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Discussion List

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  Ability to import QIF files (edited)

  Active rminnich 114 views 1 comment 2 points Most recent by Coach Kristina November 2024Feature Requests
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  Merged: Additional Account Information such as credit card expiration date and a Notes field [Edite…

  Closed LatAmSojourner 1 view 0 comments 1 point Started by LatAmSojourner November 2024 Feature Requests
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  Bills & Income Summary: Ability to see excluded reminder totals (edited)

  Active Mountain Man 12 views 0 comments 2 points Started by Mountain Man November 2024 Feature Requests
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  Ability to Link Manual Transactions to Recurring Reminders from the Reminder directly (edited)

  Active Flopbot 123 views 5 comments 6 points Most recent by RobWilk November 2024Feature Requests
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  Add other options besides "Monthly" to planned contributions for Savings Goals (edited)

  Active Flopbot 34 views 5 comments 12 points Most recent by Flopbot November 2024Feature Requests
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  Merged: Full Payee descriptions are needed (edited)

  Closed RobjWill718 1.1K views 0 comments 77 points Most recent by Flopbot November 2024Feature Requests
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  Merged: Date of Chase CC transactions

  Closed mllcpa 1 view 0 comments 1 point Most recent by RobWilk November 2024Feature Requests
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  Add a Cash Flow Report (edited)

  Active Sierra 25 views 0 comments 4 points Started by Sierra November 2024 Feature Requests
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  Merged: iPhone/iPad Widget to Track Remaining Budget for Specific Categories

  Closed estebanV 1 view 0 comments 1 point Started by estebanV November 2024 Feature Requests
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  Merged: Add Notes to Planned Spending Items in the Spending Plan

  Closed estebanV 1 view 0 comments 1 point Started by estebanV November 2024 Feature Requests
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  Mobile App: Keep the colors in the graphs consistent between Investments Balances and Performance

  Active L McGregor 1 view 0 comments 3 points Started by L McGregor November 2024 Feature Requests
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  Reports: Display totals in the bar graph without hovering (edited)

  Active featheredinvite 44 views 3 comments 7 points Most recent by Kseniya November 2024Feature Requests
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  Merged: Spending by Month Summary on Web/Desktop App (like in mobile)

  Closed Kseniya 1 view 0 comments 2 points Started by Kseniya November 2024 Feature Requests
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  Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage

  Active S Rainsford 43 views 1 comment 2 points Most recent by RobWilk November 2024Feature Requests
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  Add a column that shows the percent of total for each position held in your portfolio (edited)

  Active bretstu 14 views 1 comment 5 points Most recent by Lytol November 2024Feature Requests
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  Show a total for each of the sections in Settings>Recurring (edited)

  Active TGP 66 views 7 comments 4 points Most recent by Coach Natalie November 2024Feature Requests
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  Group Planned Spending Items by Category

  Active JMoney 13 views 0 comments 1 point Started by JMoney November 2024 Feature Requests
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  Open Savings Goals with no goal amount (edited)

  Active HSC 25 views 3 comments 15 points Most recent by JMoney November 2024Feature Requests
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  Ability to download or print Projected Cash Flow data (edited)

  Active JWD 31 views 3 comments 1 point Most recent by Coach Jon November 2024Feature Requests
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  Refresh online bank accounts every hour instead of every 4-6 hours (edited)

  Active RobWilk 44 views 7 comments 4 points Most recent by EL1234 November 2024Feature Requests
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  Merged: Change order of accounts in settings.

  Closed IgnacioRG 1 view 0 comments 1 point Most recent by RobWilk November 2024Feature Requests
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  Mobile App: Quick Add Transaction (edited)

  Active RunTimmy 220 views 8 comments 9 points Most recent by Coach Kristina November 2024Feature Requests
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  Merged: Quick Transaction Add Option

  Closed Jim Nissen 1 view 0 comments 1 point Started by Jim Nissen November 2024 Feature Requests
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  Apple Wallet: Auto Split Transactions if the API allows it

  Active RobWilk 17 views 1 comment 1 point Most recent by RobWilk November 2024Feature Requests
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  A Native Mac App

  Active kevinrickert 456 views 4 comments 3 points Most recent by SRC54 November 2024Feature Requests
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  Narrow down Watchlists with multiple Tags using AND based filtering (edited)

  Active Joey K 113 views 6 comments 4 points Most recent by Max1223 November 2024Feature Requests
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  Advanced Tag Filters using AND based filters or OR based filters (edited)

  Active nicola 90 views 5 comments 11 points Most recent by Max1223 November 2024Feature Requests
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  Louisiana 529

  Active J Collins 1 view 0 comments 1 point Started by J Collins November 2024 Report Missing Financial Institution
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  iPad: Support upside down orientation

  Active RobWilk 13 views 0 comments 3 points Started by RobWilk November 2024 Feature Requests
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  Support for Black Diamond Wealth Platform

  Active Brian Gregory 37 views 0 comments 2 points Started by Brian Gregory November 2024 Report Missing Financial Institution