Active

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Ability to set annual/overall Watchlist targets (edited)

Active cczh 113 views 5 comments 7 points Most recent by Jds May 2024Feature Requests
Merged: Ability for watchlist to “track by” multiple items (e.g. Account (not yet available) AND Pa…

Jds 11 views 0 comments 1 point Most recent by Jds May 2024Feature Requests
Merged: All-time Warchlist

LakGoy 1 view 0 comments 1 point Most recent by LakGoy May 2024Feature Requests
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Create Watchlists to track by Account (edited)

Active adelery 165 views 6 comments 12 points Most recent by Jds May 2024Feature Requests
Merged: Enable manual change from a closed account to disconnected

vitus 1 view 0 comments 1 point Most recent by vitus May 2024Feature Requests
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Ability to Search for Payees Under "Bills & Income"

Active Flopbot 37 views 2 comments 2 points Most recent by Flopbot May 2024Feature Requests
Merged: Option to mark a bill paid without an accompanying transaction

DannyB 41 views 0 comments 3 points Most recent by DannyB May 2024Feature Requests
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The Farmers State Bank - New Madison, Ohio (edited)

Active yendorreklaw 216 views 17 comments 1 point Most recent by yendorreklaw May 2024Report Missing Financial Institution or Biller
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Adjust the "Sent" and "Received" wording on Transfers Bucket in Spending plan (edited)

Active RobWilk 35 views 0 comments 4 points Most recent by RobWilk May 2024Feature Requests
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Peoples Bank Texas Personal

Active TxAV 113 views 5 comments 1 point Most recent by TxAV May 2024Report Missing Financial Institution or Biller
Merged: spending plan series not every month

mikeb1 1 view 0 comments 2 points Most recent by mikeb1 May 2024Feature Requests
27

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Uncheck "Apply/Set for Past/Existing Transactions" prompt by default [edited] (6 Merged Votes)

Active timmyc123 631 views 19 comments 27 points Most recent by balenblanken May 2024Feature Requests
4

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Include Categories and/or Tags in "Link to Existing Recurring" dialog

Active ajbopp 45 views 1 comment 4 points Most recent by WillardSB May 2024Feature Requests
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Need to add BMO Business

Active AAH 9 views 0 comments 1 point Most recent by AAH May 2024Report Missing Financial Institution or Biller
2

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Add a Sandbox Mode (edited)

Active EricG301 25 views 1 comment 2 points Most recent by Coach Jon May 2024Feature Requests
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Washington State Department of Retirement Systems - Voya (edited)

Active jbr 22 views 0 comments 2 points Most recent by jbr May 2024Report Missing Financial Institution or Biller
3

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Automatically add new accounts to existing bank connections (edited)

Active Piyush Aggarwal 63 views 0 comments 3 points Most recent by Piyush Aggarwal May 2024Feature Requests
4

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Extraco Banks

Active GVN1971 24 views 1 comment 4 points Most recent by jondarbar May 2024Report Missing Financial Institution or Biller
1

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Bill Connect: TouchNet Bill+Payment Solution

Active toby 44 views 0 comments 1 point Most recent by toby May 2024Report Missing Financial Institution or Biller
11

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Once a transaction is marked as "Reviewed", do not apply automatic changes (edited)

Active timmyc123 123 views 6 comments 11 points Most recent by ejs May 2024Feature Requests
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Add support for EquityZen

Active gsoccer 15 views 1 comment 1 point Most recent by Coach Jon May 2024Report Missing Financial Institution or Biller
Merged: Sofi Vaults

Proche 1 view 0 comments 1 point Most recent by Proche May 2024Feature Requests
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Add Zia Credit Union

Active MomtheManager 2 views 0 comments 1 point Most recent by MomtheManager May 2024Report Missing Financial Institution or Biller
Merged: Add "Sort" function to Spending Plan for Displayed Expenses

Kgo 1 view 0 comments 1 point Most recent by Kgo May 2024Feature Requests
Merged: Add split capabilities to recurring transactions and bills, or entire categories.

JCS 11 views 0 comments 2 points Most recent by JCS May 2024Feature Requests
Merged: Ability to edit the symbols for holdings on connected accounts [Edited]

X. Tao 11 views 0 comments 1 point Most recent by X. Tao May 2024Feature Requests
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VOYA - NYCDCP support

Active seabassdam 52 views 0 comments 1 point Most recent by seabassdam May 2024Report Missing Financial Institution or Biller
Merged: Separate Bills from Income in Spending Plan

punkorambo 1 view 0 comments 1 point Most recent by punkorambo May 2024Feature Requests
Merged: Dashboard Notes Section

M Wons 1 view 0 comments 1 point Most recent by M Wons May 2024Feature Requests
Merged: Streamline category search

Webdeb3233 1 view 0 comments 1 point Most recent by Webdeb3233 May 2024Feature Requests