Feature Request

Discussion List

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  1

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  Undo the need to click twice for changes to save to a transaction (edited)

  Active ngzering 39 views 0 comments 1 point Most recent by ngzering February 22Feature Requests
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  Streamline the Category Assignment Process when Getting Started (edited)

  Active Caradean28 14 views 0 comments 3 points Most recent by Caradean28 February 20Feature Requests
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  Web App: Ability to show reminder carousel but collapse cash flow graph (edited)

  Active DryHeat 31 views 2 comments 4 points Most recent by EL1234 February 20Feature Requests
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  Ability to lock past months in the Spending Plan (edited)

  Active CarsonTaylor 24 views 2 comments 5 points Most recent by CarsonTaylor February 19Feature Requests
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  33

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  Automatically update accounts in the background without having to login (edited)

  Active bobluck 366 views 9 comments 33 points Most recent by AlbFer February 19Feature Requests
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  Savings Goals should add back to the Spending Plan when used (2 Merged Votes)

  Active rayhooker 967 views 29 comments 66 points Most recent by SMSmith96 February 18Feature Requests
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  13
  Ability to exclude accounts from the Net Worth Report (edited)

  In Progress Magpie 1.1K views 15 comments 13 points Most recent by LindaS February 17Feature Requests
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  157
  Ability to mark Recurring Reminders as "Scheduled"/"Paid" [edited] (19 Merged Votes)

  Completed Closed givehim6 5.8K views 196 comments 157 points Most recent by EL1234 February 16Feature Requests
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  Ability to set a default custom income amount in the Spending Plan (edited)

  Active amintzer 119 views 9 comments 1 point Most recent by EL1234 February 16Feature Requests
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  8
  Deduct Future Dated Transactions from Left to Spend (not just Recurring) [edited]

  Completed Closed CEBrown 82 views 10 comments 8 points Most recent by EL1234 February 13Feature Requests
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  8
  Conversational AI Analytics

  Completed Closed ferndot 152 views 3 comments 8 points Most recent by Coach Natalie February 12Feature Requests
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  26
  Ability to Filter Transactions by an Amount Range (edited)

  Completed Closed Money Manager 218 views 9 comments 26 points Most recent by Coach Natalie February 12Feature Requests
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  Merged: Additional Cash Flow Visibility

  Closed dblever1 1 view 0 comments 1 point Most recent by dblever1 February 12Feature Requests
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  Support for tracking partial real estate and mortgage values via linked accounts (edited)

  Active hyandow 14 views 0 comments 3 points Most recent by hyandow February 12Feature Requests
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  Show number of transactions linked to a category or tag when viewing Settings > Categories & Tags

  Active Norm6257 74 views 3 comments 7 points Most recent by sbennet1 February 11Feature Requests
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  Ability to use more than one account for Recurring Series (edited)

  20THOR18 57 views 3 comments 3 points Most recent by Coach Natalie February 9Feature Requests
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  Add a Check # field to the Create Transaction window (edited)

  dbuelke 83 views 11 comments 5 points Most recent by EL1234 February 8Feature Requests
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  Ability to see the Transaction Rules that are applied to a transaction (edited)

  Active leothemack 95 views 4 comments 10 points Most recent by sbennet1 February 8Feature Requests
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  Ability to have separate Robinhood accounts for stocks, crypto, and cash (edited)

  mollyj 85 views 0 comments 0 points Most recent by mollyj February 8Feature Requests
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  Notification for Updates on Disconnected Institutions (edited)

  Active CU_Ninjaneer 37 views 3 comments 3 points Most recent by sbennet1 February 8Feature Requests
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  101
  Ability to create a transaction from a Reminder (edited)

  Completed Closed dougieINFJ 2.1K views 81 comments 101 points Most recent by Jenny T February 6Feature Requests
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  Add automated import of per‑position cost basis (lots) from Fidelity SMA and other Fidelity feeds

  Active Bob2763 15 views 0 comments 3 points Most recent by Bob2763 February 5Feature Requests
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  9

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  Dashboard Option to Remove '👋 Hello, <Name>'

  mcorbeille 36 views 2 comments 9 points Most recent by TwelveSilverPennies February 5Feature Requests
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  Allow Pending Investment Transactions to Impact Connected Investment Account Balances (edited)

  Active SRC54 59 views 3 comments 2 points Most recent by Coach Natalie February 4Feature Requests
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  14

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  Add a historical month-by-month Spending Plan Report (edited)

  Active DryHeat 83 views 7 comments 14 points Most recent by EL1234 February 3Feature Requests
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  Ability to Download or Export Portfolio Holdings (edited)

  Active Dcosmo624 119 views 3 comments 8 points Most recent by bsmorovitz February 3Feature Requests