Completed

Discussion List

• 
  3
  Ability to create 'Transfers' To/From IRA and Investment Accounts [edited] (3 Merged Votes)

  Completed Closed ZZPSP 327 views 5 comments 3 points Most recent by Coach Natalie September 2022Feature Requests
• 
  18
  Show Investment Transactions (1 Merged Vote)

  Completed Closed jpv121 865 views 21 comments 18 points Most recent by Coach Natalie September 2022Feature Requests
• 
  1
  Raymour & Flanigan credit card through TD Bank (edited)

  Completed Closed jhart23 750 views 3 comments 1 point Most recent by Coach Natalie August 2022Report Missing Financial Institution or Biller
• 
  7
  Reports - Add Account Column to Transactions List (edited)

  Completed Closed paleosteve 54 views 4 comments 7 points Most recent by Coach Natalie August 2022Feature Requests
• 
  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
• 
  18
  Future Spending Plans (7 Merged Votes)

  Completed Closed jtjones0304 2.7K views 99 comments 18 points Most recent by Meg June 2022Feature Requests
• 
  0
  Projected Funds Tracking in Spending Plan (edited)

  Completed Closed slane34 13 views 2 comments 0 points Most recent by Coach Natalie June 2022Feature Requests
• 
  3
  Make the star a frowny face if the Net Income is negative on Monthly Summary Report (edited)

  Completed Closed Flopbot 79 views 1 comment 3 points Most recent by Flopbot June 2022Feature Requests
• 
  1
  Monday start day for the calendar?

  Completed Closed fabfefe 33 views 4 comments 1 point Most recent by dl30 May 2022Feature Requests
• 
  5
  America First Credit Union (1 Merged Vote)

  Completed Closed sburt73 303 views 12 comments 5 points Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller
• 
  1
  Ivy Investments (edited)

  Completed Closed System 53 views 6 comments 1 point Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller
• 
  0
  Acorns IRA

  Completed Closed cartoonfanboy 61 views 1 comment 0 points Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller
• 
  0
  Canadian Wealthsimple accounts

  Completed Closed szhang 404 views 1 comment 0 points Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller
• 
  0
  Missing Prudential Loans

  Completed Closed chunsanger 22 views 2 comments 0 points Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller
• 
  2
  BBVA Banking

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

  Completed Closed bcrossman 203 views 6 comments 1 point Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller
• 
  3
  Green Sky Financial

  Completed Closed ddjobein 22 views 5 comments 3 points Most recent by Coach Natalie March 2022Report Missing Financial Institution or Biller
• 
  3
  Enable 'Suggested Payees' for Editing Existing Transactions (edited)

  Completed Closed Anonymous_Stranger 21 views 1 comment 3 points Most recent by Coach Natalie February 2022Feature Requests
• 
  3
  Investment Account Charts and Dashboards for historical performance (edited)

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

  Completed Closed bowgy4 55 views 3 comments 10 points Most recent by Coach Natalie January 2022Feature Requests
• 
  1
  X1 Visa Card (edited)

  Completed Closed Jrmclean 61 views 2 comments 1 point Most recent by Jrmclean January 2022Report Missing Financial Institution or Biller
• 
  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 29 views 2 comments 1 point Most recent by Coach Natalie December 2021Feature Requests
• 
  2
  Investments page should show cash balances in addition to holdings (edited)

  Completed Closed mdheikka 51 views 5 comments 2 points Most recent by Coach Natalie December 2021Feature Requests
• 
  2
  Mobile App: Redirect back to Planned Spending page after creating a Planned Spending Item (edited)

  Completed Closed purdnost 24 views 1 comment 2 points Most recent by Coach Natalie November 2021Feature Requests
• 
  2
  Suggest Rule when changing Payee or Category (edited)

  Completed Closed WWi 52 views 3 comments 2 points Most recent by Coach Natalie October 2021Feature Requests
• 
  1
  Ability to Create Rules from Transactions List (edited)

  Completed Closed MCHAMMER8292 12 views 1 comment 1 point Most recent by Coach Natalie October 2021Feature Requests
• 
  11
  Option to stop showing the pop up to assign a "New Category rule" (1 Merged Vote)

  Completed Closed JKR 1.1K views 9 comments 11 points Most recent by Coach Natalie October 2021Feature Requests
• 
  2
  Add "Past" or "Not Soon" or "All" to the Upcoming section (edited)

  Completed Closed Flopbot 52 views 4 comments 2 points Most recent by Flopbot August 2021Feature Requests