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Discussion List

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  Merged: add an option to allow me to display totals on columns in graphs and reports

  davidkrethallen 11 views 0 comments 2 points Started by davidkrethallen March 2023 Feature Requests
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  Merged: Create Snapshot

  ajbopp 11 views 0 comments 3 points Started by ajbopp March 2023 Feature Requests
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  Merged: Spending Over Time Per Category Report

  ajbopp 1 view 0 comments 1 point Started by ajbopp March 2023 Feature Requests
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  Merged: Ability To Sort Planned Spending Categories Within the Spending Plan

  guf467 1 view 0 comments 1 point Started by guf467 March 2023 Feature Requests
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  Have Recurring Payments be tied to the budget itself rather than individual accounts

  Active Klaxwave 134 views 6 comments 1 point Most recent by Coach Natalie March 2023Feature Requests
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  Merged: Ability to create Tag rules

  drlegran 11 views 0 comments 2 points Started by drlegran March 2023 Feature Requests
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  Mobile App: Show Monthly Saved Amount when contributing to a Savings Goal (edited)

  Active RobWilk 41 views 0 comments 1 point Started by RobWilk March 2023 Feature Requests
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  Merged: Have credit accounts track credit usage percentage

  Klaxwave 21 views 0 comments 3 points Started by Klaxwave March 2023 Feature Requests
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  Extend Spending Plan to 3 years (edited)

  Active slopokdave 62 views 5 comments 2 points Most recent by slopokdave March 2023Feature Requests
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  Merged: Savings Goals - Option to Sort by Savings Goal Date

  RobWilk 1 view 0 comments 1 point Started by RobWilk March 2023 Feature Requests
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  Merged: Property Values

  wholbrook 1 view 0 comments 1 point Started by wholbrook March 2023 Feature Requests
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  Merged: PDF Reports

  wholbrook 1 view 0 comments 2 points Started by wholbrook March 2023 Feature Requests
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  Merged: Financial Statement

  wholbrook 1 view 0 comments 2 points Started by wholbrook March 2023 Feature Requests
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  Merged: Morgan Stanley Private Wealth Management

  adralustig 1 view 0 comments 1 point Started by adralustig March 2023 Report Missing Financial Institution or Biller
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  Merged: Net Worth Over Time Report

  simpli_matt 21 views 0 comments 2 points Started by simpli_matt February 2023 Feature Requests
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  Merged: Put a date range in the Spending Plan so it can be looked at for other than for a month

  cfields 1 view 0 comments 1 point Started by cfields February 2023 Feature Requests
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  Merged: (2023) Morgan Stanley Retirement / Wealth Management Support

  clikdude 1 view 0 comments 1 point Started by clikdude February 2023 Report Missing Financial Institution or Biller
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  Merged: Allow notes to be entered on a recurring series

  Jeannette 1 view 0 comments 1 point Started by Jeannette February 2023 Feature Requests
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  Merged: Allow longer or custom timeframe in projected cash flow view

  Jeannette 1 view 0 comments 1 point Started by Jeannette February 2023 Feature Requests
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  Merged: Add "account" attribute to transaction rule

  Adamt 1 view 0 comments 1 point Started by Adamt February 2023 Feature Requests
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  Ability to Sort By 'Next Due Date' Under Settings>Recurring [edited] (1 Merged Vote)

  Active Tickko 62 views 4 comments 6 points Most recent by tsnyder91 February 2023Feature Requests
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  Merged: Upcoming / Reminders

  Scotty Mac 1 view 0 comments 2 points Started by Scotty Mac February 2023 Feature Requests
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  Merged: Account Balancing

  Scotty Mac 1 view 0 comments 2 points Started by Scotty Mac February 2023 Feature Requests
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  New Direction Trust Company (roth IRA)

  Active laur 21 views 0 comments 1 point Started by laur February 2023 Report Missing Financial Institution or Biller
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  Merged: OneAmerica (retirement)

  laur 1 view 0 comments 1 point Started by laur February 2023 Report Missing Financial Institution or Biller
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  Merged: Allow for recurring transactions to be sorted by upcoming date ascending in the recurring v…

  tsnyder91 11 views 0 comments 2 points Started by tsnyder91 February 2023 Feature Requests
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  Merged: Default Account Per Savings Goal

  ajbopp 1 view 0 comments 1 point Started by ajbopp February 2023 Feature Requests
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  Merged: Show Sub-Categories in Spending Report

  ajbopp 1 view 0 comments 1 point Started by ajbopp February 2023 Feature Requests
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  Merged: Reconcile

  emk300 1 view 0 comments 1 point Started by emk300 February 2023 Feature Requests
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  Merged: ** Allow VPN Specially with Apple Relay **

  Patrick760 1 view 0 comments 1 point Started by Patrick760 February 2023 Feature Requests