Feature Request

Discussion List

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  12

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  Expand the time range on Watchlists/Ability to set a custom range (edited)

  Active Max1223 216 views 10 comments 12 points Most recent by RobWilk December 2024Feature Requests
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  4

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  Mobile App: Ability to see transaction 'Notes' in the main transaction view (edited)

  Active Ritland 66 views 2 comments 4 points Most recent by Jenny T December 2024Feature Requests
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  5

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  Monthly Summary Report: Change the color for over-contributed Savings Goals (edited)

  Active DannyB 44 views 4 comments 5 points Most recent by DannyB December 2024Feature Requests
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  Split out housing costs as a top-level category in the Spending Plan

  Active tylermdunn 11 views 2 comments 0 points Most recent by SRC54 December 2024Feature Requests
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  Merged: Option to not automatically exclude Transfers (edited)

  Closed Randy17485 31 views 0 comments -1 point Most recent by Randy17485 December 2024Feature Requests
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  Add "Go to Today" or "Today" button to account registers (edited)

  Active gh4266 4 views 1 comment 1 point Most recent by Coach Natalie December 2024Feature Requests
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  Merged: Rollover 'Available' Balance month over month in the Spending Plan (edited)

  Closed santhochi 21 views 0 comments 2 points Most recent by SRC54 December 2024Feature Requests
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  Spending Report by Number of Spending Transactions per Month w/ Average

  Active RobWilk 24 views 3 comments 1 point Most recent by UrsulaA November 2024Feature Requests
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  2

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  Manually Add Real Time Prices for Crypto

  Active Rokets34 156 views 2 comments 2 points Most recent by brianperry263 November 2024Feature Requests
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  27

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  Continuous Savings Goal

  Active Chanse 242 views 6 comments 27 points Most recent by DannyB November 2024Feature Requests
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  2

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  Ability to import QIF files (edited)

  Active rminnich 145 views 1 comment 2 points Most recent by Coach Kristina November 2024Feature Requests
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  2

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  Bills & Income Summary: Ability to see excluded reminder totals (edited)

  Active Mountain Man 13 views 0 comments 2 points Most recent by Mountain Man November 2024Feature Requests
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  6

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  Ability to Link Manual Transactions to Recurring Reminders from the Reminder directly (edited)

  Active Flopbot 123 views 5 comments 6 points Most recent by RobWilk November 2024Feature Requests
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  12

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  Add other options besides "Monthly" to planned contributions for Savings Goals (edited)

  Active Flopbot 31 views 5 comments 12 points Most recent by Flopbot November 2024Feature Requests
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  8

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  Add a Cash Flow Report (edited)

  Active Sierra 33 views 0 comments 8 points Most recent by Sierra November 2024Feature Requests
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  21

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  Mobile Phone Widget for Planned Spending (edited)

  In Review GCA 793 views 7 comments 21 points Most recent by estebanV November 2024Feature Requests
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  3

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  Mobile App: Keep the colors in the graphs consistent between Investments Balances and Performance

  Active L McGregor 1 view 0 comments 3 points Most recent by L McGregor November 2024Feature Requests
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  3

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  Net Worth Report: Add a pie chart that shows a breakdown of net worth category by percentage

  Active S Rainsford 41 views 1 comment 3 points Most recent by RobWilk November 2024Feature Requests
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  6

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  Add a column that shows the percent of total for each position held in your portfolio (edited)

  Active bretstu 11 views 1 comment 6 points Most recent by Lytol November 2024Feature Requests
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  Group Planned Spending Items by Category

  Active JMoney 12 views 0 comments 1 point Most recent by JMoney November 2024Feature Requests
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  15

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  Open Savings Goals with no goal amount (edited)

  Active HSC 21 views 3 comments 15 points Most recent by JMoney November 2024Feature Requests
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  4

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  Ability to download or print Projected Cash Flow data (edited)

  Active JWD 51 views 3 comments 4 points Most recent by Coach Jon November 2024Feature Requests
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  4

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  Refresh online bank accounts every hour instead of every 4-6 hours (edited)

  Active RobWilk 59 views 7 comments 4 points Most recent by EL1234 November 2024Feature Requests
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  10

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  Mobile App: Quick Add Transaction (edited)

  Active RunTimmy 240 views 8 comments 10 points Most recent by Coach Kristina November 2024Feature Requests
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  Apple Wallet: Auto Split Transactions if the API allows it

  Active RobWilk 15 views 1 comment 1 point Most recent by RobWilk November 2024Feature Requests
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  A Native Mac App

  Active kevinrickert 785 views 4 comments 3 points Most recent by SRC54 November 2024Feature Requests