Completed

Discussion List

• 
  65
  Add a "Net Worth" tile to Dashboard on both Mobile & Web (edited)

  Completed Closed cgriffin2157 225 views 18 comments 65 points Most recent by Coach Natalie January 30Feature Requests
• 
  70
  Ability to hide Net Worth

  Completed Closed LoftyDuck 913 views 40 comments 70 points Most recent by Coach Natalie January 14Feature Requests
• 
  17
  Automatic Car Value Tracking

  Completed Closed barryh 4.3K views 89 comments 17 points Most recent by odrocs 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 or Biller
• 
  1
  Pershing BNY

  Completed Closed Rob A 250 views 15 comments 1 point Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
• 
  27
  Freedom Mortage

  Completed Closed WVMtnYeti 973 views 36 comments 27 points Most recent by Coach Natalie January 7Report Missing Financial Institution or Biller
• 
  7
  Add a 'Recent Transactions' widget to the Dashboard (edited)

  Completed Closed madmoondog 61 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 31 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 92 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 12 views 2 comments 1 point Most recent by Coach Natalie December 2025Feature Requests
• 
  2
  Better Connection Stability

  Completed Closed HSC 281 views 7 comments 2 points Most recent by Coach Natalie December 2025Feature Requests
• 
  2
  Flourish

  Completed Closed Duke0486 43 views 4 comments 2 points Most recent by Duke0486 December 2025Report Missing Financial Institution or Biller
• 
  2
  Need support for Cognizant Voya Retirement Account

  Completed Closed FutureEye 52 views 6 comments 2 points Most recent by FutureEye December 2025Report Missing Financial Institution or Biller
• 
  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.2K 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 539 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 846 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 82 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
• 
  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 85 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests
• 
  9
  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Completed Closed Kanda 227 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
• 
  15
  Principal Financial

  Completed Closed System 1.3K views 34 comments 15 points Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
• 
  54
  More detailed CSV imports (categories, description, notes) [edited]

  Completed Closed corefi 1K views 26 comments 54 points Most recent by Coach Natalie November 2025Feature Requests
• 
  275
  Ability to Create Transaction Rules for Amounts and Accounts [edited] (7 Merged Vote)

  Completed Closed Luis 5.4K views 150 comments 275 points Most recent by Coach Natalie November 2025Feature Requests
• 
  22
  Don't include current month in 'Last 6 Months' for Planned Spending expenses (edited)

  Completed Closed mrzoops 244 views 16 comments 22 points Most recent by Coach Natalie November 2025Feature Requests
• 
  1
  Bill Connect: Costco for membership renewal (edited)

  Completed Closed RajOnTrack 63 views 3 comments 1 point Most recent by Coach Natalie November 2025Report Missing Financial Institution or Biller
• 
  20
  Ability to deselect Subcategories in Filters when the Parent Category is selected (edited)

  Completed Closed Norm6257 173 views 9 comments 20 points Most recent by EL1234 October 2025Feature Requests
• 
  140
  Transaction Rules for automatically excluding/including transactions [edited] (1 Merged Vote)

  Completed Closed HSC 1.7K views 46 comments 140 points Most recent by Coach Natalie October 2025Feature Requests
• 
  112
  Transaction Rules for Tags [edited] (2 Merged Votes)

  Completed Closed TGP 2K views 49 comments 112 points Most recent by Coach Natalie October 2025Feature Requests
• 
  4
  QBP: Send Invoice with PDF Attachment (edited)

  Completed Closed Amnesiac 22 views 1 comment 4 points Most recent by Coach Natalie October 2025Quicken Business & Personal Feature Requests
• 
  2
  QBP: Estimated Quarterly Tax Calculator (edited)

  Completed Closed cyberstackn 89 views 6 comments 2 points Most recent by Coach Natalie October 2025Feature Requests