Best Of

any update a year+ later ?

The longest range option in all of the reports is "Last Year", and you can only display by month. For year-over-year comparisons, it would be nice to have a range option to display all available data with the ability to display by year instead of by month. For example: income, spending, or net income by year for the last 5 years.

I would like to request the option to see manually added transactions inside of the main activity transactions grid. Right now when you add a manual entry with a future date it moves that entry into the planned grid.

It would would also be nice to see those "pending" transaction reflected in either the overall balance of the account or another running total for pending or a running total column in the transaction grid.

Ability to rollover remaining checking account balance to the next month's Spending Plan would provide a true picture of Available funds for spending or saving.

Can you add a change to hoover over a credit card and see the statement balance and the due date.

Currently, I have to manually expand all months to ensure that I am selecting all visible transactions before downloading a CSV. As the # of months grow that this product has been out, that could be a lot of scrolling and clicking. It would be nice to have a way of selecting "All" and of course more robust such as by date range and combination of tags and categories.