Feature Suggestions

Can't find the obvious thread to post suggestions - could one be started?
1. Make Income Payees separate from all payees so that sorting income by payee is easier. All Payees show up in the dropdown
2. Provide a tile graph of investments by category (US Large Value, Intl Growth, Bond, etc.) like Personal Capital does. All you supply is a list of holdings. It shouldn't be hard to classify the ones with stock symbols; allow self-assignment of anything without a symbol.


  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @slong9,

    Thank you for posting your suggestions to the Community!

    I'd recommend creating a separate Idea post for each of these requests, so that other Users can individually vote on them, and our Product Team can review them. More details on creating Idea posts are available here

    I hope this helps! :smile:

    -Coach Natalie
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