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Discussion List

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  Ability to edit the Tags tied to active Savings Goals (edited)

  Thaddeous 25 views 4 comments 1 point Most recent by DryHeat March 9Feature Requests
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  Add security symbol CDAY to holdings database (edited)

  Active grant.souter 5 views 0 comments 1 point Started by grant.souter March 9 Feature Requests
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  Spending Plan - show totals for paid/spent vs upcoming/left with a progress bar (edited)

  Active tngzng 1.5K views 59 comments 83 points Most recent by Yankster March 8Feature Requests
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  Ability to link multiple Refunds to a single Transaction (edited)

  Active Jds 73 views 4 comments 6 points Most recent by Jds March 8Feature Requests
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  Display Transactions by 'Transaction Date' Rather Than 'Posted Date' (edited)

  Active Chris 707 views 35 comments 54 points Most recent by EL1234 March 8Feature Requests
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  Mobile App: Bring back the ability to create Transaction Rules directly from a transaction (edited)

  david42960 404 views 25 comments 44 points Most recent by Levanima March 7Feature Requests
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  Color-coding categories in Reports

  Active snowboardsurfer 56 views 5 comments 5 points Most recent by Lady_MCSE March 7Feature Requests
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  Transportation Federal Credit Union

  Active dnutt 58 views 5 comments 1 point Most recent by Bob20782 March 7Report Missing Financial Institution or Biller
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  Add a calendar view for daily amount spent (edited)

  Active Thaddeous 13 views 0 comments 2 points Started by Thaddeous March 6 Feature Requests
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  Add a High/Low indicator in Reports (edited)

  Active RaolinTheDense9476 10 views 0 comments 1 point Started by RaolinTheDense9476 March 5 Feature Requests
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  Mobile App: Ability to scroll, zoom, and view multiple pages in PDF attachments (edited)

  newuser482 13 views 1 comment 1 point Most recent by Coach Natalie March 5Feature Requests
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  Save last used sort for investments portfolio (edited)

  Active disc2120 11 views 0 comments 2 points Started by disc2120 March 5 Feature Requests
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  Prevent automatic edits to Transactions that have been marked as Reviewed

  Active EL1234 26 views 3 comments 4 points Most recent by EL1234 March 5Feature Requests
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  Add the ability to hide *ANY* account

  Active RobWilk 1.4K views 38 comments 79 points Most recent by ben510 March 5Feature Requests
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  Add a year-over-year comparison to the Monthly Summary Report (edited)

  Active alkaboy 12 views 0 comments 3 points Started by alkaboy March 4 Feature Requests
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  Savings Goals - Put monthly progress on the Savings Goals page

  Active RobWilk 29 views 2 comments 1 point Most recent by RobWilk March 4Feature Requests
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  Savings Goals - Make it track REAL savings accounts (edited)

  Active maplewolf90 142 views 4 comments 4 points Most recent by Coach Natalie March 4Feature Requests
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  Watchlists: Better Calculations for 'Projected' amount (edited)

  Active Jim313 308 views 12 comments 20 points Most recent by RobI March 4Feature Requests
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  Merged: Cashflow Enhancement

  Closed Dan83 3 views 0 comments 1 point Started by Dan83 March 3 Feature Requests
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  Mobile App: The "Day of Month" Selector for Recurring Series needs lines or color coding (edited)

  Active RobWilk 10 views 0 comments 1 point Started by RobWilk March 3 Feature Requests
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  Add bank/fintech "Current"

  norizelap 14 views 1 comment 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
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  Bill Connect: Eversource

  trewbux 21 views 3 comments 1 point Most recent by Coach Natalie March 2Report Missing Financial Institution or Biller
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  Watchlist monthly average should not include the current month (edited)

  Active jasondmcgee 135 views 14 comments 12 points Most recent by bfoggie44 March 1Feature Requests
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  Merged: Watchlist 12‑month average should exclude current partial month

  Closed bfoggie44 8 views 0 comments 1 point Started by bfoggie44 March 1 Feature Requests
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  KBB: Allow updated mileage for vehicles (edited)

  Active RipTWD 35 views 2 comments 10 points Most recent by trewbux March 1Feature Requests
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  Stifel Investments

  Active Manabikc 177 views 9 comments 5 points Most recent by Sarose March 1Report Missing Financial Institution or Biller
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  CTFS - Canadian Tire Financial Services

  Active Alexmalta 1.2K views 25 comments 14 points Most recent by arti10 March 1Report Missing Financial Institution or Biller
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  Ability to bulk edit transaction dates (edited)

  Active ryan.ak22 17 views 0 comments 4 points Started by ryan.ak22 February 28 Feature Requests
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  Investment performance comparisons (1 Merged Vote)

  Active willya 159 views 12 comments 24 points Most recent by Earlsrock February 27Feature Requests
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  Net Worth Report: Add more granularity to the y-axis to better reflect small changes (edited)

  Active Jbenz 513 views 31 comments 40 points Most recent by KP_9 February 27Feature Requests