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Discussion List

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  Ability to drill down each section of the Credit Score feature (edited)

  Active UrsulaA 44 views 4 comments 3 points Most recent by UrsulaA March 6Feature Requests
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  Merged: Idea on How to Acurately Include Planned Expenses in Cash Flow

  CTopher 1 view 0 comments 1 point Started by CTopher March 6 Feature Requests
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  Merged: Have the option to get rid of the “everything else” category in reports (edited)

  Jakebernardi 1 view 0 comments 0 points Started by Jakebernardi March 6 Feature Requests
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  Merged: Only prompt for Multi-factor authentication on demand

  markv 11 views 0 comments 5 points Started by markv March 6 Feature Requests
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  Merged: ADD CANADIAN TIRE BANK - CTFS

  miridiamb 1 view 0 comments 1 point Started by miridiamb March 5 Report Missing Financial Institution
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  Merged: Show month progress indicator over the top of spending plan charts

  shaneharley90 1 view 0 comments 1 point Started by shaneharley90 March 5 Feature Requests
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  Merged: Watchlist Projected = Spent so far plus upcoming bills and subscriptions

  UrsulaA 1 view 0 comments 1 point Started by UrsulaA March 5 Feature Requests
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  Watchlists: Exclude Upcoming Reminders from 'Spent so far' amount (edited)

  Active CharlieP 271 views 18 comments 24 points Most recent by UrsulaA March 5Feature Requests
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  Heartland Credit Union of MN

  Active csraw 22 views 2 comments 3 points Most recent by jenwestpfahl March 4Report Missing Financial Institution
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  Merged: Date filter

  drbeitzel 1 view 0 comments 1 point Started by drbeitzel March 4 Feature Requests
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  Please add First National Bank of America

  Active bobodc1 7 views 0 comments 1 point Started by bobodc1 March 4 Report Missing Financial Institution
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  Please add Oppenheimer & Co. Inc.

  Active bdaviskzoo 14 views 1 comment 3 points Most recent by bdaviskzoo March 4Report Missing Financial Institution
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  Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)

  Active AAAAHHHHHHHH 2.2K views 44 comments 129 points Most recent by UrsulaA March 4Feature Requests
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  Merged: Monthly Summary History

  brad08 1 view 0 comments 3 points Started by brad08 March 4 Feature Requests
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  Merged: Year-to-date (Last 12 months) Date range option

  getquickevenbetter 21 views 0 comments 4 points Started by getquickevenbetter March 4 Feature Requests
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  Bill Connect: Ability to connect to a different BH Management resident account portal

  Active defiantsnack000 25 views 0 comments 1 point Started by defiantsnack000 March 4 Report Missing Financial Institution
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  Ability to track cash transactions without an account/Automatically add a cash account (edited)

  Active kenklein 561 views 23 comments -1 point Most recent by Coach Kristina March 3Feature Requests
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  Swap the colors on the Planned Spending progress bars (edited)

  Active sekelleykeesee 26 views 1 comment -2 points Most recent by RobWilk March 3Feature Requests
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  Transfers should show the word "Transfer" in the Category column

  Active EL1234 138 views 9 comments 69 points Most recent by kollock March 3Feature Requests
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  Track Interest Rates for Accounts (edited)

  Active Chauncey 262 views 7 comments 17 points Most recent by Tyjuan March 3Feature Requests
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  Merged: Color Code Categories

  bcproducer 11 views 0 comments 3 points Started by bcproducer March 2 Feature Requests
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  Color coding tags/categories/accounts (edited)

  Active shinyllama 80 views 1 comment 10 points Most recent by bcproducer March 2Feature Requests
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  Better Simplifi Community integration into the mobile app (edited)

  Active Bgz 57 views 5 comments 1 point Most recent by RobWilk March 2Feature Requests
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  Merged: Add Adviceworks Client Portal (Cetera)

  dahkshari 11 views 0 comments 1 point Started by dahkshari March 2 Report Missing Financial Institution
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  Merged: Sinking Funds. Roll Over

  rkblower1 31 views 0 comments 3 points Started by rkblower1 March 2 Feature Requests
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  Ability to exclude 'paid' items from the Bills total in the Spending Plan (edited)

  Active JuMelo 37 views 0 comments -2 points Started by JuMelo March 2 Feature Requests
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  Make releasing Planned Spending funds optional/suppress notifications about closing (edited)

  Active UrsulaA 153 views 4 comments 7 points Most recent by William K March 2Feature Requests
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  Merged: Add Notes column to transactions in the Reports section

  James-0401 11 views 0 comments 1 point Started by James-0401 March 2 Feature Requests
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  Merged: Bill/Subscriptions when category is the same as Planned Spending

  thaJack 21 views 0 comments -3 points Started by thaJack March 1 Feature Requests
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  Transaction Register: Status Column should be removed or also display other statuses (edited)

  Active ajbopp 114 views 6 comments 1 point Most recent by DannyB March 1Feature Requests