Feature Request

Discussion List

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  Merged: Ability to exclude accounts from the Net Worth Report (edited)

  DEA3 11 views 0 comments 1 point Started by DEA3 September 2023 Feature Requests
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  3

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  Add Hover Text to Savings Goals > By Account

  Active Flopbot 63 views 2 comments 3 points Most recent by RobWilk September 2023Feature Requests
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  6

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  Rename the "Payee" field to "Payee/Payor" (edited)

  Active perkin-warbeck 39 views 0 comments 6 points Started by perkin-warbeck September 2023 Feature Requests
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  6
  Ignore Investment Transactions from the Spending Plan by default (edited)

  Completed Closed millsmn 245 views 14 comments 6 points Most recent by Coach Natalie September 2023Feature Requests
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  1

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  Add an indicator for accounts that are included in the Spending Plan (edited)

  Active pawebb 22 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  3
  Mobile App: Quick return to Dashboard (edited)

  Completed Closed simplij 81 views 3 comments 3 points Most recent by Coach Natalie August 2023Feature Requests
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  1
  Ability to "search" for an upcoming bill

  Completed Closed S.Patrick 65 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
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  3
  Enhancement Suggestions for the 'Upcoming' Section (edited)

  Completed Closed nkmhockey 51 views 2 comments 3 points Most recent by Coach Natalie August 2023Feature Requests
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  1
  Make the calendar in the Upcoming section drill-able (edited)

  Completed Closed GirlFriday715 108 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
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  40
  Ability to Filter by Flag (edited)

  Completed Closed MrGood 632 views 19 comments 40 points Most recent by Perx August 2023Feature Requests
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  40
  Ability to Exclude Accounts from the Spending Plan [edited] (5 Merged Votes)

  Completed Closed myf 999 views 17 comments 40 points Most recent by Coach Natalie August 2023Feature Requests
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  1

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  Make the Upcoming section design like the Spending Plan (edited)

  Active pawebb 41 views 2 comments 1 point Most recent by Coach Natalie August 2023Feature Requests
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  Merged: Make view selections sticky

  pawebb 1 view 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  5

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  Mobile App: Touch and Hold to Rearrange Expenses in Planned Spending

  Active purdnost 44 views 2 comments 5 points Most recent by pawebb August 2023Feature Requests
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  1

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  Ability to sort or rearrange Savings Goals in the Spending Plan (edited)

  Active pawebb 34 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  7

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  Saved Reports as a Dashboard Widget (edited)

  Active papermuffins 65 views 1 comment 7 points Most recent by Coach Natalie August 2023Feature Requests
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  3

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  Suggested changes for clicking on Savings Goals from the Spending Plan (edited)

  Active pawebb 34 views 0 comments 3 points Started by pawebb August 2023 Feature Requests
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  1

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  Savings Goals: Turn 'Max available' into a button that inserts the amount for withdrawal (edited)

  Active pawebb 33 views 0 comments 1 point Started by pawebb August 2023 Feature Requests
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  4

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  Ability to set the default "Status" of a manual transaction to Pending instead of Cleared (edited)

  Active Scotty Mac 93 views 1 comment 4 points Most recent by pawebb August 2023Feature Requests
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  2
  Enable brokerage accounts to be included in New Worth report

  Already Offered DEA3 52 views 2 comments 2 points Most recent by DEA3 August 2023Feature Requests
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  12

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  Balances with pending: see both balances or make toggling simple [edited] (1 Merged Voted)

  Active syrilmathai 178 views 14 comments 12 points Most recent by RobWilk August 2023Feature Requests
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  6

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

  Active ccrawford 23 views 3 comments 6 points Most recent by RobWilk August 2023Feature Requests
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  2

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  Add a tooltip or a "View All Bubbles" option for releasing Other Spending bubbles (edited)

  Active pawebb 74 views 4 comments 2 points Most recent by pawebb August 2023Feature Requests
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  2
  Indent Savings Goal and Available Balance under the account name in Accounts List (edited)

  Already Offered Closed pawebb 54 views 5 comments 2 points Most recent by Flopbot August 2023Feature Requests
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  1

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  Make the 'View Goal' option from the Spending Plan a modal instead of a redirect (edited)

  Active pawebb 31 views 0 comments 1 point Started by pawebb August 2023 Feature Requests