Completed

Discussion List

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  5
  NY 529 Aggregator link

  Completed Closed mcjerbons 721 views 14 comments 5 points Most recent by SidKa November 2023Report Missing Financial Institution
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  3
  Add "Merge" to the text on Symbol to merge transactions (edited)

  Completed Closed Flopbot 61 views 4 comments 3 points Most recent by Coach Natalie November 2023Feature Requests
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  4
  Add ability to see bills in the Upcoming section out more than one month (edited)

  Completed Closed TapDatApp 21 views 1 comment 4 points Most recent by Coach Natalie November 2023Feature Requests
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  1
  Mobile App - More Legible “Delete Transaction” Button

  Completed Closed purdnost 31 views 1 comment 1 point Most recent by Coach Natalie October 2023Feature Requests
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  3
  Mobile App: Ability to move between Reports without returning to Dashboard (edited)

  Completed Closed simplij 41 views 2 comments 3 points Most recent by Coach Natalie October 2023Feature Requests
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  2
  Mobile App: Add monthly "Current" or "Spent so far" to Watchlist tiles (edited)

  Completed Closed mljshield3 51 views 3 comments 2 points Most recent by Coach Natalie October 2023Feature Requests
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  2
  Mobile App: Ability to create a subcategory when entering a transaction [edited] (1 Merged Vote)

  Completed Closed RobA1701 71 views 6 comments 2 points Most recent by Coach Natalie October 2023Feature Requests
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  6
  Ignore Investment Transactions from the Spending Plan by default (edited)

  Completed Closed millsmn 251 views 14 comments 6 points Most recent by Coach Natalie September 2023Feature Requests
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  3
  Mobile App: Quick return to Dashboard (edited)

  Completed Closed simplij 91 views 3 comments 3 points Most recent by Coach Natalie August 2023Feature Requests
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  1
  Ability to "search" for an upcoming bill

  Completed Closed S.Patrick 61 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
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  3
  Enhancement Suggestions for the 'Upcoming' Section (edited)

  Completed Closed nkmhockey 51 views 2 comments 3 points Most recent by Coach Natalie August 2023Feature Requests
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  1
  Make the calendar in the Upcoming section drill-able (edited)

  Completed Closed GirlFriday715 111 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
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  40
  Ability to Filter by Flag (edited)

  Completed Closed MrGood 631 views 19 comments 40 points Most recent by Perx August 2023Feature Requests
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  40
  Ability to Exclude Accounts from the Spending Plan [edited] (5 Merged Votes)

  Completed Closed myf 1.1K views 17 comments 40 points Most recent by Coach Natalie August 2023Feature Requests
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  16
  AidVantage

  Completed Closed JayT 1.8K views 23 comments 16 points Most recent by electric_blanket August 2023Report Missing Financial Institution
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  4
  Ability to exclude Loan Account Transactions from Reports, or allow them to be edited (edited)

  Completed Closed aaron 51 views 3 comments 4 points Most recent by Coach Natalie June 2023Feature Requests
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  4
  Ability to mark just one side of a Transfer to Ignore from Spending Plan (edited)

  Completed Closed RobWilk 641 views 19 comments 4 points Most recent by RobWilk June 2023Feature Requests
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  14
  Subtract Recurring Investment Transfers from my Spending Plan amount (edited)

  Completed Closed davecave 581 views 7 comments 14 points Most recent by Coach Natalie June 2023Feature Requests
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  12
  Match Downloads to Scheduled Transactions, even if the Amounts slightly differ (edited)

  Completed Closed mazar1977 141 views 8 comments 12 points Most recent by Coach Natalie June 2023Feature Requests
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  38
  Spending Plan should include Recurring Transfers [edited] (8 Merged Votes)

  Completed Closed bcrossman 1.3K views 25 comments 38 points Most recent by Coach Natalie June 2023Feature Requests
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  5
  Add a search feature to Settings>Categories & Tags (edited)

  Completed Closed Flopbot 91 views 5 comments 5 points Most recent by SeattleGuy May 2023Feature Requests
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  36
  CryptoCurrency Support

  Completed Closed shaunquinton2 1.4K views 24 comments 36 points Most recent by Coach Natalie May 2023Feature Requests
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  1
  Upcoming "widget" on dashboard shows more upcoming transactions that the actual Upcoming page

  Completed Closed kevinponeill 51 views 7 comments 1 point Most recent by Coach Natalie April 2023Feature Requests
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  2
  Keep UPCOMING Transactions on CASH FLOW Line Graph Until Cleared

  Completed Closed StuBudget 101 views 1 comment 2 points Most recent by Coach Natalie April 2023Feature Requests
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  2
  We need more graphs/widgets (edited)

  Completed Closed TGP 81 views 7 comments 2 points Most recent by Coach Natalie March 2023Feature Requests
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  6
  Add a Net Worth Report [edited] (2 Merged Votes)

  Completed Closed lanewinfield 1.1K views 60 comments 6 points Most recent by DannyB March 2023Feature Requests
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  3
  Historical balances for all account types

  Completed Closed corefi 61 views 2 comments 3 points Most recent by Coach Natalie March 2023Feature Requests
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  2
  Allow for Account Balance History Download

  Completed Closed dgalt 81 views 2 comments 2 points Most recent by Coach Natalie March 2023Feature Requests
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  4
  Daily Accounts Summary Report with Account Balances [edited] (1 Merged Vote)

  Completed Closed Thatalexsilver 121 views 6 comments 4 points Most recent by Coach Natalie March 2023Feature Requests
• 
  0
  Have Net Worth Report graph update daily with linked Investment Accounts (edited)

  Completed Closed matt00 71 views 2 comments 0 points Most recent by Coach Natalie March 2023Feature Requests