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Discussion List

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  Please add First National Bank of America

  Active bobodc1 1 view 0 comments 1 point Most recent by bobodc1 March 2024Report Missing Financial Institution or Biller
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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 or Biller
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  Merged: Monthly Summary History

  brad08 1 view 0 comments 3 points Most recent by brad08 March 2024Feature Requests
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  Merged: Year-to-date (Last 12 months) Date range option

  getquickevenbetter 21 views 0 comments 4 points Most recent by getquickevenbetter March 2024Feature 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 Most recent by defiantsnack000 March 2024Report Missing Financial Institution or Biller
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  Ability to track cash transactions without an account/Automatically add a cash account (edited)

  Active kenklein 808 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 26 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 Most recent by bcproducer March 2024Feature Requests
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  Better Simplifi Community integration into the mobile app (edited)

  Active Bgz 76 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 Most recent by dahkshari March 2024Report Missing Financial Institution or Biller
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  Merged: Sinking Funds. Roll Over

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

  Active UrsulaA 161 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 Most recent by James-0401 March 2024Feature Requests
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  Merged: Bill/Subscriptions when category is the same as Planned Spending

  thaJack 21 views 0 comments -3 points Most recent by thaJack March 2024Feature Requests
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  Transaction Register: Status Column should be removed or also display other statuses (edited)

  Active ajbopp 116 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 Most recent by Mark23 March 2024Feature Requests
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  Merged: Change Monthly Category Spending to Budget

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

  Active jtjones0304 63 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 134 views 0 comments 2 points Most recent by ahealy March 2024Feature Requests
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  Merged: Walgreens Synchrony Mastercard

  RosenJ 1 view 0 comments 1 point Most recent by RosenJ March 2024Report Missing Financial Institution or Biller
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  Merged: Desert Financial Credit Union

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

  Active alkaboy 220 views 7 comments 5 points Most recent by UrsulaA February 2024Feature Requests
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  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Active RobWilk 77 views 4 comments 2 points Most recent by UrsulaA February 2024Feature Requests
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  Merged: Ability to split a single transaction between two months

  Jds 31 views 0 comments -1 point Most recent by Jds February 2024Feature Requests
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  Merged: Ability to apply custom title/label/name in front-end UI to colored flags

  aolafsson 1 view 0 comments 3 points Most recent by aolafsson February 2024Feature Requests
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  Add 401a as an Account Type (edited)

  Active FutureEye 41 views 1 comment 2 points Most recent by FutureEye February 2024Feature Requests
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  Merged: Add option to make a payee name rule based on a specific string and not just keywords

  IzzyR 11 views 0 comments 1 point Most recent by IzzyR February 2024Feature Requests
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  Merged: Allow for input of cash transactions (without need to create a cash account)

  IzzyR 11 views 0 comments -1 point Most recent by IzzyR February 2024Feature Requests
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  Ability to Subtotal by Account Type in the Investments Tab (edited)

  Active alkaboy 21 views 1 comment 3 points Most recent by Kim E February 2024Feature Requests
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  Merged: Separate out more Investment Account Types from Other subtotals

  alkaboy 1 view 0 comments 1 point Most recent by alkaboy February 2024Feature Requests