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Discussion List

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  8

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  Ability to automatically match and attach receipts (edited)

  Active NateTheGreat 63 views 3 comments 8 points Most recent by RobWilk January 2023Feature Requests
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  2

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  Ability to organize MFA prompts when updating accounts (edited)

  Active AlexB 23 views 0 comments 2 points Started by AlexB January 2023 Feature Requests
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  Merged: Hide closed accounts from dashboard

  Retired Karen 1 view 0 comments 1 point Started by Retired Karen January 2023 Feature Requests
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  Easier access to Spending Plan/Budget on Mobile App (edited)

  Active Chrobrego 12 views 0 comments 0 points Started by Chrobrego January 2023 Feature Requests
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  11

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  Add "Refund From Savings Goal" option to Refund Tracker (edited)

  Active Flopbot 99 views 1 comment 11 points Most recent by DannyB January 2023Feature Requests
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  Merged: Allowing Customization of Account Types Beyond what is Provided or Received from the Instit…

  ajbrensike 11 views 0 comments 1 point Started by ajbrensike December 2022 Feature Requests
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  Merged: new report for category expense and income

  jgrede 1 view 0 comments 1 point Started by jgrede December 2022 Feature Requests
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  Merged: new report for category expense and income

  jgrede 1 view 0 comments 1 point Started by jgrede December 2022 Feature Requests
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  Merged: Change investment account type to savings?

  Ulysses 1 view 0 comments 1 point Started by Ulysses December 2022 Feature Requests
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  Merged: Ability to 'pin' the left side pane

  Humanleg86 1 view 0 comments 1 point Started by Humanleg86 December 2022 Feature Requests
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  Merged: Negative filtering/exclude by category/tag/etc. in reports

  smiller248 1 view 0 comments 1 point Started by smiller248 December 2022 Feature Requests
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  7

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  Tax Planning Capabilities

  Active bencarroll 55 views 0 comments 7 points Started by bencarroll December 2022 Feature Requests
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  Keep 'Past Due' Recurring Reminders indefinitely (edited)

  Active SamM 74 views 1 comment 0 points Most recent by Coach Natalie December 2022Feature Requests
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  5

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  Ability to create transactions from the details of scanned receipts (edited)

  Active MinB 98 views 0 comments 5 points Started by MinB December 2022 Feature Requests
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  4

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  Ability to import transactions via CSV more than once (edited)

  Active Vince 112 views 0 comments 4 points Started by Vince December 2022 Feature Requests
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  Merged: Convert report to Watchitem or multi-select watch items.

  TommyMac 1 view 0 comments 1 point Started by TommyMac December 2022 Feature Requests
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  Add Expense Ratio column to Investing Portfolio tab?

  Active Ulysses 22 views 0 comments 2 points Started by Ulysses December 2022 Feature Requests
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  Merged: On Mobile App, ability to edit transactions in bulk

  al105 1 view 0 comments 1 point Started by al105 December 2022 Feature Requests
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  Merged: Add ability to set a Custom "Frequency" in the drop down for a recurring Bill or Subscripti…

  millsmn 1 view 0 comments 1 point Started by millsmn December 2022 Feature Requests
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  3

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  Rename "Spending Watchlist" to "Watchlist" (edited)

  Active bobluck 51 views 1 comment 3 points Most recent by Coach Natalie December 2022Feature Requests
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  Merged: Ability to adjust individual column widths

  JamesKB 11 views 0 comments 1 point Started by JamesKB December 2022 Feature Requests
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  Merged: Column setting in reports?

  Xenevo 11 views 0 comments 2 points Started by Xenevo December 2022 Feature Requests
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  Merged: Ability to display and print Planned Spending in a list format (edited)

  rodsan 11 views 0 comments 2 points Started by rodsan December 2022 Feature Requests
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  Add a Notification for potential overspending based on budget (edited)

  Active Chris Hardaway 15 views 0 comments 1 point Started by Chris Hardaway December 2022 Feature Requests
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  Merged: Data Backup - either manual or automatic

  jeffbobpdx 1 view 0 comments 1 point Started by jeffbobpdx November 2022 Feature Requests
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  2

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  Option to deduct Savings Goal contributions from regular balance totals (edited)

  Active bobluck 23 views 1 comment 2 points Most recent by DannyB November 2022Feature Requests
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  5

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  Mobile App: Dashboard Card Options - Small/Medium/Large (edited)

  Active bobluck 52 views 1 comment 5 points Most recent by millsmn November 2022Feature Requests
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  2

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  Mobile App: 24/48 hours pause before showing "Fix It" option for trouble connections (edited)

  Active bobluck 31 views 0 comments 2 points Started by bobluck November 2022 Feature Requests
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  Merged: Add a "Select all" button in Filters

  SZR 1 view 0 comments 1 point Started by SZR November 2022 Feature Requests
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  3

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  Keep 'Completed' Savings Goals on the Savings Goal Dashboard tile until money is spent (edited)

  Active bobluck 74 views 3 comments 3 points Most recent by Coach Natalie November 2022Feature Requests