Active

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Allow Watchlists based on Flags

Active ajbopp 57 views 9 comments 9 points Most recent by Max1223 August 2025Feature Requests
Merged: Create Watchlists using Flags as work around for inability to exclude Tags

Closed Max1223 11 views 0 comments 2 points Started by Max1223 August 2025 Feature Requests
Merged: Show the account balance minus money set aside in the account forecast [Edited]

Closed Flaviking 11 views 0 comments 2 points Started by Flaviking August 2025 Feature Requests
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Voya Farm Credit Foundations 401(k) Plan

Active Zaylen 4 views 0 comments 2 points Started by Zaylen August 2025 Report Missing Financial Institution
Merged: Add an "Unspent" Number to Top of Spending Plan Page

Closed buttersh 1 view 0 comments 1 point Started by buttersh August 2025 Feature Requests
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1st United Services Credit Union No Longer Available

Jon Noblejas 63 views 6 comments 1 point Most recent by Coach Jon August 2025Report Missing Financial Institution
288

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Split transactions should be treated as separate transactions (2 Merged Votes)

Active bcrossman 4.7K views 162 comments 288 points Most recent by Max1223 August 2025Feature Requests
53

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Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

Active harinath 590 views 27 comments 53 points Most recent by SRC54 August 2025Feature Requests
37

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Add Payees List/Ability to Manage Payees (edited)

Active The Donovan 426 views 10 comments 37 points Most recent by Dick_Davis August 2025Feature Requests
14

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Investment Tab Upgrades

Active adizzlefoto 175 views 11 comments 14 points Most recent by Coach Natalie August 2025Feature Requests
8

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iOS: Swipe right to go back

Active Closed simplij 44 views 4 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
74

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Customize Budget Cycle (As Opposed to Month-to-Month) (3 Merged Votes)

Active purdnost 1.3K views 38 comments 74 points Most recent by Kevp123 August 2025Feature Requests
Merged: Add CSV download from High Level Reporting Results

Closed PWarrenB 1 view 0 comments 1 point Started by PWarrenB August 2025 Feature Requests
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Ability to add a one time income or expense event to the retirement planner (edited)

Active superalloy 12 views 0 comments 1 point Started by superalloy August 2025 Feature Requests
27

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Watchlists that can handle income rather than expenses

Active bleen 121 views 7 comments 27 points Most recent by Kevp123 August 2025Feature Requests
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Add total spent to Top Spending Categories dashboard card (edited)

Active davidkrethallen 83 views 3 comments 11 points Most recent by Max1223 August 2025Feature Requests
Merged: Please add Lively HSA

Closed Jmod 1 view 0 comments 1 point Started by Jmod August 2025 Report Missing Financial Institution
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Handle Linking and Categorizing Transfer Transactions Better (edited)

Active emarzock 152 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
48

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Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

Active Flopbot 397 views 12 comments 48 points Most recent by travismartin92 August 2025Feature Requests
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Investment Transactions should not categorize "Fees" as an expense (edited)

Active wombatstew 29 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
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AAA Travel Advantage Credit Card - Comenity (edited)

Active Charles Collins 325 views 6 comments 3 points Most recent by Brian E August 2025Report Missing Financial Institution
7

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Link Refunds with Purchases to Net Out Spending Amounts

Active Trusia55 44 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
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Move the "delete" button to the left when deleting transactions, and make it a trash can icon

Dick_Davis 36 views 5 comments -2 points Most recent by TexanTommy August 2025Feature Requests
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First Trust Bank Mortgage & Loan (edited)

Active JTEck37 2 views 0 comments 2 points Started by JTEck37 August 2025 Report Missing Financial Institution
1

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Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

Dick_Davis 28 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
3

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Ability to close/minimize the Spending Plan 'Totals' panel on the Web App (edited)

missyrae7 21 views 1 comment 3 points Most recent by Coach Natalie August 2025Feature Requests
1

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Icons for Transaction Types

Active Dick_Davis 29 views 2 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
6

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Add a comparison view to Watchlists (edited)

Active Max1223 144 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
23

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Add ability to ignore individual Goal Contributions in Spending Plan

Active LtDan1912 340 views 8 comments 23 points Most recent by DannyB August 2025Feature Requests
1

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Expand the "Hide Cents" option across all Reports

alkaboy 24 views 3 comments 1 point Most recent by SRC54 August 2025Feature Requests