Nothing works?
Except for Discovery bank, I have not been able to connect any other account I have. Exactly what will I be paying R80 a month for? I really though this is the new vault22 but seems it is just the same issues with a different name. Really disappointed
Retha Fraser 1 day ago
Data Connection Issue
Nothing works?
Except for Discovery bank, I have not been able to connect any other account I have. Exactly what will I be paying R80 a month for? I really though this is the new vault22 but seems it is just the same issues with a different name. Really disappointed
Retha Fraser 1 day ago
Data Connection Issue
Standard Bank Credit balance glitch
My standard bank credit card available balance is being shown instead of the outstanding balance.
Stephen Govender 3 days ago
Bug
Standard Bank Credit balance glitch
My standard bank credit card available balance is being shown instead of the outstanding balance.
Stephen Govender 3 days ago
Bug
Feature Request: Entity-Scoped Budgets (Multi-Budget Account Assignment)
• Support multiple named budgets per user (e.g., “Personal,” “Trust,” “Business”). • Change account-to-budget assignment from binary include/exclude to per-account, per-budget inclusion — an account can belong to one, several, or all budgets. • Let the user switch the active budget view, with each view showing only its assigned accounts, categories, planned income/expenses, and rollover state — otherwise identical to today’s single-budget experience. • Net worth / reporting should clarify scope: default to all-accounts aggregate, with an option to filter by budget/entity. Why now This isn’t a request for shared/collaborative access — it’s single-user, multi-entity separation. Distinct from FinWise’s in-progress “budget with a partner” feature; shouldn’t be scoped or prioritized alongside it.
Arnoe de Vries 6 days ago
Feature Request
Feature Request: Entity-Scoped Budgets (Multi-Budget Account Assignment)
• Support multiple named budgets per user (e.g., “Personal,” “Trust,” “Business”). • Change account-to-budget assignment from binary include/exclude to per-account, per-budget inclusion — an account can belong to one, several, or all budgets. • Let the user switch the active budget view, with each view showing only its assigned accounts, categories, planned income/expenses, and rollover state — otherwise identical to today’s single-budget experience. • Net worth / reporting should clarify scope: default to all-accounts aggregate, with an option to filter by budget/entity. Why now This isn’t a request for shared/collaborative access — it’s single-user, multi-entity separation. Distinct from FinWise’s in-progress “budget with a partner” feature; shouldn’t be scoped or prioritized alongside it.
Arnoe de Vries 6 days ago
Feature Request
Integration Service Health Status page
@Nicol Russell / @Jason Russell ← it’s really frustrating that there is no feedback on a core essential service which is not working of Finwise from the team. It’s been ongoing since June 17 for me for some providerr (so now 1 month!! since it broken) You guys should be proactive on communicating even it is broken and others needs to fix. PLEASE … One proposal : Perhaps have a service sync health status page detailing the service health of the various connectors , and issues being faced. Perhaps it will be easier for everyone to see what is going on with the various connectors.
Deepti N 8 days ago
Feature Request
Integration Service Health Status page
@Nicol Russell / @Jason Russell ← it’s really frustrating that there is no feedback on a core essential service which is not working of Finwise from the team. It’s been ongoing since June 17 for me for some providerr (so now 1 month!! since it broken) You guys should be proactive on communicating even it is broken and others needs to fix. PLEASE … One proposal : Perhaps have a service sync health status page detailing the service health of the various connectors , and issues being faced. Perhaps it will be easier for everyone to see what is going on with the various connectors.
Deepti N 8 days ago
Feature Request
Export transactions has not been working for 1 week
Impossible to export data - file download option does not appear after pressing export. This is on Edge Browser on any type of PC (Mac/Windows)
Deepti N 8 days ago
Bug
Export transactions has not been working for 1 week
Impossible to export data - file download option does not appear after pressing export. This is on Edge Browser on any type of PC (Mac/Windows)
Deepti N 8 days ago
Bug
Not Syncing
I have accounts with Standard bank, Sygnia, Satrix and NinetyOne. Only ninetyone syncs correctly. Standard bank credit card is not sync balance or pull in transactions. Other standard bank accounts are okay. Sygnia does not sync. Satrix does not sync. Please rectify urgently, This has been going on for about a month now. I have tried reconnecting many many times.
Teena Bloem 12 days ago
Bug
Not Syncing
I have accounts with Standard bank, Sygnia, Satrix and NinetyOne. Only ninetyone syncs correctly. Standard bank credit card is not sync balance or pull in transactions. Other standard bank accounts are okay. Sygnia does not sync. Satrix does not sync. Please rectify urgently, This has been going on for about a month now. I have tried reconnecting many many times.
Teena Bloem 12 days ago
Bug
Recurring Date Range Not Correct
My date range is 21st prev month to 22nd current month but it’ll show full calendar month I.e. 1st-30th current month.
Calvin Da Silva 16 days ago
Bug
Recurring Date Range Not Correct
My date range is 21st prev month to 22nd current month but it’ll show full calendar month I.e. 1st-30th current month.
Calvin Da Silva 16 days ago
Bug
Adding emoj to catigory
Adding a emoji to the new category shows a blank screen with no way to go back. I have to kill the app
Chris Metcalfe 20 days ago
Bug
Adding emoj to catigory
Adding a emoji to the new category shows a blank screen with no way to go back. I have to kill the app
Chris Metcalfe 20 days ago
Bug
Old Mutual
Would be great if you could add the following Old Mutual Accounts: OM Bank Old Mutual Home Loans ( https://www.oldmutualhomeloans.co.za/OM-Secure) Old Mutual EQT Share Portfolios ( https://trader.oldmutualwealth.co.za/Login/?ReturnUrl=%2finvestor)
Fred Van der Vyver 20 days ago
Institution Request
Old Mutual
Would be great if you could add the following Old Mutual Accounts: OM Bank Old Mutual Home Loans ( https://www.oldmutualhomeloans.co.za/OM-Secure) Old Mutual EQT Share Portfolios ( https://trader.oldmutualwealth.co.za/Login/?ReturnUrl=%2finvestor)
Fred Van der Vyver 20 days ago
Institution Request
Amount clears when using fullstop
When I'm entering an amount for a transaction on my phone, if I enter a fullstop (period), it clears the amount. Making I cannot enter an amount that has any cent value.
Wade Solomon 23 days ago
Bug
Amount clears when using fullstop
When I'm entering an amount for a transaction on my phone, if I enter a fullstop (period), it clears the amount. Making I cannot enter an amount that has any cent value.
Wade Solomon 23 days ago
Bug
2FA Updated Accounts Super Slow
myPSG and Easy Equities require 2FA for refresh. I’m used to that happening in the background in Vault 22 and only being prompted for the code. In FinWise the Yodlee Window stays open and takes a while to load and then at least 60 seconds if not longer to refresh.
Bradford Wills 24 days ago
Data Connection Issue
2FA Updated Accounts Super Slow
myPSG and Easy Equities require 2FA for refresh. I’m used to that happening in the background in Vault 22 and only being prompted for the code. In FinWise the Yodlee Window stays open and takes a while to load and then at least 60 seconds if not longer to refresh.
Bradford Wills 24 days ago
Data Connection Issue
Option to upload and categorize invoices
Would be really great if you could upload your, for example, checkers invoices showing line items of groceries. Creat a subcategory in the transaction that gives further monthly breakdown into how much is spent on, example, cleaning supplies; children; home maintenance items etc
Samantha Knowles 28 days ago
Feature Request
Option to upload and categorize invoices
Would be really great if you could upload your, for example, checkers invoices showing line items of groceries. Creat a subcategory in the transaction that gives further monthly breakdown into how much is spent on, example, cleaning supplies; children; home maintenance items etc
Samantha Knowles 28 days ago
Feature Request
