Completed

1

Request for Financial Institution: AOD Visa Card & PSCU

Completed Closed bcrossman 210 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 56 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 Most recent by crgutenberger January 2022Feature Requests

1

Searches with multiple filters (edited)

Completed Closed under_crtl 35 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 57 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 26 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 14 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 53 views 4 comments 2 points Most recent by Flopbot August 2021Feature Requests

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 53 views 8 comments 19 points Most recent by ByJam August 2021Feature Requests

28

More Bulk Edit Options including Bulk "Mark as Reviewed" [edited] (8 Merged Votes)

Completed Closed bcrossman 968 views 15 comments 28 points Most recent by MKEsarnowski July 2021Feature Requests

0

American Pacific Mortgage

Completed Closed mpack 32 views 3 comments 0 points Most recent by Coach Paco June 2021Report Missing Financial Institution or Biller

3

Fine tune Y-Axis in Projected Cash Flow Chart (edited)

Completed Closed raultorres88 59 views 1 comment 3 points Most recent by Coach Natalie May 2021Feature Requests

0

Undo Newly Created Categories in Transaction View

Completed Closed dl30 14 views 2 comments 0 points Most recent by Coach Natalie May 2021Feature Requests

3

Mobile App: Open attachments at original size so we can zoom in (edited)

Completed Closed bowgy4 65 views 2 comments 3 points Most recent by Coach Natalie May 2021Feature Requests

2

View Credit Card Payments as Expense Items

Completed Closed paleosteve 83 views 2 comments 2 points Most recent by Coach Natalie May 2021Feature Requests

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

1

Mobile App: darker background color for top cards (edited)

Completed Closed simplij 51 views 3 comments 1 point Most recent by Coach Natalie April 2021Feature Requests

30

Marking Accounts as Closed (edited) (30 Merged Votes)

Completed Closed hikerspath 1.1K views 57 comments 30 points Most recent by oscarch April 2021Feature Requests

29

Spending Plan - Various Requests [edited] (2 Merged Votes)

Completed Closed Laura 1.2K views 20 comments 29 points Most recent by Coach Natalie April 2021Feature Requests

1

Improvement Suggestions

Completed Closed blarson58 44 views 4 comments 1 point Most recent by Coach Natalie April 2021Feature Requests

1

Tweak the "Savings" Report to take into account total balance [edited]

Completed Closed cgriffin2157 74 views 5 comments 1 point Most recent by Coach Natalie April 2021Feature Requests

10

Forecasted Cash Flow on Mobile App

Completed Closed scottnliz 82 views 2 comments 10 points Most recent by JChaps April 2021Feature Requests

3

See spending per month in a single category (bar chart)

Completed Closed davecave 49 views 2 comments 3 points Most recent by davecave March 2021Feature Requests

2

Request to add support for Titan investments (titanvest.com)

Completed Closed chanceryder25 82 views 1 comment 2 points Most recent by Coach Natalie March 2021Report Missing Financial Institution or Biller

Completed

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