Feature Requests

Discussion List

• 
  4

  Up Down
  Import transactions from bank notification emails

  Active Marcin 52 views 0 comments 4 points Started by Marcin June 2024
• 
  Merged: Transaction Notes Visible in Reports

  RoyMath 1 view 0 comments 1 point Started by RoyMath June 2024
• 
  Merged: Include account name in downloaded split transactions

  PMc 1 view 0 comments 1 point Started by PMc June 2024
• 
  Merged: Planned Spending planned vs actual improvements to get a better idea of current status [Edi…

  BudgetsAreSoFun 11 views 0 comments 1 point Started by BudgetsAreSoFun June 2024
• 
  Merged: monthly spending report comparison

  NickN 1 view 0 comments 1 point Started by NickN June 2024
• 
  Merged: Show Flags and Notes in Reports

  Max1223 1 view 0 comments 1 point Started by Max1223 June 2024
• 
  7

  Up Down
  Memorize Investment Transactions/Transaction Rules for Investment Transactions (edited)

  Active DannyB 93 views 2 comments 7 points Most recent by DannyB May 2024
• 
  Merged: Asset value - vehicle

  johngugel 1 view 0 comments 1 point Started by johngugel May 2024
• 
  50
  Add Zillow to Track Property Value (2 Merged Votes)

  Completed Closed zgarretson 16.5K views 218 comments 50 points Most recent by Coach Natalie May 2024
• 
  3

  Up Down
  Mini Project Plan

  Active Ponanu 21 views 3 comments 3 points Most recent by DannyB May 2024
• 
  7
  Include Recurring 'Credit Card Payments' in credit card projected cash flow (edited)

  Completed Closed SimplifineHowareyou 244 views 4 comments 7 points Most recent by Coach Natalie May 2024
• 
  2

  Up Down
  Ability to link multiple bills to the same transaction [Edited]

  Active AP-10006 26 views 1 comment 2 points Most recent by Coach Kristina May 2024
• 
  Merged: Ability to adjust Accounts List width [Edited]

  Gisa 21 views 0 comments 3 points Started by Gisa May 2024
• 
  Merged: Add Bill/Subscription/Other Spending Column to Downloads

  etherman 1 view 0 comments 1 point Started by etherman May 2024
• 
  Merged: Income/bill entries

  Rhirhi 1 view 0 comments 1 point Started by Rhirhi May 2024
• 
  Merged: Make transactions selectable in the Rule creation/edit > Existing Transaction table

  DannyB 1 view 0 comments 1 point Started by DannyB May 2024
• 
  7

  Up Down
  Rollover Management system for bills that vary each month (like utilities) [edited]

  Active davecave 84 views 4 comments 7 points Most recent by EL1234 May 2024
• 
  Merged: Ability to set an overall Target for a Watchlist

  Jds 2 views 0 comments 1 point Started by Jds May 2024
• 
  6

  Up Down
  Ability to set annual/overall Watchlist targets (edited)

  Active cczh 92 views 5 comments 6 points Most recent by Jds May 2024
• 
  Merged: Ability for watchlist to “track by” multiple items (e.g. Account (not yet available) AND Pa…

  Jds 11 views 0 comments 1 point Started by Jds May 2024
• 
  Merged: All-time Warchlist

  LakGoy 1 view 0 comments 1 point Started by LakGoy May 2024
• 
  12

  Up Down
  Create Watchlists to track by Account (edited)

  Active adelery 133 views 6 comments 12 points Most recent by Jds May 2024
• 
  Merged: Enable manual change from a closed account to disconnected

  vitus 1 view 0 comments 1 point Started by vitus May 2024
• 
  2

  Up Down
  Ability to Search for Payees Under "Bills & Income"

  Active Flopbot 31 views 2 comments 2 points Most recent by Flopbot May 2024
• 
  Merged: Option to mark a bill paid without an accompanying transaction

  DannyB 41 views 0 comments 3 points Started by DannyB May 2024
• 
  remove automatic exclusion

  Closed mk_ 36 views 3 comments 0 points Most recent by EL1234 May 2024
• 
  4

  Up Down
  Adjust the "Sent" and "Received" wording on Transfers Bucket in Spending plan (edited)

  Active RobWilk 34 views 0 comments 4 points Started by RobWilk May 2024
• 
  Merged: spending plan series not every month

  mikeb1 1 view 0 comments 2 points Started by mikeb1 May 2024
• 
  27

  Up Down
  Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

  Active timmyc123 427 views 19 comments 27 points Most recent by balenblanken May 2024
• 
  4

  Up Down
  Include Categories and/or Tags in "Link to Existing Recurring" dialog

  Active ajbopp 44 views 1 comment 4 points Most recent by WillardSB May 2024