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1

Add PenServ Plan Services 403b Retirement Accounts

Active Brett Garwood 2 views 0 comments 1 point Started by Brett Garwood May 2021 Report Missing Financial Institution

Merged: Save account selections on "Upcoming > Cash Flow" page (edited)

Anonymous_Stranger 1 view 0 comments 1 point Started by Anonymous_Stranger May 2021 Feature Requests

Merged: Automatic Contributions to Savings Goals or Spending Plans

FrozenBuffalo716 1 view 0 comments 1 point Started by FrozenBuffalo716 May 2021 Feature Requests

2

Please add Brex

Active docwisdom 2 views 0 comments 2 points Started by docwisdom May 2021 Report Missing Financial Institution

1

Please add QuadPay

Active docwisdom 1 view 0 comments 1 point Started by docwisdom May 2021 Report Missing Financial Institution

2

Please add AfterPay

Active docwisdom 12 views 0 comments 2 points Started by docwisdom May 2021 Report Missing Financial Institution

Merged: Account: Cash.app

silent jon 1 view 0 comments 1 point Started by silent jon May 2021 Feature Requests

Merged: Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan (2 Merged Votes)

System 1 view 0 comments 1 point Started by System May 2021 Feature Requests

Merged: Create transfers to brokerage accounts

Zackary 1 view 0 comments 1 point Started by Zackary April 2021 Feature Requests

6

Calendar: Integration with iCal for upcoming items (edited)

Active JPalazzo01 37 views 0 comments 6 points Started by JPalazzo01 April 2021 Feature Requests

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Voyager crypto trading platform

Active sprj1 12 views 1 comment 1 point Most recent by Coach Natalie April 2021Report Missing Financial Institution

Merged: Connect to CIBC Online Banking Canada

dgarvis 1 view 0 comments 1 point Started by dgarvis April 2021 Feature Requests

Merged: Make it Easier to View Each Month's Spending Overview

MakingItSimple 11 views 0 comments 1 point Started by MakingItSimple April 2021 Feature Requests

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Add Universal Wholesale Mortgage

Active jlkweb12 20 views 8 comments 1 point Most recent by Coach Natalie April 2021Report Missing Financial Institution

Merged: Pending Transactions

Matt 1 view 0 comments 1 point Started by Matt April 2021 Feature Requests

Merged: Projected Cash Flow more than 6 months out

scottnliz 1 view 0 comments 1 point Started by scottnliz April 2021 Feature Requests

Merged: Display category hierarchy in Transaction View (edited)

shannondwilkins 11 views 0 comments 4 points Started by shannondwilkins March 2021 Feature Requests

Merged: Ability to manually update holdings information for manual Investment accounts [edited]

harceyj 11 views 0 comments 2 points Started by harceyj March 2021 Feature Requests

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Ally Financial Auto Loan

Active mazar1977 49 views 1 comment 5 points Most recent by Saraheba March 2021Report Missing Financial Institution

Merged: Manual Crypto Asset Tracking (edited)

Nick Davis 141 views 0 comments 12 points Started by Nick Davis March 2021 Feature Requests

Merged: Recurring transactions tied to manual accounts

MrGood 1 view 0 comments 0 points Started by MrGood March 2021 Feature Requests

Merged: Make Spending Report more useful with Category Exclusion and Drill-Downs (edited)

scottnliz 51 views 0 comments 12 points Started by scottnliz March 2021 Feature Requests

Merged: Savings goals: automatic monthly contribution

davecave 1 view 0 comments 1 point Started by davecave March 2021 Feature Requests

Merged: Ability to link Savings goals to investment accounts

stampejd 1 view 0 comments 1 point Started by stampejd March 2021 Feature Requests

Merged: Roll Over Option for Deficits/Surpluses in Planned Spending Categories

brianhudson 1 view 0 comments 1 point Started by brianhudson March 2021 Feature Requests

Merged: Treat Splits as Individual Transactions

achester99 1 view 0 comments 2 points Started by achester99 March 2021 Feature Requests

Merged: Allow more flexibility to change account types.

wallywanna 1 view 0 comments 4 points Started by wallywanna March 2021 Feature Requests

Merged: Add Transfers as an Option to be Included in Spending Plan

dgalt 51 views 0 comments 7 points Started by dgalt March 2021 Feature Requests

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