Money Pro

How can we improve Money Pro?

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  1. Net worth in Balance Category = Payment Accounts - Credit Cards

    TOTAL AMOUNT OVERVIEW (= Payment Accounts - Credit Cards) so simple...

    In the balance category is nothing written about how much money i currently do have. I used money for almost 4 years, and it was perfect, now i updated to the money pro and the most IMPORTANT FUTURE is MISSING.

    Please ad a simple line over Payment Accounts with a TOTAL OVERVIEW = Payment Accounts - Credit Cards) That would make this app to the best money app ever... without it, the simple money app will be, much better than the money pro, which would be a shame.

    Thank…

    107 votes
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      11 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
      under review  ·  AnastasiaAnastasia responded

      Thank you for the great idea. We will certainly discuss the opportunities of adding the net worth feature which will reflect the difference between total Assets and Liabilities.

    • Include accounts in total balance / Исключение счета из общего баланса.

      It would be great if we can choose which assets or liabilities we would like to include in grand total of the balance tab. Since we won't spend from some kinds of the assets such as fixed-deposit, and don't have to self-pay for some liabilities, these A&L didnt have to be included in the total of the balance. As a result, we can know real A&L that we have at the moment.

      78 votes
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        12 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
      • Link credit card to an account and...

        When create a credit card I would like to:

        1.- Link that credit card to an account.
        2.- Indicate the begin and end date. In my situation my credit card begins on 26 of each month and finish 25 of the next month.
        3.- Date when your financial entity charge the amount acumulate in credit card, between begin and end date specified at point 2. That amount must be substract from linked account on that date.
        4.- Once charged the amount of credit card, credit must be restarted, substracting the amount acumulate between end date of point 2 and charged…

        58 votes
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          5 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
        • Available balance of the credit card

          Here's an example of what I think would make your app better:

          In accounts I set up a credit card with an opening balance of $3,000.
          My first transaction is for $2,700.
          when on the accounts screen it shows:

          Credit Card
          Balance: $2,700.00
          Cleared balance: $2,700.00

          It would be nice to have an extra line that says "Available Credit" like as follows:

          Credit Card
          Balance: $2,700.00
          Cleared balance: $2,700.00
          Available: $300.00

          I think this would be very helpful in keeping people from overdrawing, plus makes for a better checkbook.
          I look forward to seeing this become reality.

          55 votes
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            11 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
          • Credit Card management budget

            For a personal balance app, like money pro, is a fundamental a right management for credit cards.

            1) Setup maximum amount trust, for example 1500$
            2) Period of validity for transaction, for example 1-30 of every month
            3) Charge day; for example 15 of the next month, when the amount of total expens is charged and the credit available come back to the maximum amount

            AFAIK non "electron" cards, has a different system of a normal payment transaction, because "buy" on a date, but the debit occurs only on the expiration date of the card.

            So the balance today need…

            50 votes
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              7 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
            • Customizable grouping of accounts

              Let say i have 5 accounts in payments account group. I want to group 2 of those accounts under payment accounts, when i do the grouping i should have a total balance of the 2 accounts.

              45 votes
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                9 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
              • Include planned transactions into the balance of accounts/budgets

                Easier finance plannig with integrated planned transactions in the budget view.

                45 votes
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                  3 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                • Saving Accounts with compound interest and future predictions of the amount.

                  Having another option "Saving Accounts" with compounding interests, this should be a great addition. Having more clear vision on how the money grows, deposit monthly, with a new compound interest rate (annually, semi-annually, monthly, weekly, daily, etc).

                  Moreover, future predicitions on the balance, by scrolling through the dates, for example, wanted to know how much we'll have by the end of this year.

                  40 votes
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                    2 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                  • Ability to change account type (payment type to credit card, etc)

                    Ability to change from a general payment account to a credit card, or savings account. The only time this is changeable that I can tell is when the account is created.

                    20 votes
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                      1 comment  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                    • Debit cards should be linked to a bank (payment) account.

                      In actual practise transactions made by a a debit card are automatically debited to the bank account to which they are linked.
                      Money Pro should therefore allow a debit card to be linked to a bank (payment) account and automatically debit any transaction made by the debit card to the payment account to which the card is linked.

                      20 votes
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                        1 comment  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                      • Securities portfolio tracking

                        Would be great if I could input stock codes from my portfolio, and get stock feed updates, and track overall gains/losses.

                        18 votes
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                          6 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                        • Credit card with multi-currency support

                          In China, many credit cards contains multi currency accounts, like Visa+UnionPay, or Master+UnionPay. And these currency accounts share same quota.

                          I think it may be a useful feature that credit card account support sub accounts. So that we can add a visa sub account(in dollar) and a union pay account(in CNY).

                          18 votes
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                            3 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                          • Enable sorting the list of accounts or at least sort automatically by alphabetical order.

                            Enable sort the list of accounts or at least sort automatically by alphabetical order.

                            17 votes
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                              7 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                            • Депозиты / вклады

                              На текущий момент в программе нет понятия депозитов (вложений).
                              Есть только деньги на карте/кошельке и прочие активы. Но депозиты было бы удобно выделить отдельно и не смешивать с деньгами на картах и наличными, к тому же это монетарный актив и в прочие активы его не правильно относить

                              16 votes
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                                1 comment  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Account's kind & other

                                The desired functionality for the program Money Pro /
                                Types of funds.
                                At the moment, the program includes the following types of funds
                                1. Cash
                                2. Credit card
                                In my opinion this is not enough. At present, widely used different types of bank accounts.
                                • Current account in various currencies for regular or routine non-cash transactions, such as payments for mobile phone, utility bills and more. What can be easily customized using the automatic payment Telebank.
                                • Deposit in different currencies. Account for the accumulation and augmentation of money.
                                • brokerage account or an investment account.
                                So I think you…

                                14 votes
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                                  0 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                                • I want the - sign back for negative figures

                                  Since the last update, negative figures are noted between brackets () instead of with a - sign. Here in Belgium we are not used to work with brackets for negative figures. I really would appreciate to have the - sign back, or to be able to chose between () of -, so everybody can be happy :)

                                  14 votes
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                                    1 comment  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Asset Features (% change stocks)

                                    Specifically in assets such as shares of stocks, i hope there's an option to adjust their CURRENT VALUE. Their % change. Even manual input of % change (+/-) is okay.

                                    But better if you can add the feature where the app communicates with website like Bloomberg to automatically update % change of a specific Stock. By then Money Pro will be on a whole new level of financial capability!

                                    14 votes
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                                      0 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Saving with or without goals

                                      Hi,

                                      An saving goal option would be nice.
                                      Enter amount and end date. The option should show you how much money you'll need to save per day/ month to reach your goal.

                                      Or saving (no end date)
                                      Just enter how much you would like to save per month. The tool should show you how much you need to save on a daily basis.

                                      But maybe more important, make it fun!! Like earn rewards.
                                      Saving money can be hard. Rewards can help to keep you motivated.

                                      13 votes
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                                        3 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 13 votes
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                                          2 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Credit card cycle

                                          Can I set the dates(e. g. due date/ billing date)for each credit card? So I can easily know total amount I used in the cycle.

                                          12 votes
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                                            0 comments  ·  Balance & Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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