Best Of
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
@Coach Natalie I imagine it has gotten a lot of votes 'since' it was submitted for review, 3-ish years ago. Is there a way you or @Coach Jon could re-flag the issue for further/updated review, or consider it for a priority bump?
This one seems to be one of the bigger vote getters here, and might help keep some users longer. I feel like this should be easy, but since matches aren't exact, maybe it should always add/remove the extra/missing amount from the last split(s) and/or proportionally add/remove the extra amongst all splits if it's not an exact match.
RobWilk
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
@DryHeat, correct. That date is the last time the status was updated, and the status at that time is that the Idea was submitted for review. 🙂
Re: Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)
I have a process question. I think the answer will help me (and maybe others) understand where things stand with this and other requests/suggestions.
When I see a banner like this on a request, does the "Last Updated" date mean that the idea was submitted for review in September 2022? (I have always understood it that way, but now I'm not so sure.)
DryHeat
Re: Link from Transaction to 'take from' or 'add to' Savings Goal (1 Merged Vote)
It would help if contributions (and withdrawals) could be displayed in two circumstances:
(1) Clicking on a Savings Goal tile in the Savings Goals window would reveal a Contribution list for that Savings Goal, just like clicking on a Planned Spend expense in Spending plan reveals a Transaction list.
(2) Clicking on a Savings Goals "account" in the Account navigation bar (see below) would reveal a Contribution list of the contributions that make up the amount shown as "spoken for" in that particular account.
DryHeat
Re: Spending Plan Redesign: Share your feedback here!
I'm not a fan of the change to the bills area. I liked being able to see my bills and subscriptions separately. I have too many transfers for the 'all' filter to be helpful because they're all jumbled together. I'm disappointed in the change. I hope you'll at least update it to allow viewing both bills and subscriptions, not just one at a time. I really liked how it was before.


