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Discussion List

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  Merged: Category rules using "containing" vs exact

  Arock77 1 view 0 comments 2 points Started by Arock77 March 2024 Feature Requests
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  Ability to create Category Rules based on keywords for the Payee (edited)

  Active a7790 381 views 8 comments 13 points Most recent by Arock77 March 2024Feature Requests
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  Merged: Interest income from brokerage accounts be added to income

  bigdeepbreath 1 view 0 comments 1 point Started by bigdeepbreath March 2024 Feature Requests
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  Student Mode

  Active smithpete001 11 views 0 comments 2 points Started by smithpete001 March 2024 Feature Requests
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  Transaction search box needs a "Help" link next to it

  Active DavidB 11 views 0 comments 1 point Started by DavidB March 2024 Feature Requests
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  Union Bank & Trust - Nebraska - Retirement Plan Services & Health Accounts

  Active AffineParameter 11 views 0 comments 1 point Started by AffineParameter March 2024 Report Missing Financial Institution
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  Bell Bank Retirement Accounts (edited)

  Active jonathangutzmann 71 views 3 comments 1 point Most recent by jmyers98 March 2024Report Missing Financial Institution
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  Merged: add Category icons - in Transactions list etc.

  random 1 view 0 comments 1 point Started by random March 2024 Feature Requests
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  Mobile App: Dark Mode setting is independent when Space Sharing (edited)

  Active Flopbot 21 views 0 comments 0 points Started by Flopbot March 2024 Feature Requests
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  Bill Connect: Lexington-Fayette Urban County Government (LexServ) [edited]

  Active 75McK 72 views 5 comments 1 point Most recent by Coach Jon March 2024Report Missing Financial Institution
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  Merged: Support INR banks and investments firms - convert INR to USD automatically

  Batman03 11 views 0 comments 1 point Started by Batman03 March 2024 Feature Requests
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  FirstBank (edited)

  Active Allyson 21 views 0 comments 1 point Started by Allyson March 2024 Report Missing Financial Institution
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  Ability to track short positions in the Investments Portfolio

  Active System 72 views 7 comments 2 points Most recent by SimpliJSHL March 2024Feature Requests
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  Ability to add a Tag to just one side of a Transfer (edited)

  Active wphenry 64 views 4 comments 0 points Most recent by UrsulaA March 2024Feature Requests
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  Merged: Bill Connect: Lexington-Fayette Urban County Government

  75McK 41 views 0 comments 1 point Started by 75McK March 2024 Report Missing Financial Institution
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  Merged: Ability to adjust dates for split transactions

  kkw.1991 1 view 0 comments 1 point Started by kkw.1991 March 2024 Feature Requests
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  Ability to drill down each section of the Credit Score feature (edited)

  Active UrsulaA 44 views 4 comments 3 points Most recent by UrsulaA March 2024Feature Requests
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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 1 view 0 comments 1 point Started by bobodc1 March 2024 Report Missing Financial Institution
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  Please add Oppenheimer & Co. Inc.

  Active bdaviskzoo 11 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 800 views 23 comments -1 point Most recent by Coach Kristina March 2024Feature Requests