lyft Direct Debit Card (1) ONE Card (1) ONE@Work (Even) (1) Sam's Club Debit Card (1) PayPal prepaid with Bancorp bank (1) Requested banks: South Africa Banks (25) Australia banks (5) Canada banks (5) & Credit Unions France banks (2) India banks (2) Ireland banks (2) New Zealand banks (2) UK banks (4) Finland banks (1), airline credit cards (e.g., Finnair) Sweden banks (1) Meta bank (1) Botswana banks (1) Ukrainian banks (1) Other platforms: Revolut (6) Venmo - Business (4) Cash app (4) Splitwise (2) Credit Karma (1) Specific banks: [South Africa] Capitec (3) [South Africa] Tymebank (1) [Australia] ANZ (5) [Australia] Commonwealth (3) [Australia] Westpac (2) [Australia] Bankwest (1) [Australia] Bendigo Bank (1) [Canada] PC Financial (1) [New Zealand] Kiwibank (1) [New Zealand] BNZ (1) [New Zealand] ASB (1) [New Zealand] SBS (1) [United Kingdom] Monzo (1) [United Kingdom] TSB (1) [United Kingdom] HSBC Business (1) [United States] Regions (1) [United States] Security Bank & Trust Company (Paris, TN)(1)

Line Item Categorization (itemize receipt)

Be able to take a receipt like Wal Mart, whose purchases can fall into multiple categories like grocery and pet, and assign categories to each line item. The current workaround is to use the “Split” button to split the expense into multiple expenses and select their categories accordingly. Ideally: 1. Function to apply a different category to each line item on a receipt, while keeping them linked together 1. Strongly mention when a scanned receipt potentially has multiple categories, allowing user to split if needed 2. Note if that item is taxable and at what percent. Make it so we can also track how much we spend on tax. The receipt total might reflect a combination of taxable and non taxable items. 3. Select line items to total the expense (i.e., only extract business line items) keywords: line item catagorization, item line categorization

Fixed Recurring Expense or Income

Ability to add fixed expenses or income that occur after every some given period so we don't have to add same exact thing every month. For example vehicle insurance or loan payment.

Add multiple stops for a trip

Be able to add multiple stops in one trip, or add trips within trips

Export transactions sorted by category then date

For all types of reports, be able to: - Export expenses or transactions with selected categories - Export itemized expenses grouped by category (i.e., sort by category) - see expenses in a report or summary, not each category by itself but all categories together (i.e., select all categories). Currently, the workaround for reports by category is to create a report in the "Reports" tab > tap the "Transactions" tab > tap the category filter (under the search bar) to filter expenses by category > tap the month (above the expenses) to bulk select them > tap "Actions" (bottom right) > "Add to report". Or export a CSV of expenses and sort them by category. tags: export category, expense category, export by category, export categories

Import CSV Tool (manually import transactions)

Import a CSV file of your transactions into the app. This function is usually for those who want to import bank transactions if their bank isn't supported (bank not on list), or those who track their own expenses. Keyords: import csvs, import transactions

Input a negative total as a refund (instead of using refund button)

Currently, users can add a refund/return by pressing the "Refund" button after saving and viewing an expense. Being able to input a negative total or value will make inputting refunds/returns faster.

Automatically back up data to Google Drive or Dropbox

Automatically back up your Easy Expense data (receipts and transactions) by syncing with a Google Drive or other cloud-based platform. Although Easy Expense already stores your data on its cloud servers, this feature request allows users to keep a backup of their own data automatically. tags: backup data; save data

Printing

Detailed printing options Add a print button in the app Add a print button to PDF reports

Option to automatically save scanned receipt(s) directly to device

Please add an option to automatically save each scanned receipt directly to the photo album or camera roll. This lets users skip the exporting step, allowing them to manage/organize the saved receipt images on their phone. Example feature flow: Scan a receipt > Save the expense > Scanned receipt image is automatically saved to device > Continue scanning or adjusting expense details.

Make the automatic Receipt Crop start with whole scan

At the moment, the “Crop” page for receipt photos chosen from my phone’s photo gallery tries to identify a section of the receipt (never works). I always have to manually adjust it to take in the whole picture. Whole picture selection should be the starting point for the crop option. -- The option should also apply to scanning and capturing receipts in general keywords: full screen crop, manual cropping

Add Dark Mode Theme

add dark mode ,my eyes pain with white interface Please add dark theme to the app so I can use it flawlessly

Automatically calculate tax based off total amount

Calculate the tax field based on the total amount (instead of scanning for the tax field) Have an option to select the tax amount on a captured receipt and then once selected, it will auto calculate. keywords: auto tax, automatic tax, sales tax, auto calc, calculate tax

"Select All" button (bulk select action)

A way to select all the visible expenses and manage them (i.e., bulk actions) Should be able to apply to the "Transactions" tab and "Transactions" review Use cases Select all expenses with a certain filter applied Search for a certain keyword/amount, and then select all the expenses Delete unwanted bank transactions in review keywords: expenses action, pick all, choose all

Odometer & fuel tracking

Instead of tracking by saved locations, track distance traveled by start and end readings of the odometer. Add extra fields to include number of gallons filled, date of fill-up, and cost per gallon keywords: odometer logging, log odometer, odometer tracking, track fuel

Subcategories or multiple categories for expenses

Be able to have an expense with a main category with subcategories Ideally, select or set multiple categories for an expense, so users can search for either category. Use case: To track spending on user's motorcycle and gas, they have to make a category called "motorcycle gas". If they can set multiple categories, they can search for motorcycle and gas categories (ideally, singularly and together). Another point of view is if you buy gas and food on the same receipt, it would be nice to be able to search for both

Track Vehicle Maintenance Cost

Add more security features like a fingerprint scanner and 2FA

Add an option to require fingerprint/biometric scanning or code input before the app can be accessed. For logging into your account, have an option for 2FA or multi-factor authentication Additional Security Features: 1) Two Factor Authentication via Authentication codes sent via Email/Authentication App such as Authy, Google Authenticator etc. 2) Single User-Session Restriction where only one device [regardless of device type and access mode] could access the account at one time. Any new login would be alerted via email and the previous session would automatically be terminated right immediately.

Add payment methods to split option

It’d be great to track when I pay for something with two payment methods. -- Ideally, have a way to show the information on one expense rather than split it separately. Or have the option to do both.

Manage settings from the website

There are no setting options on the website? If you click on settings it takes you basically to a page with no options etc.