wealthfolio

Issues somebody may already be working on are listed last. List everything by date

• Suggestion: Import bank balance from CSV as "supporting information" for reconciliation etc

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2353 · Opened Oct 29, 2026

  Maintainers usually reply within 1 day

• Bug? CSV Import detects duplicate, says it will import anyway, then filters it out

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 55/100

  wealthfolio/wealthfolio#2350 · Opened Oct 29, 2026

  Maintainers usually reply within 1 day

• Bug / Improvement - Duplicate Credits not clear on CSV import

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 48/100

  wealthfolio/wealthfolio#2347 · Opened Oct 29, 2026

  Maintainers usually reply within 1 day

• Suggestion - Improve CSV Importing. Look for Wealthfolio named fields first.

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 62/100

  wealthfolio/wealthfolio#2346 · Opened Oct 29, 2026

  Maintainers usually reply within 1 day

• Saving a holdings snapshot replaces manual prices with the average cost

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 57/100

  wealthfolio/wealthfolio#2331 · Opened Oct 28, 2026

  Maintainers usually reply within 1 day

• Transactions with the same datetime, amount and note fail to save

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 52/100

  wealthfolio/wealthfolio#2325 · Opened Oct 27, 2026

  Maintainers usually reply within 1 day

• Windows: CSP blocks Tauri's IPC protocol and triggers postMessage fallback

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 2/5 1-3 hours Newbie friendliness 82/100

  wealthfolio/wealthfolio#2321 · Opened Oct 27, 2026

  Maintainers usually reply within 1 day

• Import deduplication follow-ups: suffix symbols, legacy keys, and cross-quote batches

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 25/100

  wealthfolio/wealthfolio#2318 · Opened Oct 27, 2026

  Maintainers usually reply within 1 day

• [Feature Request] Add “can only trade integer amount” as a restraint to rebalancing

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 55/100

  wealthfolio/wealthfolio#2315 · Opened Oct 27, 2026

  Maintainers usually reply within 1 day

• Desktop: installing an 11 MiB add-on zip from a file takes over 2 GiB of memory

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 1-2 days Newbie friendliness 68/100

  wealthfolio/wealthfolio#2314 · Opened Oct 27, 2026

  Maintainers usually reply within 1 day

• Web: installing a large add-on zip from a file takes GBs of browser memory

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 2/5 1-3 hours Newbie friendliness 82/100

  wealthfolio/wealthfolio#2313 · 2 comments · Opened Oct 27, 2026

  Maintainers usually reply within 1 day

• Idea: AI code review on PRs with Greptile's free OSS plan

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 1/5 Under an hour Newbie friendliness 15/100

  wealthfolio/wealthfolio#2310 · 3 comments · Opened Oct 26, 2026

  Maintainers usually reply within 1 day

• Feature request: add credit card billing cycle

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 18/100

  wealthfolio/wealthfolio#2309 · Opened Oct 26, 2026

  Maintainers usually reply within 1 day

• Addon API: document the Holding fields addons need to classify an asset

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 2/5 1-3 hours Newbie friendliness 65/100

  wealthfolio/wealthfolio#2304 · Opened Oct 26, 2026

  Maintainers usually reply within 1 day

• Feature request: show pre-market and after-hours prices for US equities (without touching the daily close)

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 22/100

  wealthfolio/wealthfolio#2301 · Opened Oct 26, 2026

  Maintainers usually reply within 1 day

• AI assistant: split a transaction from a receipt, and don't treat split transactions as uncategorized

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 1-2 days Newbie friendliness 53/100

  wealthfolio/wealthfolio#2288 · Opened Oct 25, 2026

  Maintainers usually reply within 1 day

• Net worth: linked transfers whose legs are on different days drop (or double) the money for the days in between

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2286 · 1 comment · Opened Oct 25, 2026

  Maintainers usually reply within 1 day

• Import: let add-ons give each activity a stable source ID and metadata

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2281 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Indian mutual funds: keep stamp duty, STT and TDS apart when importing statements

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 48/100

  wealthfolio/wealthfolio#2279 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Activities: keep a labelled breakdown of fees and taxes

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2278 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Allocation targets: optional Health Center warning when a target drifts out of range

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 25/100

  wealthfolio/wealthfolio#2276 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Retirement planner: compare an asset mix under different rebalancing rules

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2275 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Performance: show Sharpe, Sortino and Calmar ratios

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2274 · 1 reaction · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Lots table: a sold lot's holding period keeps counting after the sale

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 2/5 1-3 hours Newbie friendliness 78/100

  wealthfolio/wealthfolio#2273 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Contribution limits: deposits on a limit's first and last day are partly left out

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 35/100

  wealthfolio/wealthfolio#2272 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Contribution limits: editing resets custom dates, and the account page ignores them

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 48/100

  wealthfolio/wealthfolio#2271 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Addon API: addons can read an activity's category and event, but can't set them

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 43/100

  wealthfolio/wealthfolio#2269 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• MCP import: Tax are lost / not included in the transactions on import

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 58/100

  wealthfolio/wealthfolio#2268 · 1 comment · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• CSV activity import: show which CSV columns the Mapping step leaves out

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 66/100

  wealthfolio/wealthfolio#2266 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Profile enrichment replaces an asset's name with its ticker when Yahoo has no name

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 72/100

  wealthfolio/wealthfolio#2265 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Credit cards: record which card each transaction was made on

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2264 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Credit cards: record a points balance

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2263 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Realized capital gains are not shown as income in Income or Spending reports

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 52/100

  wealthfolio/wealthfolio#2258 · Opened Oct 24, 2026

  Maintainers usually reply within 1 day

• Bug: Duplicate vertical scrollbars in Settings - Accounts after upgrading to 3.11.0

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 2/5 1-3 hours Newbie friendliness 62/100

  wealthfolio/wealthfolio#2252 · 1 comment · Opened Oct 23, 2026

  Maintainers usually reply within 1 day

• Regions: add Global / Developed / Emerging markets and make classifications editable, so allocation insights are usable for funds

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2233 · Opened Oct 22, 2026

  Maintainers usually reply within 1 day

• Net worth chart: show assets and liabilities as bars with net worth as a line

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 52/100

  wealthfolio/wealthfolio#2231 · 3 reactions · Opened Oct 22, 2026

  Maintainers usually reply within 1 day

• Negative-balance health warning should open the cash audit at the date the balance went negative

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 48/100

  wealthfolio/wealthfolio#2230 · 1 reaction · Opened Oct 22, 2026

  Maintainers usually reply within 1 day

• Allow user-defined taxonomies (or adding categories to system taxonomies)

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2229 · Opened Oct 22, 2026

  Maintainers usually reply within 1 day

• Net worth page: option to show full amounts instead of compact (5.8K)

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 57/100

  wealthfolio/wealthfolio#2228 · Opened Oct 22, 2026

  Maintainers usually reply within 1 day

• Spanish (es): "Coste" terminology reads as Spain-only; consider neutral wording or an es-419 catalog

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 55/100

  wealthfolio/wealthfolio#2226 · Opened Oct 22, 2026

  Maintainers usually reply within 1 day

• Clearing the account "Group" field doesn't ungroup the account on the dashboard

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 2/5 1-3 hours Newbie friendliness 74/100

  wealthfolio/wealthfolio#2224 · Opened Oct 21, 2026

  Maintainers usually reply within 1 day

• Sale of bonds - Instrument recorded as "Equity" instead of its original Instrument classification of "Bond"

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 48/100

  wealthfolio/wealthfolio#2217 · Opened Oct 20, 2026

  Maintainers usually reply within 1 day

• Data grids: with Region & formats on Germany, copied and edited decimals like 1.125 become 1000 times larger

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 82/100

  wealthfolio/wealthfolio#2216 · Opened Oct 20, 2026

  Maintainers usually reply within 1 day

• Pasting or editing `0,125` gives 125 in regions that use a decimal point

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 78/100

  wealthfolio/wealthfolio#2215 · Opened Oct 20, 2026

  Maintainers usually reply within 1 day

• [Feature Request] Record non-cash interest

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 45/100

  wealthfolio/wealthfolio#2212 · Opened Oct 20, 2026

  Maintainers usually reply within 1 day

• Retirement planner return inputs don't say they're compound annual rates

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 3/5 1-2 days Newbie friendliness 62/100

  wealthfolio/wealthfolio#2205 · Opened Oct 19, 2026

  Maintainers usually reply within 1 day

• Save-up goal projections disagree with each other

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 5/5 Over a week Newbie friendliness 35/100

  wealthfolio/wealthfolio#2204 · Opened Oct 19, 2026

  Maintainers usually reply within 1 day

• Budget groups and repeated AI status alerts can stall WebKitGTK 2.54.1

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 4/5 3-5 days Newbie friendliness 48/100

  wealthfolio/wealthfolio#2202 · 1 comment · Opened Oct 19, 2026

  Maintainers usually reply within 1 day

• AI assistant: an applied categorization shows 0 proposals after the thread is reopened

  Open

  ⋯Report a problem with this issue

  • Is something wrong?

  • Already taken
  • Not beginner-friendly
  • Stale or invalid
  • Something else…
  • Send Cancel

  Difficulty 2/5 1-3 hours Newbie friendliness 76/100

  wealthfolio/wealthfolio#2201 · Opened Oct 19, 2026

  Maintainers usually reply within 1 day