Completed

Discussion List

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  1
  Make the calendar in the Upcoming section drill-able (edited)

  Completed Closed GirlFriday715 117 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
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  40
  Ability to Filter by Flag (edited)

  Completed Closed MrGood 805 views 19 comments 40 points Most recent by Perx August 2023Feature Requests
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  40
  Ability to Exclude Accounts from the Spending Plan [edited] (5 Merged Votes)

  Completed Closed myf 1.2K views 17 comments 40 points Most recent by Coach Natalie August 2023Feature Requests
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  16
  AidVantage

  Completed Closed JayT 1.9K views 22 comments 16 points Most recent by electric_blanket August 2023Report Missing Financial Institution or Biller
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  4
  Ability to exclude Loan Account Transactions from Reports, or allow them to be edited (edited)

  Completed Closed aaron 77 views 3 comments 4 points Most recent by Coach Natalie June 2023Feature Requests
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  4
  Ability to mark just one side of a Transfer to Ignore from Spending Plan (edited)

  Completed Closed RobWilk 746 views 19 comments 4 points Most recent by RobWilk June 2023Feature Requests
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  14
  Subtract Recurring Investment Transfers from my Spending Plan amount (edited)

  Completed Closed davecave 625 views 7 comments 14 points Most recent by Coach Natalie June 2023Feature Requests
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  12
  Match Downloads to Scheduled Transactions, even if the Amounts slightly differ (edited)

  Completed Closed mazar1977 180 views 8 comments 12 points Most recent by Coach Natalie June 2023Feature Requests
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  38
  Spending Plan should include Recurring Transfers [edited] (8 Merged Votes)

  Completed Closed bcrossman 1.5K views 25 comments 38 points Most recent by Coach Natalie June 2023Feature Requests
• 
  5
  Add a search feature to Settings>Categories & Tags (edited)

  Completed Closed Flopbot 126 views 5 comments 5 points Most recent by SeattleGuy May 2023Feature Requests
• 
  36
  CryptoCurrency Support

  Completed Closed shaunquinton2 1.6K views 24 comments 36 points Most recent by Coach Natalie May 2023Feature Requests
• 
  1
  Upcoming "widget" on dashboard shows more upcoming transactions that the actual Upcoming page

  Completed Closed kevinponeill 76 views 7 comments 1 point Most recent by Coach Natalie April 2023Feature Requests
• 
  2
  Keep UPCOMING Transactions on CASH FLOW Line Graph Until Cleared

  Completed Closed StuBudget 107 views 1 comment 2 points Most recent by Coach Natalie April 2023Feature Requests
• 
  2
  We need more graphs/widgets (edited)

  Completed Closed TGP 128 views 7 comments 2 points Most recent by Coach Natalie March 2023Feature Requests
• 
  6
  Add a Net Worth Report [edited] (2 Merged Votes)

  Completed Closed lanewinfield 1.4K views 60 comments 6 points Most recent by DannyB March 2023Feature Requests
• 
  3
  Historical balances for all account types

  Completed Closed corefi 69 views 2 comments 3 points Most recent by Coach Natalie March 2023Feature Requests
• 
  2
  Allow for Account Balance History Download

  Completed Closed dgalt 84 views 2 comments 2 points Most recent by Coach Natalie March 2023Feature Requests
• 
  4
  Daily Accounts Summary Report with Account Balances [edited] (1 Merged Vote)

  Completed Closed Thatalexsilver 155 views 6 comments 4 points Most recent by Coach Natalie March 2023Feature Requests
• 
  0
  Have Net Worth Report graph update daily with linked Investment Accounts (edited)

  Completed Closed matt00 75 views 2 comments 0 points Most recent by Coach Natalie March 2023Feature Requests
• 
  19
  Need some detail in the Net Worth report

  Completed Closed sabrinablue 654 views 10 comments 19 points Most recent by Coach Natalie March 2023Feature Requests
• 
  6
  Sunday start day for calendars/ability to set a custom start day (edited)

  Completed Closed RobWilk 265 views 7 comments 6 points Most recent by RobWilk February 2023Feature Requests
• 
  2
  Have Watchlists reflect pending Recurring Bills (edited)

  Completed Closed jforjette 96 views 2 comments 2 points Most recent by Coach Natalie October 2022Feature Requests
• 
  12
  Multiple logins for couples (edited)

  Completed Closed Sue 155 views 1 comment 12 points Most recent by Coach Natalie October 2022Feature Requests
• 
  95
  Authorized User with certain Permissions/View Access to Account [edited] (6 Merged Votes)

  Completed Closed sephorous 5.2K views 63 comments 95 points Most recent by Coach Natalie September 2022Feature Requests
• 
  5
  Add a Recurring indicator to Transactions without having to expand the Details (edited)

  Completed Closed khayes 160 views 9 comments 5 points Most recent by Flopbot September 2022Feature Requests
• 
  3
  Ability to track transactions for Manual Investment Accounts (edited)

  Completed Closed bankofdad 296 views 7 comments 3 points Most recent by bbertchie September 2022Feature Requests
• 
  4
  Need details of investments like market value and cost basis (edited)

  Completed Closed Cincinnati-Boy 35 views 1 comment 4 points Most recent by Coach Natalie September 2022Feature Requests
• 
  2
  For investment income, be able to create a rule so these get sorted differently

  Completed Closed Laura 78 views 3 comments 2 points Most recent by Coach Natalie September 2022Feature Requests
• 
  3
  Ability to create 'Transfers' To/From IRA and Investment Accounts [edited] (3 Merged Votes)

  Completed Closed ZZPSP 355 views 5 comments 3 points Most recent by Coach Natalie September 2022Feature Requests
• 
  18
  Show Investment Transactions (1 Merged Vote)

  Completed Closed jpv121 1K views 21 comments 18 points Most recent by Coach Natalie September 2022Feature Requests