In Review

In Progress

Completed

Main Roadmap

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: <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer link" href="https://easyexpense.featurebase.app/submissions/62f486aa9424ddf248a7ac68">https://easyexpense.featurebase.app/submissions/62f486aa9424ddf248a7ac68</a><a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer link" href="https://easyexpense.featurebase.app/submissions/62f486aa9424ddf248a7ac68￼"> </a> Requested cards: Apple Card (4) <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer link" href="http://Amazon.ca">Amazon.ca</a> Mastercard (2) - managed by MBNA bankNetSpend (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) &amp; 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 &amp; Trust Company (Paris, TN)(1)

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

Hung Nguyen

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

Line Item Categorization (itemize receipt)

An Anonymous User

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 &gt; tap the "Transactions" tab &gt; tap the category filter (under the search bar) to filter expenses by category &gt; tap the month (above the expenses) to bulk select them &gt; tap "Actions" (bottom right) &gt; "Add to report". Or export a CSV of expenses and sort them by category. tags: export category, expense category, export by category, export categories

Export transactions sorted by category then date

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.

Input a negative total as a refund (vs. using refund button)

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

Automatically back up data to Google Drive or Dropbox

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 &gt; Save the expense &gt; Scanned receipt image is automatically saved to device &gt; Continue scanning or adjusting expense details.

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

Whimsical Emporium

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

Make the automatic Receipt Crop start with whole scan

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

Add Dark Mode Theme

mika chan

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

Automatically calculate tax based off total amount

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<ol><li>Select all expenses with a certain filter applied</li><li>Search for a certain keyword/amount, and then select all the expenses</li><li>Delete unwanted bank transactions in review </li></ol>keywords: expenses action, pick all, choose all

"Select All" button (bulk select action)

I have been having issues with bmo! I cannot cannot connect! When are they gonna fix it?

BMO (US) connectivity issues

jlabson@gmail.com

Add Income Tracking

Eli Bucher

Email receipt forwarding is ready! Guide: <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://easyexpense.document360.io/docs/email-receipt-forwarding">https://easyexpense.document360.io/docs/email-receipt-forwarding </a> Forward your emails to <a target="_blank" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="mailto:receipts@upload.xpns.in">receipts@upload.xpns.in </a> Things we still need to do: - Add the scanning feature - Add a better user interface

Email Receipt Forwarding

Add transactions/receipts on desktop site

Add transactions/receipts on desktop site

Guide: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.easy-expense.com/articles/9447018-enabling-tax-rates">https://help.easy-expense.com/articles/9447018-enabling-tax-rates</a> Have the option to add more tax fields for locations that deal with multiple or different taxes. (e.g., Quebec, Canada) GST/HST/PST VAT Be able to track multiple tax fields for Canada. Ideally, also add the scanning capability for them.

Multiple Tax Fields (GST/HST/PST, VAT)

Use phones GPS to automatically track trips.

Automated Mileage Tracking

Ideal sort options:<ul><li>Alphabetical order</li><li>Last created first</li><li>Most used</li><li>Adaptive reordering</li></ul><hr> Adaptive reordering in classifications/categories or with a search function. The last used category and/or frequently used number of categories could be learned after a few transactions and moved to the top of the selection list accordingly keywords: alphabetize, arrange, sorting

Sort vendors or categories list

Upload PDF files from the website

Manual cropping had to be temporarily removed/disabled due to an incompatibility issue. Re-implementation is in progress. Auto crop function still works, but may not be reliable as manual cropping with the grab bars.

Re-implement the "Crop" button

I think u should be able to take things off the list that u don't use. It's a pain to have to go thru a lengthy list when u don't use half of it.

Taking off things not useful to you

Need to be able to manually merge items when reconciling bank entries with receipt entry. ---This will also allow users to force merge expenses that they accidentally marked "Ignore" or "Duplicated" on purpose. -- Currently, you can merge two expenses with the same date and value in the "Dashboard" tab.