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Discussion List

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

  Active Flopbot 183 views 9 comments 5 points Most recent by Flopbot May 2025Feature Requests
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  Merged: Transactions in Manual Investment Accounts should update Holdings

  Closed CharlieVA 1 view 0 comments 1 point Most recent by CharlieVA May 2025Feature Requests
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  add CUSO / Clear1 for Millbury CU

  Active markr9805 4 views 0 comments 1 point Most recent by markr9805 May 2025Report Missing Financial Institution or Biller
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  Remove the 1000 Limit for Transaction Rules (edited)

  Active ZackLester 59 views 5 comments 3 points Most recent by Flopbot April 2025Feature Requests
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  Add an 'Email' notification for Watchlists (edited)

  Active hyoussef7471 31 views 2 comments 2 points Most recent by Coach Natalie April 2025Feature Requests
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  Bill Connect: Add Quicken/Simplifi Subscription (edited)

  Active Westka 16 views 1 comment 3 points Most recent by Amethyst64 April 2025Report Missing Financial Institution or Biller
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  Merged: Paychex Flex

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

  Closed kevinbcole 1 view 0 comments 1 point Most recent by RobWilk April 2025Feature Requests
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  Watchlists: Update the Graph Data when filtering the Transaction Activity area (edited)

  Active Max1223 74 views 6 comments 2 points Most recent by Max1223 April 2025Feature Requests
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  Merged: Notes per split transactions

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

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

  Closed Chilly 1 view 0 comments 1 point Most recent by Chilly April 2025Managing Businesses
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  Please add Shane Co Card (edited)

  Active johnmollberg 37 views 3 comments 1 point Most recent by Coach Jon April 2025Report Missing Financial Institution or Biller
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  Ability to re-import exported CSV files (edited)

  Active nothin7 114 views 2 comments 8 points Most recent by philipkd April 2025Feature Requests
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  Add FutureCard (by Piermont Bank)

  Active mariafed 22 views 0 comments 3 points Most recent by mariafed April 2025Report Missing Financial Institution or Biller
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  Merged: Custom organize "All transactions" column

  Closed 206Giff 1 view 0 comments 1 point Most recent by 206Giff April 2025Feature Requests
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  Add a Savings Goal option to reach a target Account Balance (edited)

  Active jsy42 53 views 3 comments 5 points Most recent by Coach Kristina April 2025Feature Requests
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  Merged: Spending Plans modified

  Closed cbishop1965 1 view 0 comments 0 points Most recent by RobWilk April 2025Feature Requests
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  Merged: Second Authorization From Bank Updates

  Closed RoyM 1 view 0 comments 1 point Most recent by RoyM April 2025Feature Requests
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  Merged: Ability to attach pdf receipts from Files

  Closed kevinbcole 1 view 0 comments 1 point Most recent by kevinbcole April 2025Feature Requests
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  Merged: one Click turn Reminder in to Transaction

  Closed Adye 1 view 0 comments 2 points Most recent by Adye April 2025Feature Requests
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  Ability to toggle 'Spent' tile on Dashboard to exclude/include account hidden from Reports (edited)

  Active papermuffins 171 views 7 comments 4 points Most recent by Coach Natalie April 2025Feature Requests
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  Connecting to OneGold

  Active kingicarus 32 views 4 comments 2 points Most recent by dlezama April 2025Report Missing Financial Institution or Biller
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  Fremont Bank - Non-Mortgage Accounts (edited)

  Active MoneyMinder 13 views 0 comments 1 point Most recent by MoneyMinder April 2025Report Missing Financial Institution or Biller
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  Merged: Percent breakdowns

  Closed Maddox 1 view 0 comments 1 point Most recent by Maddox April 2025Feature Requests
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  Add Projected Cash Flow to the 'Net Worth' section of the Accounts List (edited)

  Active RobWilk 12 views 0 comments -1 point Most recent by RobWilk April 2025Feature Requests
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  Mobile App: Improve toggle functions when creating a Category (edited)

  Active Micky1701 68 views 8 comments 1 point Most recent by Micky1701 April 2025Feature Requests
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  Merged: Manual transactions should update holdings and cost basis in manual investment accounts

  Closed dlezama 1 view 0 comments 1 point Most recent by dlezama April 2025Feature Requests
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  Bill Connect: Moxie Pest Control (edited)

  Active gmbrady 3 views 0 comments 1 point Most recent by gmbrady April 2025Report Missing Financial Institution or Biller
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  Merged: Ability to restore deleted transactions

  Closed Dudley C Rose 11 views 0 comments 2 points Most recent by Coach Kristina April 2025Feature Requests