Completed

Discussion List

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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 71 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 32 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 301 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 51 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 401 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 21 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 41 views 1 comment 2 points Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller
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  1
  Request for Financial Institution: AOD Visa Card & PSCU

  Completed Closed bcrossman 214 views 6 comments 1 point Most recent by Coach Natalie April 2022Report Missing Financial Institution or Biller
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  3
  Green Sky Financial

  Completed Closed ddjobein 21 views 5 comments 3 points Most recent by Coach Natalie March 2022Report Missing Financial Institution or Biller
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  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
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  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
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  10
  Ability to type out the Date when entering a new transaction (edited)

  Completed Closed bowgy4 52 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 62 views 2 comments 1 point Most recent by Jrmclean January 2022Report Missing Financial Institution or Biller
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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 Most recent by crgutenberger January 2022Feature Requests
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  1
  Searches with multiple filters (edited)

  Completed Closed under_crtl 31 views 2 comments 1 point Most recent by Coach Natalie December 2021Feature Requests
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  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
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  2
  Mobile App: Redirect back to Planned Spending page after creating a Planned Spending Item (edited)

  Completed Closed purdnost 21 views 1 comment 2 points Most recent by Coach Natalie November 2021Feature Requests
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  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
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  1
  Ability to Create Rules from Transactions List (edited)

  Completed Closed MCHAMMER8292 11 views 1 comment 1 point Most recent by Coach Natalie October 2021Feature Requests
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  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
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  2
  Add "Past" or "Not Soon" or "All" to the Upcoming section (edited)

  Completed Closed Flopbot 51 views 4 comments 2 points Most recent by Flopbot August 2021Feature Requests
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  19
  Move Chat Icon so it's not in the way/Add white space to bottom of screens [edited] (1 Merged Vote)

  Completed Closed asubbaiyanprof 51 views 8 comments 19 points Most recent by ByJam August 2021Feature Requests
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  28
  More Bulk Edit Options including Bulk "Mark as Reviewed" [edited] (8 Merged Votes)

  Completed Closed bcrossman 975 views 15 comments 28 points Most recent by MKEsarnowski July 2021Feature Requests
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  0
  American Pacific Mortgage

  Completed Closed mpack 31 views 3 comments 0 points Most recent by Coach Paco June 2021Report Missing Financial Institution or Biller
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  3
  Fine tune Y-Axis in Projected Cash Flow Chart (edited)

  Completed Closed raultorres88 51 views 1 comment 3 points Most recent by Coach Natalie May 2021Feature Requests
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  0
  Undo Newly Created Categories in Transaction View

  Completed Closed dl30 11 views 2 comments 0 points Most recent by Coach Natalie May 2021Feature Requests
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  3
  Mobile App: Open attachments at original size so we can zoom in (edited)

  Completed Closed bowgy4 61 views 2 comments 3 points Most recent by Coach Natalie May 2021Feature Requests
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  2
  View Credit Card Payments as Expense Items

  Completed Closed paleosteve 82 views 2 comments 2 points Most recent by Coach Natalie May 2021Feature Requests
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  0
  Mobile App: Increase All Accounts font size (edited)

  Completed Closed simplij 41 views 2 comments 0 points Most recent by Coach Natalie April 2021Feature Requests