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Discussion List

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  2

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  In Reports, show a count of transactions matching the filters

  GC_MC 18 views 2 comments 2 points Most recent by Coach Natalie 4:32PMFeature Requests
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  Mortgage company not listed in bank options - NewRez (edited)

  Active lglasser 2.4K views 100 comments 52 points Most recent by LGM 2:29PMReport Missing Financial Institution or Biller
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  Better distinguish the "Paid" vs "Past" labels on reminders (edited)

  John Dressel 20 views 2 comments 2 points Most recent by TwelveSilverPennies 1:43PMFeature Requests
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  Marking a recurring reminder as paid should put the transaction in "cleared" status (edited)

  MishaM 37 views 4 comments 2 points Most recent by TwelveSilverPennies 1:36PMFeature Requests
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  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 423 views 18 comments 35 points Most recent by toneybarber March 29Feature Requests
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  Add the bank's URL in accounts for easy navigation to their websites (edited)

  jlcouch63 26 views 3 comments 4 points Most recent by Coach Kristina March 29Feature Requests
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  Merged: Annual Budget

  Closed MDZ 15 views 0 comments 1 point Started by MDZ March 28 Feature Requests
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  Annual Spending Plan

  Active DannyB 208 views 25 comments 8 points Most recent by MDZ March 28Feature Requests
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  Show a last sync day/time for all accounts in the Accounts List (edited)

  Active EL1234 45 views 12 comments 0 points Most recent by DryHeat March 28Feature Requests
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  College Savings Iowa 529 -- use Aggregator link (edited)

  Active bls0n 506 views 17 comments 9 points Most recent by Dana Shaver March 28Report Missing Financial Institution or Biller
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  Osaic and Equipt

  Active jimsug 304 views 30 comments 20 points Most recent by salekotura March 27Report Missing Financial Institution or Biller
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  Virgin Red Rewards Mastercard Support (Synchrony Financial)

  Active mrharris03 119 views 9 comments 1 point Most recent by Chamonyx March 27Report Missing Financial Institution or Biller
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  Raisin is missing (edited)

  Active Zorat 491 views 11 comments 11 points Most recent by chrislzm March 26Report Missing Financial Institution or Biller
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  Report charts should round to the nearest dollar (edited)

  Active alkaboy 53 views 8 comments 7 points Most recent by alkaboy March 26Feature Requests
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  Rename the "Payee" field to "Payee/Payor" (edited)

  Active perkin-warbeck 61 views 9 comments 6 points Most recent by RobWilk March 26Feature Requests
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  Merged: Alight 401k - Morgan Stanley

  Closed Mudge 3 views 0 comments 1 point Started by Mudge March 25 Report Missing Financial Institution or Biller
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  Merged: Seperate kids accounts from Personal Net worth totals.

  Closed NumberOne 5 views 0 comments 1 point Most recent by RobWilk March 25Feature Requests
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  Please add a “separate” account designation/ability to exclude an account from Net Worth (edited)

  Active RTK 80 views 5 comments 12 points Most recent by RobWilk March 25Feature Requests
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  Ability to Export Attachments (edited)

  Active dj2115 126 views 3 comments 14 points Most recent by Clarity March 25Feature Requests
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  Onity Mortgage

  Active Duke0486 8 views 0 comments 1 point Started by Duke0486 March 24 Report Missing Financial Institution or Biller
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  Show the Transactional Data Limit gear icon without having to hover (edited)

  Active DryHeat 22 views 1 comment 8 points Most recent by sbennet1 March 24Feature Requests
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  Ability to Bulk Merge/Delete Payee & Category Rules (edited)

  Active jsy42 56 views 1 comment 5 points Most recent by Micky1701 March 24Feature Requests
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  Ability to set a Time Zone (edited)

  Active Earth Saras 27 views 3 comments 1 point Most recent by SRC54 March 24Feature Requests
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  Merged: studentaid.gov

  Closed was 3 views 0 comments 1 point Started by was March 23 Report Missing Financial Institution or Biller
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  Projected Cash Flow - Set an alternative baseline other than $0 (edited)

  Active Flopbot 28 views 3 comments 3 points Most recent by EL1234 March 23Feature Requests
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  Show pending totals for manual accounts (edited)

  Active Stroobs 37 views 4 comments 4 points Most recent by RobWilk March 23Feature Requests
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  Ability to deactivate or hide a category that is no longer in use

  Active nylhsa3 68 views 5 comments 15 points Most recent by Flopbot March 23Feature Requests
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  Add a search function to Savings Goals (edited)

  Active Stroobs 19 views 1 comment 3 points Most recent by Coach Kristina March 22Feature Requests
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  Merged: Request: Ability To Hide Categories In Selection Menus & Auto-fill Contexts

  Closed Stroobs 4 views 0 comments 1 point Started by Stroobs March 22 Feature Requests
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  Ability to Reopen Closed Accounts (edited)

  Active SZR 1.1K views 27 comments 70 points Most recent by Stroobs March 22Feature Requests