Feature Requests

Discussion List

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  3

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  Web App: Hide the page scrollbar when it's not needed (edited)

  Active Marcin 50 views 3 comments 3 points Most recent by Coach Natalie December 2025
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  7

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  Functionality to track Insurance Policies

  Active Skyfox675 155 views 3 comments 7 points Most recent by dstrack December 2025
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  2

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  Ability to have pending transactions count toward Projected Cash Flow while using 'Bank Balance'

  Active bob303727 107 views 7 comments 2 points Most recent by bob303727 December 2025
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  1

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  Separate Planned Spend rollover buckets from non-rollover buckets

  Active DannyB 31 views 1 comment 1 point Most recent by Jenny T December 2025
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  21

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  Amortization Schedule for Loans

  Active nicksimard 211 views 6 comments 21 points Most recent by EL1234 December 2025
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  2

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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 12 views 0 comments 2 points Started by JuMelo December 2025
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  39

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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 479 views 28 comments 39 points Most recent by SRC54 December 2025
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  22

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  Track Interest Rates for Accounts (edited)

  Active Chauncey 375 views 16 comments 22 points Most recent by Coach Natalie December 2025
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  24

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  Ability to close out and archive or delete completed Savings Goals (edited)

  Active DannyB 405 views 7 comments 24 points Most recent by DryHeat December 2025
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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 2025
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  6

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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 56 views 4 comments 6 points Most recent by SRC54 December 2025
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  8

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  Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

  Active chipper33 89 views 6 comments 8 points Most recent by SRC54 December 2025
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  62

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  Ability to Exclude Criteria in Filters/Inverse Filter Criteria (edited)

  Active JMP 547 views 20 comments 62 points Most recent by patate1684 December 2025
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  3

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  Investments: Add additional decimal points for fractional shares (edited)

  jwphillips 35 views 2 comments 3 points Most recent by SRC54 December 2025
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  19

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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 354 views 15 comments 19 points Most recent by SRC54 December 2025
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  18

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  Watchlists: Better Calculations for 'Projected' amount (edited)

  Active Jim313 281 views 11 comments 18 points Most recent by DryHeat December 2025
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  10

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  Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)

  Active MtnCreed 199 views 9 comments 10 points Most recent by TiggerTrainer December 2025
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  6

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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 35 views 4 comments 6 points Most recent by TiggerTrainer December 2025
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  5

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  New Reports: Add an expand/collapse all option (edited)

  Active JoshuaEnthusiasm 29 views 2 comments 5 points Most recent by DannyB December 2025
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  Merged: More Total Spending Report Categories

  Closed 6-1blonde 5 views 0 comments 1 point Started by 6-1blonde December 2025
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  1

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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 35 views 5 comments 1 point Most recent by EL1234 December 2025
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  0

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  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 12 views 2 comments 0 points Most recent by Coach Natalie December 2025
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  2

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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 22 views 0 comments 2 points Started by SRC54 December 2025
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  Merged: Net Worth Report

  Closed SCT41 5 views 0 comments 1 point Started by SCT41 December 2025
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  1

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  Add a product roadmap or list of what's being worked on (edited)

  In Review Chrobrego 867 views 26 comments 1 point Most recent by FutureEye December 2025
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  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 3 views 0 comments 1 point Started by Ruonline December 2025
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  7

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  Ability to add and manage Transfer Categories (edited)

  Active theromm 376 views 9 comments 7 points Most recent by DryHeat November 2025
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  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 4 views 0 comments 1 point Started by PhoenixV November 2025
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  181

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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 2.7K views 72 comments 181 points Most recent by PhoenixV November 2025
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  Merged: Allow users to manually add subcategories under the Transfer category.

  Closed DryHeat 4 views 0 comments 1 point Started by DryHeat November 2025