Best Of

Rules are sorted by last modified date.

I wish there was an option to sort rules by category or payee name. That way I can analyze all my rules grouped together to more effectively use them and avoid conflicts.

Wish there were buttons at top to Collapse & Expand All Categories in the Settings.

If I want to edit the Recurring Series for a Reminder that I see in the reminder carousel of an account or in Bills & Income:Overview, I have to:

• click on the series' three-dot menu icon
• click on View Series (in the three-dot menu)
• click on Options in the View Series window
• click on Edit series (in the Options menu)

Only then do I actually arrive at the Edit series window where I can edit. That seems unneccesarily indirect. (And clicking "Options" to access the editing function isn't exactly intuitive.)

Adding an "Edit Series" item to the three-dot menu would be much more direct and obvious.

[edited title]

In the Reports Date Range date picker. If you choose Last month, Last quarter, or Last year you get a full month, quarter, or year. But f you choose Recent 6 months you get 5 months plus whatever days in the current month have come to pass. Like this:

The Recent 6 months date range should return 6 full months. Not 5 months plus a few days in the current month. Same for the 3 and 12 month ranges. It's hard to compare trends in reports that show results in monthly columns when the last column only contains a few days.

This problem was discussed in the post below but that was closed without ever being converted to an Idea Post. It has also been discussed in posts related to Watchlists and Planned Spending.

Would like to see a way to see a monthly comparative view added for income and spending, which shows the amounts separated by month. As well as, be able to designate the months viewed (i.e. Feb to Sept). This would be very helpful in viewing category spending and how it has changed month to month.

When viewing a transaction, we should be able to see which payee and/or category rule was applied to it.