Feature Request

53

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Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

Active harinath 590 views 27 comments 53 points Most recent by SRC54 August 2025Feature Requests
37

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Add Payees List/Ability to Manage Payees (edited)

Active The Donovan 426 views 10 comments 37 points Most recent by Dick_Davis August 2025Feature Requests
14

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Investment Tab Upgrades

Active adizzlefoto 175 views 11 comments 14 points Most recent by Coach Natalie August 2025Feature Requests
8

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iOS: Swipe right to go back

Active Closed simplij 44 views 4 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
74

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Customize Budget Cycle (As Opposed to Month-to-Month) (3 Merged Votes)

Active purdnost 1.3K views 38 comments 74 points Most recent by Kevp123 August 2025Feature Requests
1

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Ability to add a one time income or expense event to the retirement planner (edited)

Active superalloy 12 views 0 comments 1 point Started by superalloy August 2025 Feature Requests
27

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Watchlists that can handle income rather than expenses

Active bleen 121 views 7 comments 27 points Most recent by Kevp123 August 2025Feature Requests
Merged: Enhancement Request to Planned Spend: Overspent & Overall

Closed jerryvetter 1 view 0 comments 0 points Started by jerryvetter August 2025 Using the Spending Plan
11

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Add total spent to Top Spending Categories dashboard card (edited)

Active davidkrethallen 83 views 3 comments 11 points Most recent by Max1223 August 2025Feature Requests
17

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Delete the associated Tag when a Savings Goal is deleted (edited)

In Review pawebb 256 views 9 comments 17 points Most recent by Max1223 August 2025Feature Requests
20

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Handle Linking and Categorizing Transfer Transactions Better (edited)

Active emarzock 152 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
48

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Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

Active Flopbot 396 views 12 comments 48 points Most recent by travismartin92 August 2025Feature Requests
0

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Investment Transactions should not categorize "Fees" as an expense (edited)

Active wombatstew 29 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
7

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Link Refunds with Purchases to Net Out Spending Amounts

Active Trusia55 44 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
-2

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Move the "delete" button to the left when deleting transactions, and make it a trash can icon

Dick_Davis 34 views 5 comments -2 points Most recent by TexanTommy August 2025Feature Requests
1

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Add an 'Attachments' and 'Manual Entry' icon to future-dated transaction reminders (edited)

Dick_Davis 28 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
3

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Ability to close/minimize the Spending Plan 'Totals' panel on the Web App (edited)

missyrae7 21 views 1 comment 3 points Most recent by Coach Natalie August 2025Feature Requests
1

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Icons for Transaction Types

Active Dick_Davis 29 views 2 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
6

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Add a comparison view to Watchlists (edited)

Active Max1223 144 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
23

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Add ability to ignore individual Goal Contributions in Spending Plan

Active LtDan1912 340 views 8 comments 23 points Most recent by DannyB August 2025Feature Requests
1

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Expand the "Hide Cents" option across all Reports

alkaboy 23 views 3 comments 1 point Most recent by SRC54 August 2025Feature Requests
10

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Ability to deactivate or hide a category that is no longer in use

Active nylhsa3 42 views 2 comments 10 points Most recent by EL1234 August 2025Feature Requests
7

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Option to auto-end a Recurring Series once total amount has been reached (edited)

Active ccrawford 37 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
31

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Recurring Savings Goals year over year/ability to restart Goals (edited)

Active MommaCma 171 views 21 comments 31 points Most recent by Max1223 August 2025Feature Requests
7

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Projected usage graph and notifications for Credit Cards (edited)

Active scottnliz 64 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
2

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Download check images from the bank (edited)

Active Oren 7 views 0 comments 2 points Started by Oren August 2025 Feature Requests
9

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Savings Goal - Add New Types

Active Flopbot 111 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
2

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The Spending and Income Dashboard cards should have y-axis gridlines (edited)

alkaboy 2 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
6

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Conversational AI Analytics

Active ferndot 7 views 0 comments 6 points Started by ferndot August 2025 Feature Requests