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Discussion List

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  Merged: Contribute to savings goal should default to last account used

  tej 11 views 0 comments 2 points Started by tej September 2023 Feature Requests
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  Ability to use Transaction Rules/Quickfill for manual transactions (edited)

  Active SamM 241 views 11 comments 12 points Most recent by DJames September 2023Feature Requests
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  Merged: Manual Entry Payee and Category Rules

  DJames 1 view 0 comments 1 point Started by DJames September 2023 Feature Requests
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  Merged: Ability to exclude accounts from the Net Worth Report (edited)

  DEA3 11 views 0 comments 1 point Started by DEA3 September 2023 Feature Requests
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  Add Hover Text to Savings Goals > By Account

  Active Flopbot 63 views 2 comments 3 points Most recent by RobWilk September 2023Feature Requests
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  Merged: Remove news feed from investments

  ffurja 1 view 0 comments 0 points Started by ffurja September 2023 Feature Requests
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  Merged: Bulk select

  listenlearn747 1 view 0 comments 1 point Started by listenlearn747 September 2023 Feature Requests
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  Rename the "Payee" field to "Payee/Payor" (edited)

  Active perkin-warbeck 36 views 0 comments 6 points Started by perkin-warbeck September 2023 Feature Requests
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  Add an indicator for accounts that are included in the Spending Plan (edited)

  Active pawebb 22 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  Make the Upcoming section design like the Spending Plan (edited)

  Active pawebb 41 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
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  Merged: Performance manual transaction

  Tarcisio 21 views 0 comments 1 point Started by Tarcisio August 2023 Feature Requests
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  Merged: Make view selections sticky

  pawebb 1 view 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  Mobile App: Touch and Hold to Rearrange Expenses in Planned Spending

  Active purdnost 44 views 2 comments 5 points Most recent by pawebb August 2023Feature Requests
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  Merged: Spending Plan show monthly funds needed for an annual expense

  KevinK 11 views 0 comments 1 point Started by KevinK August 2023 Feature Requests
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  Merged: Add "select all" option on report filters

  ender 1 view 0 comments 1 point Started by ender August 2023 Feature Requests
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  Ability to sort or rearrange Savings Goals in the Spending Plan (edited)

  Active pawebb 34 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  7

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  Saved Reports as a Dashboard Widget (edited)

  Active papermuffins 64 views 1 comment 7 points Most recent by Coach Natalie August 2023Feature Requests
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  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 34 views 0 comments 3 points Started by pawebb August 2023 Feature Requests
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  Savings Goals: Turn 'Max available' into a button that inserts the amount for withdrawal (edited)

  Active pawebb 33 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  Merged: ONE Financial

  Kacy 1 view 0 comments 1 point Started by Kacy August 2023 Report Missing Financial Institution
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  Merged: Bill Pay Tracking

  CROforce 1 view 0 comments 1 point Started by CROforce August 2023 Feature Requests
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  Merged: Auto-filling for categories in manual input

  Phismil 11 views 0 comments 0 points Started by Phismil August 2023 Feature Requests
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  Merged: Allow Auto Entering of Recurring Transactions on Manual Accounts

  Wooloomooloo2 1 view 0 comments 1 point Started by Wooloomooloo2 August 2023 Feature Requests
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  Ability to set the default "Status" of a manual transaction to Pending instead of Cleared (edited)

  Active Scotty Mac 93 views 1 comment 4 points Most recent by pawebb August 2023Feature Requests
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  Balances with pending: see both balances or make toggling simple [edited] (1 Merged Voted)

  Active syrilmathai 178 views 14 comments 12 points Most recent by RobWilk August 2023Feature Requests
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  Merged: Idea: Transaction view Cleared and Pending balance

  pawebb 11 views 0 comments 0 points Started by pawebb August 2023 Feature Requests
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  Option to auto-end a Recurring Series once total amount has been reached (edited)

  Active ccrawford 23 views 3 comments 6 points Most recent by RobWilk August 2023Feature Requests
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  Bill Connect: Pacific Life Insurance

  Active pawebb 22 views 0 comments 1 point Started by pawebb August 2023 Report Missing Financial Institution
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  Bill Connect: Orkin

  Active pawebb 45 views 0 comments 1 point Started by pawebb August 2023 Report Missing Financial Institution
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  Bill Connect: Community Internet Providers

  Active pawebb 33 views 0 comments 1 point Started by pawebb August 2023 Report Missing Financial Institution