Active

Discussion List

• 
  Merged: Custom reports on dashboard

  Closed JBThe@rchitech 11 views 0 comments 2 points Most recent by Coach Kristina May 2025Feature Requests
• 
  1

  Up Down
  QBP: Ability to Import Invoice data [Edited]

  Active marksomebody 1 view 0 comments 1 point Most recent by marksomebody May 2025Feature Requests
• 
  28

  Up Down
  Add ability to have multiple levels of Subcategories [edited] (1 Merged Vote)

  Active Andrew 378 views 16 comments 28 points Most recent by gwonky May 2025Feature Requests
• 
  2

  Up
  Add Rockefeller Digital

  Active MGK 12 views 0 comments 2 points Most recent by MGK May 2025Report Missing Financial Institution or Biller
• 
  Merged: Be able to see how much of 'Planned Spending' has been used/unused

  Closed Ahenry412 1 view 0 comments 1 point Most recent by Ahenry412 May 2025Feature Requests
• 
  2

  Up Down
  Change Recurring Amount Effective with a Future Date

  Active Jenny T 3 views 0 comments 2 points Most recent by Jenny T May 2025Feature Requests
• 
  Merged: Watchlists breakdown by subcategory

  Closed SD Carson 1 view 0 comments 1 point Most recent by SD Carson May 2025Feature Requests
• 
  3

  Up Down
  Add a pie chart for Liabilities (edited)

  Active msit 3 views 1 comment 3 points Most recent by Coach Natalie May 2025Feature Requests
• 
  16

  Up Down
  Ability to mark a 'Cleared' transaction as 'Pending' (edited)

  Active RobWilk 419 views 13 comments 16 points Most recent by RobWilk May 2025Feature Requests
• 
  3

  Up
  New American Funding

  Active rtuckr 55 views 2 comments 3 points Most recent by Lightman0x53 May 2025Report Missing Financial Institution or Biller
• 
  2

  Up
  CollegeboundSaver RI

  Active stephaniemcastilla 11 views 1 comment 2 points Most recent by Emily Z May 2025Report Missing Financial Institution or Biller
• 
  9

  Up Down
  Ability to customize Images for Savings Goals (edited)

  Active Flopbot 31 views 2 comments 9 points Most recent by rhart1716 May 2025Feature Requests
• 
  Merged: Issues with connecting to Lively.com

  Closed Altdata 1 view 0 comments 1 point Most recent by Altdata May 2025Report Missing Financial Institution or Biller
• 
  Merged: Ability to split transactions and then change the date for each split item

  Closed aransomeCO 1 view 0 comments 1 point Most recent by aransomeCO May 2025Feature Requests
• 
  Merged: Ability to compare (in visual form) spending between filterable time periods.

  Closed aransomeCO 1 view 0 comments 2 points Most recent by aransomeCO May 2025Feature Requests
• 
  2

  Up
  Supporting Neo Financial Bank Canada

  Active Sourabh 128 views 4 comments 2 points Most recent by Money27361963 May 2025Report Missing Financial Institution or Biller
• 
  Merged: Build a rule that excludes based on keywords [Edited]

  Closed Simplify Master 1 view 0 comments 1 point Most recent by Simplify Master May 2025Feature Requests
• 
  5

  Up Down
  Web App: Ability to Group Tags like the Mobile App (edited)

  Active Flopbot 127 views 9 comments 5 points Most recent by Flopbot May 2025Feature Requests
• 
  Merged: Transactions in Manual Investment Accounts should update Holdings

  Closed CharlieVA 1 view 0 comments 1 point Most recent by CharlieVA May 2025Feature Requests
• 
  1

  Up
  add CUSO / Clear1 for Millbury CU

  Active markr9805 1 view 0 comments 1 point Most recent by markr9805 May 2025Report Missing Financial Institution or Biller
• 
  3

  Up Down
  Remove the 1000 Limit for Transaction Rules (edited)

  Active ZackLester 35 views 5 comments 3 points Most recent by Flopbot April 2025Feature Requests
• 
  2

  Up Down
  Add an 'Email' notification for Watchlists (edited)

  Active hyoussef7471 21 views 2 comments 2 points Most recent by Coach Natalie April 2025Feature Requests
• 
  3

  Up
  Bill Connect: Add Quicken/Simplifi Subscription (edited)

  Active Westka 12 views 1 comment 3 points Most recent by Amethyst64 April 2025Report Missing Financial Institution or Biller
• 
  Merged: Paychex Flex

  Closed Joezappie 1 view 0 comments 1 point Most recent by Joezappie April 2025Report Missing Financial Institution or Biller
• 
  Merged: Ability to attach PDF’s as attachments/receipts

  Closed kevinbcole 1 view 0 comments 1 point Most recent by RobWilk April 2025Feature Requests
• 
  2

  Up Down
  Watchlists: Update the Graph Data when filtering the Transaction Activity area (edited)

  Active Max1223 62 views 6 comments 2 points Most recent by Max1223 April 2025Feature Requests
• 
  Merged: Notes per split transactions

  Closed Chr 1 view 0 comments 1 point Most recent by Chr April 2025Feature Requests
• 
  Merged: Automatically categorize imported transactions for manual accounts (edited)

  Closed Dillon 1 view 0 comments 1 point Most recent by Dillon April 2025Feature Requests
• 
  Merged: Please add eQuipt

  Closed Chilly 1 view 0 comments 1 point Most recent by Chilly April 2025Managing Businesses
• 
  1

  Up
  Please add Shane Co Card (edited)

  Active johnmollberg 32 views 3 comments 1 point Most recent by Coach Jon April 2025Report Missing Financial Institution or Biller