Active

Merged: Rule to split transaction (edited)

Closed sidewalkboots 1 view 0 comments 1 point Most recent by sidewalkboots September 2025Feature Requests
1

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Have recurring transactions show up in planned spending (edited)

Active GirlFriday715 693 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests
Merged: Receipt scanning with auto-categorization

Closed edcB 1 view 0 comments 2 points Most recent by edcB August 2025Feature Requests
Merged: Add a 'Tax Related' Filter (edited)

Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 August 2025Feature Requests
Merged: Create Watchlists using Flags as work around for inability to exclude Tags

Closed Max1223 11 views 0 comments 2 points Most recent by Max1223 August 2025Feature Requests
9

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Allow Watchlists based on Flags

Active ajbopp 97 views 9 comments 9 points Most recent by Max1223 August 2025Feature Requests
Merged: Debt reduction planner

Closed Flaviking 1 view 0 comments 1 point Most recent by RobWilk August 2025Feature Requests
Merged: Show the account balance minus money set aside in the account forecast [Edited]

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

Active Zaylen 3 views 0 comments 3 points Most recent by Zaylen August 2025Report Missing Financial Institution or Biller
Merged: Add an "Unspent" Number to Top of Spending Plan Page

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

Jon Noblejas 80 views 6 comments 1 point Most recent by Coach Jon August 2025Report Missing Financial Institution or Biller
43

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Add Payees List/Ability to Manage Payees (edited)

Active The Donovan 627 views 10 comments 43 points Most recent by Dick_Davis August 2025Feature Requests
15

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Investment Tab Upgrades

Active adizzlefoto 225 views 11 comments 15 points Most recent by Coach Natalie August 2025Feature Requests
8

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iOS: Swipe right to go back

Active Closed simplij 60 views 4 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
Merged: Add CSV download from High Level Reporting Results

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

Active superalloy 14 views 0 comments 1 point Most recent by superalloy August 2025Feature Requests
27

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Watchlists that can handle income rather than expenses

Active bleen 153 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 Most recent by Jmod August 2025Report Missing Financial Institution or Biller
20

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Handle Linking and Categorizing Transfer Transactions Better (edited)

Active emarzock 224 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
51

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Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

Active Flopbot 479 views 12 comments 51 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 58 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 343 views 6 comments 3 points Most recent by Brian E August 2025Report Missing Financial Institution or Biller
8

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Link Refunds with Purchases to Net Out Spending Amounts

Active Trusia55 43 views 3 comments 8 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 66 views 5 comments -1 point 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 Most recent by JTEck37 August 2025Report Missing Financial Institution or Biller
1

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

Dick_Davis 37 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
2

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Icons for Transaction Types

Active Dick_Davis 49 views 2 comments 2 points Most recent by Dick_Davis August 2025Feature Requests
6

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Add a comparison view to Watchlists (edited)

Active Max1223 157 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
24

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Add ability to ignore individual Goal Contributions in Spending Plan

Active LtDan1912 422 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
7

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

Active ccrawford 42 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests