Feature Request

Discussion List

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  6

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  Set Recurring Series Amounts Based on Time of Year, etc.

  Active Flopbot 39 views 3 comments 6 points Most recent by Kanda September 25Feature Requests
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  8

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  Bulk Edit Ability for "Ignore From Reports" and "Ignore from Spending Plan"

  Active crgutenberger 51 views 5 comments 8 points Most recent by DannyB September 24Feature Requests
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  5

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  Ability to auto-backup and restore data (edited)

  Active asubbaiyanprof 17 views 2 comments 5 points Most recent by Coach Natalie September 23Feature Requests
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  23

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  Separate column for check number

  Active bowgy4 169 views 12 comments 23 points Most recent by Flopbot September 22Feature Requests
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  38
  Spending Plan should include Recurring Transfers [edited] (8 Merged Votes)

  In Progress bcrossman 287 views 15 comments 38 points Most recent by Coach Natalie September 21Feature Requests
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  2

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  Ability to reset Savings Goals (edited)

  Active Flopbot 43 views 6 comments 2 points Most recent by Flopbot September 20Feature Requests
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  3

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  Ability to close out and archive or delete completed Savings Goals (edited)

  Active DannyB 19 views 0 comments 3 points Started by DannyB September 20 Feature Requests
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  3

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  Mobile App: Open keyboard automatically to search for Payee when clicking on Payee field (edited)

  Active yippinyahoo 14 views 0 comments 3 points Started by yippinyahoo September 19 Feature Requests
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  5
  Add a Recurring indicator to Transactions without having to expand the Details (edited)

  Completed khayes 44 views 9 comments 5 points Most recent by Flopbot September 19Feature Requests
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  1

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  More detailed imports (description, notes)

  Active corefi 16 views 1 comment 1 point Most recent by corefi September 19Feature Requests
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  34

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  Ability to download or print Reports [edited] (1 Merged Vote)

  In Review Cincinnati-Boy 250 views 14 comments 34 points Most recent by Tanya September 18Feature Requests
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  32

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  Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)

  Active AAAAHHHHHHHH 190 views 11 comments 32 points Most recent by DannyB September 18Feature Requests
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  Merged: Show "recurring" status in transaction table

  thisisbart 10 views 0 comments 1 point Started by thisisbart September 17 Feature Requests
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  2

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  Ability to select which screen the app opens to (edited)

  Active yippinyahoo 11 views 0 comments 2 points Started by yippinyahoo September 16 Feature Requests
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  11

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  Saved Reports [edited] (13 Merged Votes)

  Active paleosteve 112 views 9 comments 11 points Most recent by sbpnw September 16Feature Requests
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  14

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  Let Me Categorize and Organize My Accounts However I Like [edited] (10 Merged Votes)

  Active barryh 128 views 9 comments 14 points Most recent by corefi September 15Feature Requests
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  2

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  Historical balances for all account types

  Active corefi 14 views 1 comment 2 points Most recent by RobWilk September 14Feature Requests
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  2
  Add a Net Worth Report [edited] (2 Merged Votes)

  In Progress lanewinfield 360 views 32 comments 2 points Most recent by RobWilk September 14Feature Requests
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  1

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  Display tax lots for investments (edited)

  Active corefi 14 views 0 comments 1 point Started by corefi September 14 Feature Requests
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  3
  Ability to track transactions for Manual Investment Accounts (edited)

  Completed bankofdad 57 views 7 comments 3 points Most recent by bbertchie September 13Feature Requests
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  4

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  Need details of investments like market value and cost basis (edited)

  Active Cincinnati-Boy 9 views 1 comment 4 points Most recent by Coach Natalie September 12Feature Requests
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  2
  For investment income, be able to create a rule so these get sorted differently

  Completed Laura 32 views 3 comments 2 points Most recent by Coach Natalie September 12Feature Requests
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  -1

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  Add Keyboard Shortcuts (edited)

  Active justme 20 views 1 comment -1 point Most recent by Coach Natalie September 12Feature Requests
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  3
  Ability to create 'Transfers' To/From IRA and Investment Accounts [edited] (3 Merged Votes)

  Completed ZZPSP 166 views 5 comments 3 points Most recent by Coach Natalie September 9Feature Requests
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  18
  Show Investment Transactions (1 Merged Vote)

  Completed jpv121 497 views 21 comments 18 points Most recent by Coach Natalie September 9Feature Requests
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  172

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  Rollover unused Spending Plan money [edited] (10 Merged Votes)

  In Review jhirasaki 2.1K views 87 comments 172 points Most recent by cnnrdltn September 9Feature Requests
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  5

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  Ability to hide Net Worth

  Active LoftyDuck 50 views 4 comments 5 points Most recent by Kuhzah September 5Feature Requests
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  4

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  Ability to set a default sort order for viewing transactions on the mobile app (edited)

  Active millsmn 28 views 1 comment 4 points Most recent by TVee54 September 5Feature Requests
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  1
  Enter Spending Plan/Budget in Table View

  In Progress sNashville 123 views 8 comments 1 point Most recent by Coach Natalie September 2Feature Requests
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  95
  Authorized User with certain Permissions/View Access to Account [edited] (6 Merged Votes)

  In Progress sephorous 2K views 62 comments 95 points Most recent by Flopbot September 2Feature Requests