Completed

Discussion List

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  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed asheroto 47 views 3 comments 2 points Most recent by bobthemoneyguy March 9Feature Requests
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  124
  Get rid of "Everything Else" and show all Categories on the Spending Report graph (edited)

  Completed ChrisHardie 2.5K views 75 comments 124 points Most recent by Coach Kristina March 8Feature Requests
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  2
  NEST 529: Nebraska 529 College Savings Plan - ubtrust.com

  Completed simplify39393 110 views 4 comments 2 points Most recent by Coach Natalie March 4Report Missing Financial Institution or Biller
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  3
  QBP: Ability to duplicate an Invoice, or save a template (edited)

  Completed amak 21 views 2 comments 3 points Most recent by Coach Natalie March 3Feature Requests
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  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed UrsulaA 567 views 31 comments 42 points Most recent by UrsulaA March 2Feature Requests
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  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Drummon1 3.1K views 82 comments 199 points Most recent by Coach Kristina March 1Feature Requests
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  235
  Ability to download or print Reports [edited] (1 Merged Vote)

  Completed Cincinnati-Boy 4.6K views 124 comments 235 points Most recent by SRC54 February 28Feature Requests
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  1
  Expand the "Hide Cents" option across all Reports

  alkaboy 59 views 8 comments 1 point Most recent by alkaboy February 27Feature Requests
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  5
  Ability to adjust transaction "Row Height" in Reports, Watchlists, and the Spending Plan (edited)

  Completed RockLee 20 views 1 comment 5 points Most recent by Coach Natalie February 27Feature Requests
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  6
  Combine Reports and the Transactions table

  Completed AZSharps 51 views 4 comments 6 points Most recent by Coach Natalie February 27Feature Requests
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  9
  Ability to breakdown Reports 'By Account' [edited] (1 Merged Vote)

  Completed jsy42 97 views 7 comments 9 points Most recent by Coach Natalie February 27Feature Requests
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  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed bcrossman 5.1K views 166 comments 289 points Most recent by dsfreddy February 22Feature Requests
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  157
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed givehim6 4.5K views 196 comments 157 points Most recent by EL1234 February 16Feature Requests
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  8
  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Completed CEBrown 64 views 10 comments 8 points Most recent by EL1234 February 13Feature Requests
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  77
  Add support for BILT Rewards Mastercard

  Completed 7brian 2.5K views 62 comments 77 points Most recent by RetiredGuy1952 February 13Report Missing Financial Institution or Biller
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  8
  Conversational AI Analytics

  Completed ferndot 49 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests
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  26
  Ability to Filter Transactions by an Amount Range (edited)

  Completed Money Manager 138 views 9 comments 26 points Most recent by Coach Natalie February 12Feature Requests
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  1
  Kraken

  Completed Kevin Steinke 25 views 1 comment 1 point Most recent by Coach Natalie February 11Report Missing Financial Institution or Biller
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  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 1.7K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
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  16
  Add an Assets/Liabilities Net Worth Chart (edited)

  Completed Closed David P 245 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests
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  65
  Add a "Net Worth" tile to Dashboard on both Mobile & Web (edited)

  Completed Closed cgriffin2157 216 views 18 comments 65 points Most recent by Coach Natalie January 30Feature Requests
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  70
  Ability to hide Net Worth

  Completed Closed LoftyDuck 889 views 40 comments 70 points Most recent by Coach Natalie January 14Feature Requests
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  17
  Automatic Car Value Tracking

  Completed Closed barryh 4.2K views 89 comments 17 points Most recent by RobWilk January 13Feature Requests
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  6
  Maryland529 Aggregator Link (edited)

  Completed Closed BenTrackingFinances 117 views 7 comments 6 points Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
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  1
  Pershing BNY

  Completed Closed Rob A 152 views 15 comments 1 point Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
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  27
  Freedom Mortage

  Completed Closed WVMtnYeti 958 views 36 comments 27 points Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
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  7
  Add a 'Recent Transactions' widget to the Dashboard (edited)

  Completed Closed madmoondog 62 views 3 comments 7 points Most recent by Coach Natalie January 6Feature Requests
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  5
  Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  Completed Closed pkp 86 views 6 comments 5 points Most recent by Coach Natalie January 6Feature Requests
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  4
  Mobile App: Remove the line at the top of the Dashboard to clear up space (edited)

  Completed Closed Dave5150 32 views 2 comments 4 points Most recent by Coach Natalie January 6Feature Requests
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  0
  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Completed Closed RobWilk 91 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests