Feature Request

Discussion List

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  Merged: Add a 'Tax Related' Filter (edited)

  Closed gpolkga 11 views 0 comments 2 points Most recent by SRC54 August 2025Feature Requests
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  9

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  Allow Watchlists based on Flags

  Active ajbopp 91 views 9 comments 9 points Most recent by Max1223 August 2025Feature Requests
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  43

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  Add Payees List/Ability to Manage Payees (edited)

  Active The Donovan 602 views 10 comments 43 points Most recent by Dick_Davis August 2025Feature Requests
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  15

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  Investment Tab Upgrades

  Active adizzlefoto 223 views 11 comments 15 points Most recent by Coach Natalie August 2025Feature Requests
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  8

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  iOS: Swipe right to go back

  Active Closed simplij 51 views 4 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
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  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 Most recent by superalloy August 2025Feature Requests
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  27

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  Watchlists that can handle income rather than expenses

  Active bleen 152 views 7 comments 27 points Most recent by Kevp123 August 2025Feature Requests
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  Merged: Enhancement Request to Planned Spend: Overspent & Overall

  Closed jerryvetter 1 view 0 comments 0 points Most recent by jerryvetter August 2025Using the Spending Plan
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  18

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

  In Review pawebb 271 views 9 comments 18 points Most recent by Max1223 August 2025Feature Requests
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  20

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  Handle Linking and Categorizing Transfer Transactions Better (edited)

  Active emarzock 219 views 10 comments 20 points Most recent by Coach Natalie August 2025Feature Requests
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  51

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  Ability to Pause/Skip Payments in Recurring Bills & Subscriptions

  Active Flopbot 474 views 12 comments 51 points Most recent by travismartin92 August 2025Feature Requests
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  0

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

  Active wombatstew 55 views 5 comments 0 points Most recent by SRC54 August 2025Feature Requests
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  8

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  Link Refunds with Purchases to Net Out Spending Amounts

  Active Trusia55 41 views 3 comments 8 points Most recent by Coach Natalie August 2025Feature Requests
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  -1

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

  Dick_Davis 64 views 5 comments -1 point Most recent by TexanTommy August 2025Feature Requests
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  1

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

  Dick_Davis 31 views 4 comments 1 point Most recent by Dick_Davis August 2025Feature Requests
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  2

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  Icons for Transaction Types

  Active Dick_Davis 44 views 2 comments 2 points Most recent by Dick_Davis August 2025Feature Requests
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  6

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  Add a comparison view to Watchlists (edited)

  Active Max1223 152 views 9 comments 6 points Most recent by Dick_Davis August 2025Feature Requests
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  24

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  Add ability to ignore individual Goal Contributions in Spending Plan

  Active LtDan1912 404 views 8 comments 24 points Most recent by DannyB August 2025Feature Requests
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  7

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

  Active ccrawford 42 views 5 comments 7 points Most recent by EL1234 August 2025Feature Requests
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  32

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

  Active MommaCma 354 views 21 comments 32 points Most recent by Max1223 August 2025Feature Requests
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  7

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  Projected usage graph and notifications for Credit Cards (edited)

  Active scottnliz 91 views 3 comments 7 points Most recent by Coach Natalie August 2025Feature Requests
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  2

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  Download check images from the bank (edited)

  Active Oren 4 views 0 comments 2 points Most recent by Oren August 2025Feature Requests
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  9

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  Savings Goal - Add New Types

  Active Flopbot 131 views 9 comments 9 points Most recent by Flopbot August 2025Feature Requests
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  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
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  4

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  Add a List View to Savings Goals (edited)

  Active ajcrush 3 views 1 comment 4 points Most recent by Coach Natalie August 2025Feature Requests
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  7

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  Ability to view the past in Projected Cash Flow (edited)

  Active Jerrod 21 views 0 comments 7 points Most recent by Jerrod August 2025Feature Requests
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  2

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  Year-End Report Notation Log (edited)

  Michael23 12 views 1 comment 2 points Most recent by Coach Natalie August 2025Feature Requests
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  11

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  Ability to Track Employee Pension Plans (edited)

  Active EgyptianHokie 312 views 6 comments 11 points Most recent by Melaney August 2025Feature Requests
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  6

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  Change negative numbers in the Accounts List to a red font (edited)

  Cjared 15 views 1 comment 6 points Most recent by Coach Natalie August 2025Feature Requests