Completed

Discussion List

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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 88 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
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  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
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  19
  Need some detail in the Net Worth report

  Completed Closed sabrinablue 619 views 10 comments 19 points Most recent by Coach Natalie March 2023Feature Requests
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  6
  Sunday start day for calendars/ability to set a custom start day (edited)

  Completed Closed RobWilk 263 views 7 comments 6 points Most recent by RobWilk February 2023Feature Requests
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  2
  Have Watchlists reflect pending Recurring Bills (edited)

  Completed Closed jforjette 81 views 2 comments 2 points Most recent by Coach Natalie October 2022Feature Requests
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  12
  Multiple logins for couples (edited)

  Completed Closed Sue 151 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 4.8K 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 125 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 278 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 32 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 328 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 867 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 754 views 3 comments 1 point Most recent by Coach Natalie August 2022Report Missing Financial Institution or Biller
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  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
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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 2.8K views 100 comments 18 points Most recent by Coach Natalie June 2022Feature Requests
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  0
  Projected Funds Tracking in Spending Plan (edited)

  Completed Closed slane34 16 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 80 views 2 comments 3 points Most recent by Coach Natalie June 2022Feature Requests
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  1
  Monday start day for the calendar?

  Completed Closed fabfefe 33 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 303 views 12 comments 5 points Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller
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  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
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  0
  Acorns IRA

  Completed Closed cartoonfanboy 61 views 1 comment 0 points Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller
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  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
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  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
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  2
  BBVA Banking

  Completed Closed Tony4x4 42 views 1 comment 2 points Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller