Completed

Discussion List

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  7
  Reports - Add Account Column to Transactions List (edited)

  Completed paleosteve 27 views 4 comments 7 points Most recent by Coach Natalie August 8Feature Requests
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  4
  Add a Recurring indicator to Transactions without having to expand the Details (edited)

  Completed Closed khayes 21 views 5 comments 4 points Most recent by Coach Natalie July 28Feature Requests
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  8
  Find/Link Recurring Transactions across any account [edited] (1 Merged Vote)

  Completed Closed msimon87 61 views 5 comments 8 points Most recent by RobWilk July 22Feature Requests
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  18
  Future Spending Plans (7 Merged Votes)

  Completed Closed jtjones0304 2.1K views 99 comments 18 points Most recent by Meg June 17Feature Requests
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  0
  Projected Funds Tracking in Spending Plan (edited)

  Completed Closed slane34 17 views 2 comments 0 points Most recent by Coach Natalie June 16Feature Requests
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  1
  Monday start day for the calendar?

  Completed Closed fabfefe 14 views 4 comments 1 point Most recent by dl30 May 23Feature Requests
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  5
  America First Credit Union (1 Merged Vote)

  Completed Closed sburt73 74 views 12 comments 5 points Most recent by Coach Natalie April 21Report Missing Financial Institution
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  1
  Ivy Investments (edited)

  Completed Closed System 12 views 6 comments 1 point Most recent by Coach Natalie April 21Report Missing Financial Institution
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  0
  Acorns IRA

  Completed Closed cartoonfanboy 36 views 1 comment 0 points Most recent by Coach Natalie April 20Report Missing Financial Institution
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  0
  Canadian Wealthsimple accounts

  Completed Closed szhang 14 views 1 comment 0 points Most recent by Coach Natalie April 20Report Missing Financial Institution
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  0
  Missing Prudential Loans

  Completed Closed chunsanger 11 views 2 comments 0 points Most recent by Coach Natalie April 20Report Missing Financial Institution
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  2
  BBVA Banking

  Completed Closed Tony4x4 12 views 1 comment 2 points Most recent by Coach Natalie April 19Report Missing Financial Institution
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  1
  Request for Financial Institution: AOD Visa Card & PSCU

  Completed Closed bcrossman 74 views 6 comments 1 point Most recent by Coach Natalie April 18Report Missing Financial Institution
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  3
  Green Sky Financial

  Completed Closed ddjobein 21 views 5 comments 3 points Most recent by Coach Natalie March 23Report Missing Financial Institution
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  3
  Enable 'Suggested Payees' for Editing Existing Transactions (edited)

  Completed Closed Anonymous_Stranger 21 views 1 comment 3 points Most recent by Coach Natalie February 10Feature Requests
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  3
  Investment Account Charts and Dashboards for historical performance (edited)

  Completed Closed markcp 1 view 1 comment 3 points Most recent by Coach Natalie February 4Feature Requests
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  10
  Ability to type out the Date when entering a new transaction (edited)

  Completed Closed bowgy4 42 views 3 comments 10 points Most recent by Coach Natalie January 12Feature Requests
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  1
  X1 Visa Card (edited)

  Completed Closed Jrmclean 22 views 2 comments 1 point Most recent by Jrmclean January 5Report Missing Financial Institution
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  1
  Searches with multiple filters (edited)

  Completed Closed under_crtl 22 views 2 comments 1 point Most recent by Coach Natalie December 2021Feature Requests
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  2
  Investments page should show cash balances in addition to holdings (edited)

  Completed Closed mdheikka 45 views 5 comments 2 points Most recent by Coach Natalie December 2021Feature Requests
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  2
  Mobile App: Redirect back to Planned Spending page after creating a Planned Spending Item (edited)

  Completed Closed purdnost 12 views 1 comment 2 points Most recent by Coach Natalie November 2021Feature Requests
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  2
  Suggest Rule when changing Payee or Category (edited)

  Completed Closed WWi 41 views 3 comments 2 points Most recent by Coach Natalie October 2021Feature Requests
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  1
  Ability to Create Rules from Transactions List (edited)

  Completed Closed MCHAMMER8292 11 views 1 comment 1 point Most recent by Coach Natalie October 2021Feature Requests
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  11
  Option to stop showing the pop up to assign a "New Category rule" (1 Merged Vote)

  Completed Closed JKR 261 views 9 comments 11 points Most recent by Coach Natalie October 2021Feature Requests
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  19
  Move Chat Icon so it's not in the way/Add white space to bottom of screens [edited] (1 Merged Vote)

  Completed Closed asubbaiyanprof 41 views 8 comments 19 points Most recent by ByJam August 2021Feature Requests
• 
  28
  More Bulk Edit Options including Bulk "Mark as Reviewed" [edited] (8 Merged Votes)

  Completed Closed bcrossman 389 views 15 comments 28 points Most recent by MKEsarnowski July 2021Feature Requests
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  0
  American Pacific Mortgage

  Completed Closed mpack 31 views 3 comments 0 points Most recent by Coach Paco June 2021Report Missing Financial Institution
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  3
  Fine tune Y-Axis in Projected Cash Flow Chart (edited)

  Completed Closed raultorres88 11 views 1 comment 3 points Most recent by Coach Natalie May 2021Feature Requests
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  0
  Undo Newly Created Categories in Transaction View

  Completed Closed dl30 12 views 2 comments 0 points Most recent by Coach Natalie May 2021Feature Requests
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  3
  Mobile App: Open attachments at original size so we can zoom in (edited)

  Completed Closed bowgy4 31 views 2 comments 3 points Most recent by Coach Natalie May 2021Feature Requests