Completed

Discussion List

• 
  0
  Advanced Filtering on Mobile App (edited

  Completed Closed jpavlik 31 views 2 comments 0 points Most recent by Coach Natalie February 2024Feature Requests
• 
  26
  Ability to Create One-Time Bills That Are Not Recurring (edited)

  Completed Closed cfoxcvg 941 views 23 comments 26 points Most recent by Coach Natalie February 2024Feature Requests
• 
  12
  Add additional Frequency options for Recurring Transactions [edited] (26 Merged Votes)

  Completed Closed mazar1977 2.5K views 84 comments 12 points Most recent by Coach Natalie February 2024Feature Requests
• 
  9
  Canadian Bank: CIBC [edited] (1 Merged Vote)

  Completed Closed System 1K views 21 comments 9 points Most recent by rdunlop February 2024Report Missing Financial Institution
• 
  42
  Add a credit score (2 Merged Votes)

  Completed Closed jeffzacharias 388 views 24 comments 42 points Most recent by Coach Natalie January 2024Feature Requests
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  2
  Lowe's Advantage Credit Card

  Completed Closed bowgy4 604 views 5 comments 2 points Most recent by TRS_One January 2024Report Missing Financial Institution
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  6
  Adjust how the 'Reviewed' checkmark looks on the current transaction (edited)

  Completed Closed MtnCreed 206 views 16 comments 6 points Most recent by MtnCreed January 2024Feature Requests
• 
  87
  Bulk Edit Ability for "Exclude From Reports" and "Exclude from Spending Plan" (edited)

  Completed Closed TLynch 441 views 56 comments 87 points Most recent by UrsulaA December 2023Feature Requests
• 
  5
  Ability to bulk mark transactions as Reviewed/Not Reviewed (edited)

  Completed Closed asubbaiyanprof 182 views 11 comments 5 points Most recent by Coach Natalie December 2023Feature Requests
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  4
  Expand "Past Due" in Upcoming List/Projected Cash Flow (edited)

  Completed Closed koikoi 123 views 6 comments 4 points Most recent by Coach Natalie December 2023Feature Requests
• 
  4
  Add Reports for Assets and Debts (edited)

  Completed Closed cgriffin2157 151 views 4 comments 4 points Most recent by Coach Natalie November 2023Feature Requests
• 
  2
  Category Import from Mint

  Completed Closed jfrylove 1.4K views 6 comments 2 points Most recent by Emacken November 2023Feature Requests
• 
  61
  Ability to Hide Closed Accounts [edited] (2 Merged Vote)

  Completed Closed rdws 3.1K views 84 comments 61 points Most recent by RobWilk November 2023Feature Requests
• 
  5
  NY 529 Aggregator link

  Completed Closed mcjerbons 726 views 14 comments 5 points Most recent by SidKa November 2023Report Missing Financial Institution
• 
  3
  Add "Merge" to the text on Symbol to merge transactions (edited)

  Completed Closed Flopbot 64 views 4 comments 3 points Most recent by Coach Natalie November 2023Feature Requests
• 
  4
  Add ability to see bills in the Upcoming section out more than one month (edited)

  Completed Closed TapDatApp 22 views 1 comment 4 points Most recent by Coach Natalie November 2023Feature Requests
• 
  1
  Mobile App - More Legible “Delete Transaction” Button

  Completed Closed purdnost 33 views 1 comment 1 point Most recent by Coach Natalie October 2023Feature Requests
• 
  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
• 
  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
• 
  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
• 
  6
  Ignore Investment Transactions from the Spending Plan by default (edited)

  Completed Closed millsmn 260 views 14 comments 6 points Most recent by Coach Natalie September 2023Feature Requests
• 
  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
• 
  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
• 
  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
• 
  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
• 
  40
  Ability to Filter by Flag (edited)

  Completed Closed MrGood 643 views 19 comments 40 points Most recent by Perx August 2023Feature Requests
• 
  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
• 
  16
  AidVantage

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

  Completed Closed aaron 53 views 3 comments 4 points Most recent by Coach Natalie June 2023Feature Requests
• 
  4
  Ability to mark just one side of a Transfer to Ignore from Spending Plan (edited)

  Completed Closed RobWilk 642 views 19 comments 4 points Most recent by RobWilk June 2023Feature Requests