Finding good feature from other alternatives

[n3rfy]

What do you want to be added or improved?

I want to switch from Zenmoney to Ivy Wallet, but for a comfortable switch I lack the list of features that are described below. If we need more detailed information on any of the features, then I am ready to provide it.

Accounts:

• Ability to automatically synchronize transactions via SMS sent by systems (banks, crypto exchanges).

• Ability to automatically synchronize transactions through integrations/plugins that allow you to authorize in to other systems (banks, crypto exchanges). For example, thanks to the plugin in Zenmoney, you can synchronize transactions using a specified crypto-address.

  

• Ability to group accounts. For example, in Zenmoney there is a group “Savings”, into which you can group all your savings accounts, and then work with the group in analytics dashboard.

  

• Ability to determine what share in the capital each currency has.

  

Transactions:

• Ability to classify transaction into fixed and flexible, and then work with the classify in analytics dashboard.

Categories:

• Ability to assign parent categories, and then work with the categories in analytics dashboard.

Monthly analytics: Most often we analyze finances within the current month, so Zenmoney has a separate section for this.

• Ability to compare income and expenses on a chart for the current month.
• Ability to see planned (future) expenses and income on a graph the current month.
• Ability to view in detail current expenses and income the current month.

Global analytics: This section is for more detailed analytics.

• The ability to track/forecast capital over different periods in the form of graphs.

Why do you need it?

Why do I want to change Zenmoney?

Because it is not open-source. Finances are a very personal thing that should be kept safe.

How do you imagine it?

No response

[ivywallet]

Thank you @n3rfy for raising Issue #3339! 🚀 What's next? Read our Contribution Guidelines 📚.

Tagging @ILIYANGERMANOV for review & approval 👀

[ILIYANGERMANOV]

Please split the feature requests into multiple issues. SMS parsing and automation is out of scope due to legal and privacy issues