Active

Merged: Category rules using "containing" vs exact

Arock77 1 view 0 comments 2 points Most recent by Arock77 March 2024Feature Requests

13

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

Merged: Interest income from brokerage accounts be added to income

bigdeepbreath 1 view 0 comments 1 point Most recent by bigdeepbreath March 2024Feature Requests

2

Student Mode

Active smithpete001 11 views 0 comments 2 points Most recent by smithpete001 March 2024Feature Requests

1

Transaction search box needs a "Help" link next to it

Active DavidB 11 views 0 comments 1 point Most recent by DavidB March 2024Feature Requests

1

Union Bank & Trust - Nebraska - Retirement Plan Services & Health Accounts

Active AffineParameter 11 views 0 comments 1 point Most recent by AffineParameter March 2024Report Missing Financial Institution or Biller

1

Bell Bank Retirement Accounts (edited)

Active jonathangutzmann 72 views 3 comments 1 point Most recent by jmyers98 March 2024Report Missing Financial Institution or Biller

Merged: add Category icons - in Transactions list etc.

random 1 view 0 comments 1 point Most recent by random March 2024Feature Requests

0

Mobile App: Dark Mode setting is independent when Space Sharing (edited)

Active Flopbot 22 views 0 comments 0 points Most recent by Flopbot March 2024Feature Requests

1

Bill Connect: Lexington-Fayette Urban County Government (LexServ) [edited]

Active 75McK 72 views 5 comments 1 point Most recent by 75McK March 2024Report Missing Financial Institution or Biller

Merged: Support INR banks and investments firms - convert INR to USD automatically

Batman03 11 views 0 comments 1 point Most recent by Batman03 March 2024Feature Requests

1

FirstBank (edited)

Active Allyson 21 views 0 comments 1 point Most recent by Allyson March 2024Report Missing Financial Institution or Biller

2

Ability to track short positions in the Investments Portfolio

Active System 75 views 7 comments 2 points Most recent by SimpliJSHL March 2024Feature Requests

0

Ability to add a Tag to just one side of a Transfer (edited)

Active wphenry 81 views 4 comments 0 points Most recent by UrsulaA March 2024Feature Requests

Merged: Bill Connect: Lexington-Fayette Urban County Government

75McK 41 views 0 comments 1 point Most recent by 75McK March 2024Report Missing Financial Institution or Biller

Merged: Ability to adjust dates for split transactions

kkw.1991 1 view 0 comments 1 point Most recent by kkw.1991 March 2024Feature Requests

3

Ability to drill down each section of the Credit Score feature (edited)

Active UrsulaA 51 views 4 comments 3 points Most recent by UrsulaA March 2024Feature Requests

Merged: Idea on How to Acurately Include Planned Expenses in Cash Flow

CTopher 1 view 0 comments 1 point Most recent by CTopher March 2024Feature Requests

Merged: Have the option to get rid of the “everything else” category in reports (edited)

Jakebernardi 1 view 0 comments 0 points Most recent by Jakebernardi March 2024Feature Requests

Merged: Only prompt for Multi-factor authentication on demand

markv 11 views 0 comments 5 points Most recent by markv March 2024Feature Requests

Merged: ADD CANADIAN TIRE BANK - CTFS

miridiamb 1 view 0 comments 1 point Most recent by miridiamb March 2024Report Missing Financial Institution or Biller

Merged: Show month progress indicator over the top of spending plan charts

shaneharley90 1 view 0 comments 1 point Most recent by shaneharley90 March 2024Feature Requests

Merged: Watchlist Projected = Spent so far plus upcoming bills and subscriptions

UrsulaA 1 view 0 comments 1 point Most recent by UrsulaA March 2024Feature Requests

Merged: Date filter

drbeitzel 1 view 0 comments 1 point Most recent by drbeitzel March 2024Feature Requests

1

Please add First National Bank of America

Active bobodc1 2 views 0 comments 1 point Most recent by bobodc1 March 2024Report Missing Financial Institution or Biller

3

Please add Oppenheimer & Co. Inc.

Active bdaviskzoo 11 views 1 comment 3 points Most recent by bdaviskzoo March 2024Report Missing Financial Institution or Biller

Merged: Monthly Summary History

brad08 1 view 0 comments 3 points Most recent by brad08 March 2024Feature Requests

Merged: Year-to-date (Last 12 months) Date range option

getquickevenbetter 21 views 0 comments 4 points Most recent by getquickevenbetter March 2024Feature Requests

1

Bill Connect: Ability to connect to a different BH Management resident account portal

Active defiantsnack000 21 views 0 comments 1 point Most recent by defiantsnack000 March 2024Report Missing Financial Institution or Biller

-1

Ability to track cash transactions without an account/Automatically add a cash account (edited)

Active kenklein 805 views 23 comments -1 point Most recent by Coach Kristina March 2024Feature Requests

Active

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