Best Of
Bill Connect: Chase Credit Cards (edited)
Would it be possible to add the Chase Marriott Credit Card to the BIll Connect database?
Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)
Re: Update next reminder amount for credit cards automatically using the account balance (edited)
+1
I use several credit cards for everything. Being able to automatically update the amount I need to pay for my credit cards is very important so I can mazimize the amount of money in my high yield savings account for as long as I can. I automate as much as possible because life is busy.
If necessary due to a lack of Bill Connect capability, add sections for credit card bills to have the card account, statement date, and due date. Then it would just be able to roll the total of all expenses during the statement range.
Re: Ability to hide Net Worth
Projected Cash Flow: One line that represents all selected accounts (edited)
The feature request is to provide a total account line in the cash flow chart. A chart that looks like the one below, adding all the accounts selected by the user or all the existing accounts.
Also, to have the ability to aggregate accounts by account type (example cash or credit cards)
Show one aggregated line for ALL available cash and one aggregated line for all credit cards. Thanks @pltc for the suggestion.
Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)
Use Case: Money sending tools such as Venmo is used to pay monthly bills, I would like to setup rules where the amount of the payment (in addition to keyword) are used to rename the pay. For example, If keyword is Venmo and Amount = $140 Then set payee to Cleaning Service, vs. Venmo + $150 = Music Lesson.
Savings Goals should add back to the Spending Plan when used (2 Merged Votes)
Currently I can create a savings goal that will allow me to reduce the amount available in my spending plan based on an expected contribution. That is good because I can make sure I set the money aside, but the problem comes I "use" the funds. Logically if to contribute reduces the money in my spending plan, then it should add back to the spending plan when used. So whether this is for a big expenditure or some goal, I would think it best to:
- Add those expenses to the spending plan (e.g., vacation or yearly property tax)
- Match those with the funds pulled out of savings.
Right now even if I release the funds in an account, unless I put those funds in an external account not in the spending plan there is no way to recognize their use. A way to do this would be to have a savings goal register that reflects in the spending plan based on month in which the adjustment occurs.
Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)
Use case: I want to show my wife a breakdown of our spending for a given time period. Right now, the report is limited to the top 9 categories plus an "everything else" line item. I can click on it to drill down, but that makes the report not very useful for getting a true snapshot of our spending across all categories all at once, especially when "everything else" amount is much larger than any of the top categories.
Questrade Brokerage - Canada
It would be great to have added support for the brokerage, Questrade, in Canada, thanks!