Active

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

Active purdnost 1.3K views 38 comments 75 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
1

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Ability to add a one time income or expense event to the retirement planner (edited)

Active superalloy 11 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 122 views 7 comments 27 points Most recent by Kevp123 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 162 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
49

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Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

Active Flopbot 419 views 12 comments 49 points Most recent by travismartin92 August 2025Feature Requests
0

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Investment Transactions should not categorize "Fees" as an expense (edited)

Active wombatstew 35 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
3

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AAA Travel Advantage Credit Card - Comenity (edited)

Active Charles Collins 324 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 42 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
-2

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Move the "delete" button to the left when deleting transactions, and make it a trash can icon

Dick_Davis 42 views 5 comments -2 points Most recent by TexanTommy August 2025Feature Requests
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First Trust Bank Mortgage & Loan (edited)

Active JTEck37 1 view 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 32 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 22 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 22 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 141 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 344 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 34 views 3 comments 1 point Most recent by SRC54 August 2025Feature Requests
10

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Ability to deactivate or hide a category that is no longer in use

Active nylhsa3 41 views 2 comments 10 points Most recent by EL1234 August 2025Feature Requests
7

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Option to auto-end a Recurring Series once total amount has been reached (edited)

Active ccrawford 32 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
32

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Recurring Savings Goals year over year/ability to restart Goals (edited)

Active MommaCma 183 views 21 comments 32 points Most recent by Max1223 August 2025Feature Requests
7

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Projected usage graph and notifications for Credit Cards (edited)

Active scottnliz 76 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
2

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Download check images from the bank (edited)

Active Oren 1 view 0 comments 2 points Started by Oren August 2025 Feature Requests
9

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Savings Goal - Add New Types

Active Flopbot 112 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
2

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The Spending and Income Dashboard cards should have y-axis gridlines (edited)

alkaboy 1 view 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
Merged: Exclude Pending Transactions from Dashboard, Reports, Etc.

Closed alkaboy 1 view 0 comments 1 point Started by alkaboy August 2025 Feature Requests
3

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Add a List View to Savings Goals (edited)

Active ajcrush 1 view 1 comment 3 points Most recent by Coach Natalie August 2025Feature Requests
7

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Ability to view the past in Projected Cash Flow (edited)

Active Jerrod 22 views 0 comments 7 points Started by Jerrod August 2025 Feature Requests
2

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Year-End Report Notation Log (edited)

Michael23 11 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
11

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Ability to Track Employee Pension Plans (edited)

Active EgyptianHokie 278 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests