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Discussion List

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  Merged: Manual Debt Accounts

  Closed ewd_20834756 11 views 0 comments 1 point Most recent by SRC54 December 2025Feature Requests
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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 74 views 4 comments 6 points Most recent by SRC54 December 2025Feature Requests
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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 108 views 6 comments 8 points Most recent by SRC54 December 2025Feature Requests
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  62

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

  Active JMP 548 views 20 comments 62 points Most recent by patate1684 December 2025Feature Requests
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  3

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

  jwphillips 33 views 2 comments 3 points Most recent by SRC54 December 2025Feature Requests
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  20

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

  Active SamM 390 views 15 comments 20 points Most recent by SRC54 December 2025Feature Requests
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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 232 views 9 comments 10 points Most recent by TiggerTrainer December 2025Feature Requests
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  6

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  What-if analysis for loans (edited)

  Active Dancin-Ted-Danson 47 views 4 comments 6 points Most recent by TiggerTrainer December 2025Feature Requests
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  6

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

  Active JoshuaEnthusiasm 22 views 2 comments 6 points Most recent by DannyB December 2025Feature Requests
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  Add Rocket Loans

  Active Krick 49 views 0 comments 1 point Started by Krick December 2025 Report Missing Financial Institution or Biller
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  Merged: More Total Spending Report Categories

  Closed 6-1blonde 1 view 0 comments 1 point Started by 6-1blonde December 2025 Feature Requests
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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 36 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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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 18 views 2 comments 0 points Most recent by Coach Natalie December 2025Feature Requests
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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 Feature Requests
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  Merged: Net Worth Report

  Closed SCT41 1 view 0 comments 1 point Started by SCT41 December 2025 Feature Requests
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  Merged: Filter by Date for Transactions grid or list

  Closed Ruonline 1 view 0 comments 1 point Started by Ruonline December 2025 Feature Requests
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  Please add iTrustCapital

  Active MrMcNuggets 1 view 0 comments 1 point Started by MrMcNuggets December 2025 Report Missing Financial Institution or Biller
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 378 views 9 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Merged: Default Sort Should Be Descending Balance, Not Alphabetical

  Closed PhoenixV 1 view 0 comments 1 point Started by PhoenixV November 2025 Feature Requests
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  Merged: Allow users to manually add subcategories under the Transfer category.

  Closed DryHeat 1 view 0 comments 1 point Started by DryHeat November 2025 Feature Requests
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  1

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  Integrate with ChatGPT (edited)

  Active hokuto 11 views 0 comments 1 point Started by hokuto November 2025 Feature Requests
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  46

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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 371 views 17 comments 46 points Most recent by DannyB November 2025Feature Requests
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  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 468 views 5 comments 6 points Most recent by Coach Natalie November 2025Feature Requests
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  Merged: Balance Sheet date specific

  Closed RASA 1 view 0 comments 2 points Most recent by moneymoneymoney111 November 2025Feature Requests
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  Add an Account Type for Equity Accounts (edited)

  Active RASA 3 views 0 comments 3 points Started by RASA November 2025 Feature Requests
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  Merged: User defined duration for watchlists

  Closed nrp06 1 view 0 comments 3 points Most recent by SRC54 November 2025Feature Requests
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  Ability to enter a Start Date for Watchlists (edited)

  Active EL1234 103 views 3 comments 6 points Most recent by SRC54 November 2025Feature Requests
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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 44 views 5 comments -1 point Most recent by EL1234 November 2025Feature Requests
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  35

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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 989 views 45 comments 35 points Most recent by flintster_99 November 2025Feature Requests
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  Merged: Support for Extended Transaction Details (AKA Extended Details)

  Closed 110011 1 view 0 comments 1 point Started by 110011 November 2025 Feature Requests