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  2. @turbo started Category grouping (or subcategories)

    Currently Turbobulls supports only one level of categorization (categories). There is no way to group them or organize them. Some people (not me) use the 50/30/20 budgeting style which groups 50% in…
    Feedback and ideasFounding memberIdea makerBug hunter1 helpful

  3. @turbo replied in Payees

    I understand this is major but I think that payees are important part of any personal finance software. Hope you consider them carefully. Also with some sort of basic "payee management" (for example…
    Feedback and ideasFounding memberIdea makerBug hunter

  4. @turbo replied in Categories are not being imported in csv uploads (Wallet Transactions)

    Thanks, just to clarify, they are also not importing even after I created them. Will wait for 2.0
    Help and problemsFounding memberIdea makerBug hunter

  5. @turbo started Import of investments with custom assets

    I want to import an investment account with 26 custom assets. It is a "unit link" product, but the "units" are not publicly traded (they are "funds" created and managed by the insurer). I mapped…
    Feedback and ideasFounding memberIdea makerBug hunter1 helpful

  6. @turbo started CSV import: transfers between accounts

    I want to upload a few months worth of transactions into Turbobulls. Normal transactions can be imported (except the payee as per my other thread). However there is no way to import transfers between…
    Feedback and ideasFounding memberIdea makerBug hunter

  7. @purrfectpaws replied in Active window when importing csvs (new broker or account)

    Thank you for the screenshot, that was all we needed. Clear bug rather than a decision, and it means a broker cannot be added mid-import at all, so it matters more than its size suggests. Fixed in…
    Help and problemsStaffto @turbo

  8. @holdmybeta replied in Bulk delete categories

    Fair, and a bit cheeky of us, given a new workspace starts with categories you did not pick in the first place. Small thing, real friction, and it sits at the very first step of setting up, which is…
    Feedback and ideasStaffto @turbo

  9. @holdmybeta replied in Categories are not being imported in csv uploads (Wallet Transactions)

    You are right, and thank you for pinning down why rather than only reporting that it did not work. The import recognises categories you already have, which on a first import is none of them. This is…
    Help and problemsStaffto @turbo

  10. @holdmybeta replied in CSV import for historical quotes

    @django01 thanks, and the +1 counts for more than you would think: two people asking is what moves something up the list instead of leaving it to sit there. As above, it is coming in 2.0. If you have…
    Feedback and ideasStaffto @django01

  11. @holdmybeta replied in Payees

    Good one, and you have put your finger on something that is not a small gap. A category tells you what kind of spending it was, a payee tells you who got the money, and only one of those is answered…
    Feedback and ideasStaffto @turbo1 helpful

  12. @holdmybeta replied in CSV import for historical quotes

    Welcome to the community, glad to have you here. You are right, there is no way to bring quote history in today. It is coming in Turbobulls 2.0, which we are getting ready to launch. It covers the…
    Feedback and ideasStaffto @turbo

  13. @turbo started Active window when importing csvs (new broker or account)

    When importing a new account, I need to add the "new broker" however the pop up to add the new broker opens behind the active area and can't be added (screenshot - please note that the broker name I…
    Help and problemsFounding memberIdea makerBug hunter1 image

  14. @turbo started Bulk delete categories

    When setting up Turbobulls there are categories already in the app. While they can be deleted, it is only possible to do it one by one and not in bulk. It would be nice if you could add the option to…
    Feedback and ideasFounding memberIdea makerBug hunter

  15. @turbo started Categories are not being imported in csv uploads (Wallet Transactions)

    I am trying Turbobulls and importing a test account with only 15 transactions. I mapped Category to the correct column in the CSV, however categories are not being imported. Every transaction is…
    Help and problemsFounding memberIdea makerBug hunter1 helpful

  16. @turbo started Payees

    Coming from another specialized personal finance software I was shocked to find out that there is no dedicated "payee" column in the "wallet" section. I would want to know how much I paid to certain…
    Feedback and ideasFounding memberIdea makerBug hunter

  17. @django01 replied in CSV import for historical quotes

    I was also wondering about this. So +1 from me. I would be nice to have it.
    Feedback and ideasFounding memberto @turbo1 helpful

  18. @turbo started CSV import for historical quotes

    I am trying Turbobulls and importing my current portfolio. However, I do have custom / manual assets such as bonds, I also have some stocks and funds on markets not yet supported by Turbobulls so…
    Feedback and ideasFounding memberIdea makerBug hunterFirst post2 helpful

  19. @holdmybeta replied in Which broker import should we support next?

    yes, Freetrade is on our roadmap. But since you asked for it we move it to the top of our list. To help us implement it faster, you can send us anytime an anonymized export at hello@turbobulls.com
    Feedback and ideasStaffto @scholarslams

  20. @scholarslams replied in Which broker import should we support next?

    Is Freetrade (https://freetrade.io) on the roadmap?
    Feedback and ideasFounding memberBug hunter

  21. @scholarslams replied in Exchange got reversed after I edited it

    Wow already fixed. Thanks. I can confirm it works correctly now. 🫡
    Help and problemsFounding memberBug hunterto @purrfectpaws

  22. @holdmybeta replied in A humble collection of suggestions for improvement and possible bugs

    Hi @thepatientvisigoth, as promised, here's where your ten ideas stand. Five of them are in the app now (1.80.0 and 1.81.0), which earns you the Idea maker badge, and there's a shoutout to you in the…
    Feedback and ideasStaffto @thepatientvisigoth1 helpful

  23. @thepatientvisigoth replied in A humble collection of suggestions for improvement and possible bugs

    Amazing efficiency, I just noticed v1.81.0. Thank you a lot! 🙌
    Feedback and ideasFounding memberIdea makerBroker scoutBug hunter

  24. @purrfectpaws replied in Exchange got reversed after I edited it

    Hi @scholarslams, thanks for reporting this, and for the exact steps: they let us reproduce it straight away. You were right. Opening an exchange from the account that received the money showed it…
    Help and problemsStaff

  25. @scholarslams started Exchange got reversed after I edited it

    Hi, I think I found a bug with currency exchanges. I had an exchange between two of my accounts: 100 EUR out of my euro account, 110 USD into my dollar account. I clicked it on the dollar account's…
    Help and problemsFounding memberBug hunterFirst post

  26. @mariana replied in Greetings and congratulations on this application.

    First of all, thank you for the reply. I use the wallet app, and it really helps me track my transactions and expenses—things I previously had no control over. I practically didn't know what I was…
    GeneralFounding memberto @holdmybeta

  27. @holdmybeta replied in A humble collection of suggestions for improvement and possible bugs

    Hi @thepatientvisigoth, as promised, here's an update on everything you raised. First, a big thank you for the anonymized Avanza and Montrose exports you sent us: they taught us a lot about how those…
    Feedback and ideasStaff1 helpful

  28. @holdmybeta replied in Which broker import should we support next?

    @thepatientvisigoth Avanza and Montrose are live as of today, in 1.78.0. We built them from the samples you sent, combined with what we already knew about how the two brokers write their files. The…
    Feedback and ideasStaffto @thepatientvisigoth1 helpful

  29. @holdmybeta replied in Greetings and congratulations on this application.

    Welcome, @mariana, and thank you. Sorry it took us a couple of days to reply. Investments and everyday money in one place is exactly what we're building it for, so it's lovely to hear it's working…
    GeneralStaffto @mariana1 helpful

  30. @mariana started Greetings and congratulations on this application.

    Hello! It is a very good and useful app for everything I do regarding investments and finance. Congratulations and thank you for it!
    GeneralFounding memberFirst post2 helpful

  31. @holdmybeta replied in A humble collection of suggestions for improvement and possible bugs

    Hi! Thank you so much for taking the time to share all of this detailed feedback. I really appreciate it I want to go through each of your points carefully, look into the bugs and issues you…
    Feedback and ideasStaffto @thepatientvisigoth1 helpful