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Retrieve the full transaction history for every account at a single bank
At this moment the first account at a bank has a full transaction history (at some banks even multiple years of transactions). The second account, at the same bank, is limited to displays only a limited amount of months.
It would be nice to have the full history for each account (at the same bank).
5 votes -
Support multi-currency account
I want to be able to add my multi-currency account into Cake.
13 votesIn our research, we spent quite some time to investigate how to implement this.
The vast majority of the users we interviewed mentally works in a single currency when it comes down to understanding their finances holistically.
As a result, Cake converts foreign currencies back into euros. This enables our users to see a clear insight into their income, spending, savings and investments.
> We convert individual foreign transactions into euros using the day rate of the transaction. * The foreign currency amount and conversion rate are available in the transaction details.
> We convert the foreign currency balance of the account into euros using the current day rate.
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Share my feedback regarding a transaction category
I would like to notify Cake when the category of a transaction is incorrect. If I’m on the go, I would like to provide quick feedback (preferably with a single click). If I have more time, I would like to type a suggestion.
21 votesThis feature has been replaced by the following features:
- Change the category of a transaction
- Change the category of similar transactions
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Show me a monthly update of my cashflow
On a monthly basis, I would like to get a crisp update of my cashflow. This is simply my income minus my spending, and this for the previous month. The cashflow will let me know how if I'm spending more (or less) than received across all my bank accounts.
I would always like to receive this update at the beginning of a new month. This monthly overview shouldn't include the individual transactions, but easily allow me to review them.
13 votes -
Share my feedback regarding a transaction place
I would like to notify Cake when a transaction place is incorrect. If I’m on the go, I would like to provide quick feedback (preferably with a single click). If I have more time, I would like to type a suggestion.
7 votesThis feature has been replaced by the following features:
- Change the place of a transaction
- Change the place of similar transactions
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Review the place where a payment was done
I would like to see details about the exact place where a payment was done.
The information could for example include the name of a place, the address, contact information (telephone number,or email address), website, etc.
6 votes -
Add a current account
I would like to add my current account into Cake.
Note (from Cake): As some banks are still developing their interfaces, we might currently not be able to synchronize some current accounts. In this case, Cake will already store the number of your current account. This will enable you to easily enroll it at a later stage (when the interface of your bank becomes available). We will additionally use this account information in reports and insights; for example to exclude transfers between your accounts from spending and income reports.
7 votes -
Share my feedback regarding a transaction name
The enrichment of transactions basically means that Cake will translate those cryptic transaction descriptions in your bank statements. As an example, a customer didn't buy groceries at "Hyper Zemst Zemst", but visited "Carrefour".
In some cases, Cake might not be able to accurately translate the most cryptic transaction descriptions in my bank statements, and I would like to be able to provide a suggestion to Cake.
If I’m on the go, I would like to provide quick feedback (preferably with a single click). If I have more time, I would like to type a suggestion.
6 votesThis feature has been replaced by the following features:
- Change the name of a transaction
- Change the name of similar transactions
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Add multiple bank accounts
I would like to add multiple bank accounts into Cake.
Note (from Cake): You can add multiple accounts from a single, or multiple banks.
6 votes -
Synchronize my bank accounts
I would like my connected bank accounts to be synchronized into Cake.
Note (from Cake): the synchronization has some limitations as defined in the PSD2 legislation.
* Cake is allowed to contact your bank, to receive an update of your account information, 4 times per day. As a user you don’t have to use the Cake app to perform these updates.
* Cake is additionally allowed to update your account information whenever you are using the Cake app.5 votes -
Review the details of a transaction
I would like to see the details of a transaction.
The details should include all information related to a specific transaction; for example the name of the counterparty, the date and time of the transaction, the transaction amount, the bank account the transaction was performed on, the category this transaction was assigned to, etc.
4 votes -
Assign a clear description to each of my transactions
I would like the transactions on my bank accounts to show a meaningful description instead of those pesky cryptic lines of meaningless text.
A transaction would for example show the logo and the name of the shop where I purchased something; for example "Hyper Hyper Zemst" is actually a "Carrefour" (in Zemst).
5 votes -
Review the transactions list of a bank account
I would like to see the list of transactions on a specific bank account. I would like the transactions to be ordered chronologically, with the last transactions at the top.
If I add multiple bank accounts into Cake, I would like to be able to see the transaction list of each bank account individually.
4 votes -
Show me a weekly update of my income and my spending
On a weekly basis, I would like to get a crisp update on how much money I've earned and spent across all my accounts. This weekly overview shouldn't necessarily include the individual transactions, but easily allow me to review them. If I haven't received or spent anything, I would still like to receive this update.
5 votes -
Request support
I would like to communicate with the support team regarding technical support issues.
Note (from Cake): We also use this feature to reach out to our users for important technical events related to Cake.
3 votes -
Show me a daily update of the money I spent
On a daily basis, I would like to get a simple update on how much I'm spending on all my accounts. The overview should list the individual transactions. Obviously, if there is nothing to report, I don't need this overview.
4 votes -
Show me a daily update of the money I received
On a daily basis, I would like to get a simple update on how much money I received into all my accounts. The overview should list the individual transactions. Obviously, if there is nothing to report, I don't need this overview.
4 votes -
Remove my Cake account
I would like to entirely remove my Cake account. This will remove all account information (including bank accounts, reports, insights, etc) from Cake.
Note (from Cake): You will no longer be able to log back into your account, and we will not be able to restore this account for you.
3 votes -
Change my profile information
I would like to change my profile information (first name, last name or date of birth).
2 votes -
Review the combined transactions list of all bank accounts
I would like to see a consolidated list of all the transactions for all my bank accounts. I would like the transactions to be ordered chronologically, with the last transactions at the top.
2 votes
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