Best Of

Ability to see a Total for all Planned Spending Items (Original & Current) [edited]

I absolutely LOVE the planned spending feature. It's really helped me to track how I'm spending toward my budget throughout the month and adjust according. For reference, I currently track all discretionary spending categories in planned spending as a budget zero.

With that said, I was hoping it would be possible to see what the original planned spending total is in addition to the current. Right now, if I track my spending by category and I overspend in one area (i.e. groceries) but I'm still under-budget for spending overall, it only shows me my new total with the overspent category. I'd like to be able to see the original amount and the actual amount (ex. $1200 spent of $1000).

rosalynraelyn

59

Debt tracking on a graph/report (edited)

I would love to be able to see a balance history for my credit card on a graph so I can track my progress paying it off

hmlee08

27

Re: Ability to adjust column widths in account registers [edited] (11 Merged Votes)

I'm not a fan of the menus on the left expanding, I like to see everything in front of me, BUT, it is hopefully a minor adjustment to make the columns ADJUSTABLE. I hate the fact that the columns are CUTOFF in my TRANSACTION ACTIVITY page. I would love to be able to adjust the column to what I want to see, IN FULL, and what is less important and could be CUTOFF. You allow us to adjust the columns by DATE, by PAYEE, etc..... Please consider the ADJUSTABLE COLUMNS.

tomlutz

5

Ability to run Reports by Flag color (edited)

I have an American Express card that has 3 users. I flag which user made the charge by color. When reconciling my monthly statement it would be helpful to run reports by flag color.

floridagal

6

Show "Transfers" or Linked Transactions right next to each other in the Transactions List

This discussion was created from comments split from: Eliminate the redundancy of "Transfers" in the Upcoming List (edited).

System

11

Re: Merril Lynch account still not working

I also canceled my renewal over this. I'm not going to pay a price increase when I can't connect one my main accounts for several months

MarkInWA

5

Planned Spending Last 6 Months Averages to show Previous 6 Months (edited)

Currently, the Last 6 Month average uses the current month as part of the calculation - this really skews the average especially in the first few weeks of the month.

Please change this to “Previous 6 Months” and include averages for months not including the current one.

Thanks!

MishaM

5

Ability to Split Categories in Category Rules (edited)

Greetings,

Please consider adding the ability to split categories in Rules. Right now, it's just this with just one category...

In my case, I'd like to create a rule for "State Farm" that whenever it's downloaded, it automatically does this split:

Rename State Farm, Inc. to State Farm and auto categorize it as a split of...

Auto Insurance = $50
Life Insurance = $25
Disability Insurance = $10

I'm guessing this would need the flexibility to be either a percentage split OR an exact amount split of the downloaded amount.

FYI, these are my two levels of Categories related to insurance. Ideally, I'd like to split them up separately.

Insurance

Auto Insurance
Life Insurance
Disability Insurance

Flopbot

17

Re: Retirement Savings Goal/Planner (edited)

Create a retirement goal.

Allow linking any account.

Allow linking to multiple investment accounts (especially all IRA and 401K like accounts).

Allow a check box for "use full amount of account" so that I don't have to enter in how much I have saved so far.

BONUS: calculate projections based on performance of investment accounts, current age, and desired age of retirement.

Dave L

5

Re: Ability to download or print Reports [edited] (1 Merged Vote)

Being able to print a report is a requirement for me. Finding information on the features of Quicken was impossible so I opted to buy the Simplifi version... if I have to abandon it my cost is minimal. No reports is a deal breaker. Quicken please take notice.

Rick Raymond

5