Active

Discussion List

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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 2024 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 2024 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 2024 Feature Requests
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  Merged: ADD CANADIAN TIRE BANK - CTFS

  miridiamb 1 view 0 comments 1 point Started by miridiamb March 2024 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 2024 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 2024 Feature Requests
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  Merged: Date filter

  drbeitzel 1 view 0 comments 1 point Started by drbeitzel March 2024 Feature Requests
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  Please add First National Bank of America

  Active bobodc1 2 views 0 comments 1 point Started by bobodc1 March 2024 Report Missing Financial Institution
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  Please add Oppenheimer & Co. Inc.

  Active bdaviskzoo 13 views 1 comment 3 points Most recent by bdaviskzoo March 2024Report Missing Financial Institution
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  Merged: Monthly Summary History

  brad08 1 view 0 comments 3 points Started by brad08 March 2024 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 2024 Feature Requests
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  Bill Connect: Ability to connect to a different BH Management resident account portal

  Active defiantsnack000 23 views 0 comments 1 point Started by defiantsnack000 March 2024 Report Missing Financial Institution
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  Ability to track cash transactions without an account/Automatically add a cash account (edited)

  Active kenklein 740 views 23 comments -1 point Most recent by Coach Kristina March 2024Feature Requests
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  Swap the colors on the Planned Spending progress bars (edited)

  Active sekelleykeesee 23 views 1 comment -2 points Most recent by RobWilk March 2024Feature Requests
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  Merged: Color Code Categories

  bcproducer 11 views 0 comments 3 points Started by bcproducer March 2024 Feature Requests
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  Better Simplifi Community integration into the mobile app (edited)

  Active Bgz 51 views 5 comments 1 point Most recent by RobWilk March 2024Feature Requests
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  Merged: Add Adviceworks Client Portal (Cetera)

  dahkshari 11 views 0 comments 1 point Started by dahkshari March 2024 Report Missing Financial Institution
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  Merged: Sinking Funds. Roll Over

  rkblower1 31 views 0 comments 3 points Started by rkblower1 March 2024 Feature Requests
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  Make releasing Planned Spending funds optional/suppress notifications about closing (edited)

  Active UrsulaA 157 views 4 comments 8 points Most recent by William K March 2024Feature 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 2024 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 2024 Feature Requests
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  Transaction Register: Status Column should be removed or also display other statuses (edited)

  Active ajbopp 113 views 6 comments 2 points Most recent by DannyB March 2024Feature Requests
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  Merged: Average shown in reports

  Mark23 11 views 0 comments -1 point Started by Mark23 March 2024 Feature Requests
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  Merged: Change Monthly Category Spending to Budget

  William K 31 views 0 comments 1 point Started by William K March 2024 Feature Requests
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  Ability to Manually Link/Merge Transactions in the Mobile App [edited] (1 Merged Vote)

  Active jtjones0304 59 views 3 comments 5 points Most recent by UrsulaA March 2024Feature Requests
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  Blur screen in iOS “App Switcher” (edited)

  Active ahealy 132 views 0 comments 2 points Started by ahealy March 2024 Feature Requests
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  Merged: Walgreens Synchrony Mastercard

  RosenJ 1 view 0 comments 1 point Started by RosenJ March 2024 Report Missing Financial Institution
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  Merged: Desert Financial Credit Union

  rbradle 1 view 0 comments 1 point Started by rbradle February 2024 Report Missing Financial Institution
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  Ability to Create Custom Account Types (edited)

  Active alkaboy 173 views 7 comments 5 points Most recent by UrsulaA February 2024Feature Requests
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  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Active afrancisco87 142 views 5 comments 3 points Most recent by Coach Natalie February 2024Feature Requests