Feature Requests

When I submit the email (the same one that I logged into fina.xyz with) I DO NOT receive an email from stripe to login to billing. I checked my spam folder, it's not there

Items from merchants that I have "set manual" changed to "set by ai-classification" after adding their pertaining "ai-class" to a category, subsequently changing those item's categories. My specific scenario: I set Walmart, Amazon, & Dollar General merchant items manually because they are different every time I shop. These items have been set manually and re-checked over the course of a month so this is NOT a data sync issue. After adding the ai-class "other shopping" to my "other expenses" category to catch uncategoried items, many items that could fit into that ai-class (basically all from the above merchants) have been moved to that category from the ones I had set manually. I am fine with and even prefer that any previously uncategorized items from those merchants being set automatically to those categories, but am perplexed that items manually set to categories would change either through ai-class or even rule after-the-fact The exception to this seeming bug are items that have been split. They have remained the same as I assume they are programed to function rather differently and didn't get caught in whatever bug is mucking things up. Mine was easily fixed fortunately, since I am only concerned with my last two month's of transactions as we've only recently overhauled our budget, but I imagine this would greatly affect anyone looking back at their year or several months of transactions that would have been changed.

I couldn't think of a better way to put it. Allow setting a checkbox in Rules for certain types of transactions to ALWAYS be set manually. Basically Tl;Dr no Toast suggesting Create Rule. This could later be changed by deleting the Rule set for it under Rules.

Allow setting custom name or rather a label for transactions both manually and by Rule. I am regularly having to ask my husband to check transactions that we don't recognize only to later remember what they are supposed to be. I don't want to overwrite the name as that could affect the Rules or make identification more difficult in the case of a mistake, but rather a label that would just display instead of the name. Name would still work and populate in Rules and searches and Label would also populate in searches.

I just use it as usual, But a day I find it even I click sync and fresh the website. I try it few times but it still can't up to date. I use the same template and just add new column.

I just use it as usual, But a day I find it even I click sync and fresh the website. I try it few times but it still can't up to date. I use the same template and just add new column.

I'm requesting the ability to edit the Merchant of transactions. See screenshot for example. This is a payment I make every month regarding my Health Insurance to a company called Liberty Healthshare. However, as a merchant it shows up as Stripe Healthshar rather than the actual Merchants name. It would be nice to be able to properly categorize the merchant.

We need tags in transactions to allow filter, grouping, reporting.