This is hands down my favorite budget app but I noticed since 2023 my bank transactions are no longer syncing 2-3x a day and only syncing after 6pm it it’s not pulling in all posted transactions for that day- some posted transaction from the same bank account will update the following day. I bank with Capital One (big bank) and One United ( smaller bank) and both institutions use to sync more frequently. One United generally posts their transactions automatically and Weekly used to pick up those items immediately. CapitalOne used to sync 2-3x a day & now I’m lucky if it syncs once a day after 6pm. I wish there was a way to set a time for auto sync daily. I certainly would chose a 9:30am sync after most banks are finished running their system updates for the morning around 9am for transactions to post.Also, I wish the funds feature was more flexible where you have the option to not set a contribution time period. As someone on an irregular income, I’d like to be able to set up a fund without this parameter so at the end of the month I can just flow money into a fund vs rolling it over to the next week versus having to go through the annoying manual process of updating/deleting transactions so that my funds amount matches my savings accounts. Or have the option of having the EOM balance auto transferred to the fund account as your contribution amount.
Hey Tynkrbelz86, thank you for this in-depth feedback. As far syncing frequency, we haven't changed anything on our end as far as that goes in 2023. We have found that most clients banks update at least daily but many are more frequently. We are somewhat at the mercy of Plaid and their negotiations with the different banking providers as far the frequency. That being said we are working on a feature that would allow our paid users that want increased frequency to be able to force a sync with a bank. If you would like an update on the launch of that feature, please email support@weeklybudgeting.com and we will keep you updated.Thanks for the feedback on the funds. I might be confused, but if I understand correctly I think what you are asking for currently exists because we do allow you to transfer positive Safe-to-Spend balances to a fund. To see this functionality, make sure you have an updated version then tap the input under “What to do with your ending Safe-to-Spend?” on your end of week screen and you will see the option there. But if I am not understanding correctly please reach out again to support@weeklybudgeting.com so we can understand better.Thanks for being a Weekly user and for the feedback!