Feature Request

1

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Have recurring transactions show up in planned spending (edited)

Active GirlFriday715 559 views 27 comments 1 point Most recent by SRC54 September 2025Feature Requests
Merged: Add a 'Tax Related' Filter (edited)

Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 September 2025Feature Requests
3

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Add a 'Tax Related' Filter Option (edited)

Active gpolkga 23 views 3 comments 3 points Most recent by SRC54 September 2025Feature Requests
9

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Allow Watchlists based on Flags

Active ajbopp 63 views 9 comments 9 points Most recent by Max1223 August 2025Feature Requests
53

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

Active harinath 621 views 27 comments 53 points Most recent by SRC54 August 2025Feature Requests
40

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Add Payees List/Ability to Manage Payees (edited)

Active The Donovan 456 views 10 comments 40 points Most recent by Dick_Davis August 2025Feature Requests
14

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Investment Tab Upgrades

Active adizzlefoto 185 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 41 views 4 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
75

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

Active purdnost 1.4K views 38 comments 75 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 124 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
17

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

In Review pawebb 264 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 164 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
49

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Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

Active Flopbot 428 views 12 comments 49 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 44 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 44 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 35 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 22 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 23 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 141 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
24

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Add ability to ignore individual Goal Contributions in Spending Plan

Active LtDan1912 351 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
11

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

Active nylhsa3 46 views 2 comments 11 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 32 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
32

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

Active MommaCma 191 views 21 comments 32 points Most recent by Max1223 August 2025Feature Requests
7

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Projected usage graph and notifications for Credit Cards (edited)

Active scottnliz 80 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 2 views 0 comments 2 points Started by Oren August 2025 Feature Requests
9

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Savings Goal - Add New Types

Active Flopbot 112 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests