Completed

Discussion List

• 
  157
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed givehim6 4.3K views 196 comments 157 points Most recent by EL1234 February 16Feature Requests
• 
  289
  Split transactions should be treated as separate transactions (2 Merged Votes)

  Completed bcrossman 4.9K views 165 comments 289 points Most recent by Coach Natalie February 13Feature Requests
• 
  8
  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Completed CEBrown 61 views 10 comments 8 points Most recent by EL1234 February 13Feature Requests
• 
  77
  Add support for BILT Rewards Mastercard

  Completed 7brian 2.3K views 62 comments 77 points Most recent by RetiredGuy1952 February 13Report Missing Financial Institution
• 
  2
  Web App: Display the full category path when searching the categories list on transactions

  Completed asheroto 40 views 2 comments 2 points Most recent by EL1234 February 12Feature Requests
• 
  8
  Conversational AI Analytics

  Completed ferndot 40 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests
• 
  26
  Ability to Filter Transactions by an Amount Range (edited)

  Completed Money Manager 122 views 9 comments 26 points Most recent by Coach Natalie February 12Feature Requests
• 
  199
  Need a 'Select All' and 'Date Range' Filter (edited)

  Completed Drummon1 3K views 78 comments 199 points Most recent by Coach Natalie February 12Feature Requests
• 
  42
  CSV Export - Apply the details to all fields for split transactions (account, date, payee, etc.)

  Completed UrsulaA 533 views 29 comments 42 points Most recent by Coach Natalie February 12Feature Requests
• 
  1
  Kraken

  Completed Kevin Steinke 14 views 1 comment 1 point Most recent by Coach Natalie February 11Report Missing Financial Institution
• 
  101
  Ability to create a transaction from a Reminder (edited)

  Completed dougieINFJ 1.6K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
• 
  16
  Add an Assets/Liabilities Net Worth Chart (edited)

  Completed David P 244 views 12 comments 16 points Most recent by Coach Natalie January 30Feature Requests
• 
  65
  Add a "Net Worth" tile to Dashboard on both Mobile & Web (edited)

  Completed cgriffin2157 214 views 18 comments 65 points Most recent by Coach Natalie January 30Feature Requests
• 
  70
  Ability to hide Net Worth

  Completed Closed LoftyDuck 888 views 40 comments 70 points Most recent by Coach Natalie January 14Feature Requests
• 
  17
  Automatic Car Value Tracking

  Completed Closed barryh 4.1K views 89 comments 17 points Most recent by RobWilk January 13Feature Requests
• 
  6
  Maryland529 Aggregator Link (edited)

  Completed Closed BenTrackingFinances 114 views 7 comments 6 points Most recent by Coach Natalie January 7Report Missing Financial Institution
• 
  1
  Pershing BNY

  Completed Closed Rob A 114 views 15 comments 1 point Most recent by Coach Natalie January 7Report Missing Financial Institution
• 
  27
  Freedom Mortage

  Completed Closed WVMtnYeti 955 views 36 comments 27 points Most recent by Coach Natalie January 7Report Missing Financial Institution
• 
  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
• 
  5
  Ability to change the order of the 'Banking' Dashboard Card on the Mobile App (edited)

  Completed Closed pkp 84 views 6 comments 5 points Most recent by Coach Natalie January 6Feature Requests
• 
  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
• 
  0
  Use Transaction Detail modal for 'Edit transaction' in Bills & Income of the Spending Plan (edited)

  Completed Closed RobWilk 85 views 3 comments 0 points Most recent by RobWilk December 2025Feature Requests
• 
  1
  Ability to uncheck 'Update Category' when creating a Payee Rule from a transaction (edited)

  Completed Closed rlorcro 11 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests
• 
  2
  Better Connection Stability

  Completed Closed HSC 283 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
• 
  2
  Flourish

  Completed Closed Duke0486 27 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution
• 
  2
  Need support for Cognizant Voya Retirement Account

  Completed Closed FutureEye 43 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution
• 
  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.1K views 61 comments 177 points Most recent by apexfox November 2025Feature Requests
• 
  44
  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Completed Closed dave_sxxxxx 496 views 23 comments 44 points Most recent by Coach Natalie November 2025Feature Requests
• 
  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed Closed RSKadish 818 views 36 comments 58 points Most recent by Coach Natalie November 2025Feature Requests
• 
  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 76 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests