Completed

Discussion List

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  12
  Multiple logins for couples (edited)

  Completed Closed Sue 156 views 1 comment 12 points Most recent by Coach Natalie October 2022Feature Requests
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  95
  Authorized User with certain Permissions/View Access to Account [edited] (6 Merged Votes)

  Completed Closed sephorous 4.4K views 63 comments 95 points Most recent by Coach Natalie September 2022Feature Requests
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  5
  Add a Recurring indicator to Transactions without having to expand the Details (edited)

  Completed Closed khayes 101 views 9 comments 5 points Most recent by Flopbot September 2022Feature Requests
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  3
  Ability to track transactions for Manual Investment Accounts (edited)

  Completed Closed bankofdad 238 views 7 comments 3 points Most recent by bbertchie September 2022Feature Requests
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  4
  Need details of investments like market value and cost basis (edited)

  Completed Closed Cincinnati-Boy 33 views 1 comment 4 points Most recent by Coach Natalie September 2022Feature Requests
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  2
  For investment income, be able to create a rule so these get sorted differently

  Completed Closed Laura 71 views 3 comments 2 points Most recent by Coach Natalie September 2022Feature Requests
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  3
  Ability to create 'Transfers' To/From IRA and Investment Accounts [edited] (3 Merged Votes)

  Completed Closed ZZPSP 306 views 5 comments 3 points Most recent by Coach Natalie September 2022Feature Requests
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  18
  Show Investment Transactions (1 Merged Vote)

  Completed Closed jpv121 825 views 21 comments 18 points Most recent by Coach Natalie September 2022Feature Requests
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  1
  Raymour & Flanigan credit card through TD Bank (edited)

  Completed Closed jhart23 684 views 3 comments 1 point Most recent by Coach Natalie August 2022Report Missing Financial Institution
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  7
  Reports - Add Account Column to Transactions List (edited)

  Completed Closed paleosteve 53 views 4 comments 7 points Most recent by Coach Natalie August 2022Feature Requests
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  8
  Find/Link Recurring Transactions across any account [edited] (1 Merged Vote)

  Completed Closed msimon87 125 views 5 comments 8 points Most recent by RobWilk July 2022Feature Requests
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  18
  Future Spending Plans (7 Merged Votes)

  Completed Closed jtjones0304 2.5K views 99 comments 18 points Most recent by Meg June 2022Feature Requests
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  0
  Projected Funds Tracking in Spending Plan (edited)

  Completed Closed slane34 11 views 2 comments 0 points Most recent by Coach Natalie June 2022Feature Requests
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  3
  Make the star a frowny face if the Net Income is negative on Monthly Summary Report (edited)

  Completed Closed Flopbot 73 views 1 comment 3 points Most recent by Flopbot June 2022Feature Requests
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  1
  Monday start day for the calendar?

  Completed Closed fabfefe 31 views 4 comments 1 point Most recent by dl30 May 2022Feature Requests
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  5
  America First Credit Union (1 Merged Vote)

  Completed Closed sburt73 290 views 12 comments 5 points Most recent by Coach Natalie April 2022Report Missing Financial Institution
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  1
  Ivy Investments (edited)

  Completed Closed System 52 views 6 comments 1 point Most recent by Coach Natalie April 2022Report Missing Financial Institution
• 
  0
  Acorns IRA

  Completed Closed cartoonfanboy 68 views 1 comment 0 points Most recent by Coach Natalie April 2022Report Missing Financial Institution
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  0
  Canadian Wealthsimple accounts

  Completed Closed szhang 387 views 1 comment 0 points Most recent by Coach Natalie April 2022Report Missing Financial Institution
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  0
  Missing Prudential Loans

  Completed Closed chunsanger 23 views 2 comments 0 points Most recent by Coach Natalie April 2022Report Missing Financial Institution
• 
  2
  BBVA Banking

  Completed Closed Tony4x4 42 views 1 comment 2 points Most recent by Coach Natalie April 2022Report Missing Financial Institution
• 
  1
  Request for Financial Institution: AOD Visa Card & PSCU

  Completed Closed bcrossman 194 views 6 comments 1 point Most recent by Coach Natalie April 2022Report Missing Financial Institution
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  3
  Green Sky Financial

  Completed Closed ddjobein 24 views 5 comments 3 points Most recent by Coach Natalie March 2022Report Missing Financial Institution
• 
  3
  Enable 'Suggested Payees' for Editing Existing Transactions (edited)

  Completed Closed Anonymous_Stranger 22 views 1 comment 3 points Most recent by Coach Natalie February 2022Feature Requests
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  3
  Investment Account Charts and Dashboards for historical performance (edited)

  Completed Closed markcp 3 views 1 comment 3 points Most recent by Coach Natalie February 2022Feature Requests
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  10
  Ability to type out the Date when entering a new transaction (edited)

  Completed Closed bowgy4 43 views 3 comments 10 points Most recent by Coach Natalie January 2022Feature Requests
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  1
  X1 Visa Card (edited)

  Completed Closed Jrmclean 65 views 2 comments 1 point Most recent by Jrmclean January 2022Report Missing Financial Institution
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  Merged: Bulk Edit Ability for "Exclude From Reports" and "Exclude from Spending Plan" (edited)

  Closed crgutenberger 1.2K views 0 comments 84 points Started by crgutenberger January 2022 Feature Requests
• 
  1
  Searches with multiple filters (edited)

  Completed Closed under_crtl 27 views 2 comments 1 point Most recent by Coach Natalie December 2021Feature Requests