Active

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
1

Up

1st United Services Credit Union No Longer Available

Jon Noblejas 61 views 6 comments 1 point Most recent by Coach Jon August 2025Report Missing Financial Institution or Biller
53

Up Down

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

Active harinath 622 views 27 comments 53 points Most recent by SRC54 August 2025Feature Requests
40

Up Down

Add Payees List/Ability to Manage Payees (edited)

Active The Donovan 456 views 10 comments 40 points Most recent by Dick_Davis August 2025Feature Requests
14

Up Down

Investment Tab Upgrades

Active adizzlefoto 185 views 11 comments 14 points Most recent by Coach Natalie August 2025Feature Requests
8

Up Down

iOS: Swipe right to go back

Active Closed simplij 41 views 4 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
75

Up Down

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

Active purdnost 1.4K 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

Up Down

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

Up Down

Watchlists that can handle income rather than expenses

Active bleen 124 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 or Biller
20

Up Down

Handle Linking and Categorizing Transfer Transactions Better (edited)

Active emarzock 164 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
49

Up Down

Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

Active Flopbot 428 views 12 comments 49 points Most recent by travismartin92 August 2025Feature Requests
0

Up Down

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

Active wombatstew 44 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
3

Up

AAA Travel Advantage Credit Card - Comenity (edited)

Active Charles Collins 327 views 6 comments 3 points Most recent by Brian E August 2025Report Missing Financial Institution or Biller
7

Up Down

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
-2

Up Down

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

Dick_Davis 44 views 5 comments -2 points Most recent by TexanTommy August 2025Feature Requests
2

Up

First Trust Bank Mortgage & Loan (edited)

Active JTEck37 1 view 0 comments 2 points Started by JTEck37 August 2025 Report Missing Financial Institution or Biller
1

Up Down

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

Dick_Davis 35 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
3

Up Down

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

Up Down

Icons for Transaction Types

Active Dick_Davis 23 views 2 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
6

Up Down

Add a comparison view to Watchlists (edited)

Active Max1223 141 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
24

Up Down

Add ability to ignore individual Goal Contributions in Spending Plan

Active LtDan1912 351 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
11

Up Down

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

Active nylhsa3 46 views 2 comments 11 points Most recent by EL1234 August 2025Feature Requests
7

Up Down

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

Up Down

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

Active MommaCma 191 views 21 comments 32 points Most recent by Max1223 August 2025Feature Requests
7

Up Down

Projected usage graph and notifications for Credit Cards (edited)

Active scottnliz 80 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
2

Up Down

Download check images from the bank (edited)

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

Up Down

Savings Goal - Add New Types

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

Up Down

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