Feature Requests

Discussion List

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  1

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  Add a webhook or connector for Claude

  Active Kguess 2 views 0 comments 1 point Started by Kguess 10:21PM
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  4

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  Sync Report Filters (Personal/Business) with Account Designations

  Active HerPurposefulPockets 8 views 0 comments 4 points Started by HerPurposefulPockets 3:33PM
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  1
  Mobile App: Add a 'Mark as Paid' option to reminders (edited)

  In Progress ChrisWT314 18 views 0 comments 1 point Started by ChrisWT314 May 8
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  29

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  Download Spending Plan to .XLS or .CSV

  Active breedpdx 228 views 10 comments 29 points Most recent by oldit51 May 8
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  11

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  Ability to Split Investment Transactions (edited)

  Active Jack74 147 views 7 comments 11 points Most recent by jaynono May 7
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  11
  Ability to hide account balances in the Accounts List (edited)

  Completed Tbone 210 views 10 comments 11 points Most recent by Coach Natalie May 7
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  4

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  Web App: Ability to hide the 'All Accounts' and 'Reminders' banners at the top (edited)

  Active DocStizzle 20 views 2 comments 4 points Most recent by SRC54 May 7
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  40

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  Ability to have multiple spaces/datasets (edited)

  Active Zach.A 708 views 5 comments 40 points Most recent by DryHeat May 7
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  24

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  Limited Access with Space Sharing (edited)

  In Review MoneySkeets 484 views 12 comments 24 points Most recent by DryHeat May 7
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  23

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  Ability to select specific accounts to share or not with Space Sharing

  In Review pst 211 views 6 comments 23 points Most recent by R C May 6
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  88

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  Link Part of a Split Transaction to a Recurring Bill [edited] (1 Merged Vote)

  Active ccrawford 588 views 28 comments 88 points Most recent by EL1234 May 6
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  47

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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 388 views 19 comments 47 points Most recent by EL1234 May 6
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  4

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  Recalculate how Planned Spending Totals work with Rollover (edited)

  Active bost.05 102 views 11 comments 4 points Most recent by TwelveSilverPennies May 6
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  2

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  Add a "Marked as Paid" indicator (edited)

  Active BadgerHat 13 views 1 comment 2 points Most recent by TwelveSilverPennies May 6
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  2

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  Pull paystub information from Workday into the income buckets (edited)

  Active Jrmclean 33 views 3 comments 2 points Most recent by Coach Natalie May 6
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  2

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  Real Time Transaction Tracking and Push/SMS/Email Notifications

  Active ajbrensike 146 views 5 comments 2 points Most recent by Coach Natalie May 6
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  8

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  Functionality to track Insurance Policies

  Active Skyfox675 165 views 4 comments 8 points Most recent by Jerristeve May 6
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  54

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  Ability to Import/Export Investment Transactions (edited)

  In Review Jack74 1.7K views 41 comments 54 points Most recent by Simpli_User_101 May 5
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  15

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  Ability to Archive Tags

  Active Mergim 108 views 10 comments 15 points Most recent by MishaM May 5
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  16

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  Watchlist monthly average should not include the current month (edited)

  Active jasondmcgee 150 views 15 comments 16 points Most recent by MishaM May 5
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  4

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  Mobile App: Ability to customize the swipe actions (edited)

  Active kidd 35 views 2 comments 4 points Most recent by MishaM May 5
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  10
  KBB: Allow updated mileage for vehicles (edited)

  Completed RipTWD 33 views 3 comments 10 points Most recent by Coach Natalie May 4
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  5

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  Add a confirmation dialog before creating new categories from a transaction

  Active EL1234 14 views 3 comments 5 points Most recent by Coach Janean May 3
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  53

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  Ability to un-cancel/reopen an Ended Recurring Series (edited)

  Active JayT 724 views 18 comments 53 points Most recent by ruthready May 2
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  56

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  Ability to auto-backup and restore data (edited)

  Active asubbaiyanprof 991 views 32 comments 56 points Most recent by cloud May 2
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  13

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  Allow Investment Transactions to Impact Manual Investment Account Balances/Portfolio Value (edited)

  Active tonymfernandez 104 views 11 comments 13 points Most recent by Coach Janean May 2
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  Merged: Month-to-Month Spending & Income Comparison Visualization

  Closed eitanl27 1 view 0 comments 1 point Started by eitanl27 May 1
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  121

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  Add a Trends/Comparison Chart [edited] (4 Merged Votes)

  Active oceandreamer128 1.4K views 61 comments 121 points Most recent by eitanl27 May 1
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  71

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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.1K views 27 comments 71 points Most recent by w_w April 30
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  1

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  Self-Custodial Crypto Wallets

  odrocs 11 views 3 comments 1 point Most recent by odrocs April 30