Feature Request

Discussion List

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  12

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  Option to Automatically Hide Zero Balance Accounts from the Accounts List (edited)

  Active alkaboy 62 views 9 comments 12 points Most recent by EL1234 August 2024Feature Requests
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  4
  Change Default Account for MANUAL Uploads to account where upload button was selected (edited)

  Completed Closed Flopbot 61 views 2 comments 4 points Most recent by Flopbot August 2024Feature Requests
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  2

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  Automatic recommendations for sending money to Savings Goals or Planned Spending (edited)

  Active eMoneyBagz 11 views 0 comments 2 points Most recent by eMoneyBagz August 2024Feature Requests
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  8

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  Canada Specific Investment Account Types (edited)

  Active smitp111 31 views 1 comment 8 points Most recent by BhupeshGajria August 2024Feature Requests
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  1

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  Recurring Subscriptions: Add fields for Plans & Prices (edited)

  Active Skyfox675 41 views 2 comments 1 point Most recent by Flopbot August 2024Feature Requests
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  3

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  Planned Spending: Navigate directly to drilled-down expense when going back to the list (edited)

  Active TommyS 13 views 1 comment 3 points Most recent by Coach Natalie August 2024Feature Requests
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  14

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  Don't force Linked Transfer Transactions to have the same date (edited)

  In Review max4 71 views 3 comments 14 points Most recent by quick username August 2024Feature Requests
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  1

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  Planned Spending: Ability to move overspent categories to the top of the list (edited)

  Active tazelahy 14 views 0 comments 1 point Most recent by tazelahy August 2024Feature Requests
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  21

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  Ability to view Spending Plan for the whole year

  Active Micha9 286 views 11 comments 21 points Most recent by tschoon August 2024Feature Requests
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  Canadian user specific features such as TFSA, RRSP, FHSA, RESP

  Closed Sourabh 404 views 16 comments 1 point Most recent by Coach Natalie August 2024Feedback
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  36

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  Add a Filter for "Untagged" (edited)

  Active SZR 302 views 12 comments 36 points Most recent by Mango2024 August 2024Feature Requests
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  3

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  Bills & Income: Show totals for each account when sorted by account (edited)

  Active Mountain Man 21 views 0 comments 3 points Most recent by Mountain Man August 2024Feature Requests
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  Merged: Button to Hide Net Worth

  chiphum 1 view 0 comments 1 point Most recent by chiphum August 2024Feature Requests
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  Merged: Forecast Cash Flow by Pay Period (edited)

  ELevi 11 views 0 comments 2 points Most recent by ELevi August 2024Feature Requests
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  1

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  Add Additional Options to Transaction History Settings (edited)

  Active today32 71 views 3 comments 1 point Most recent by today32 August 2024Feature Requests
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  5

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  Amount Matching: Ability to manually set the range for 'Limited Range' (edited)

  Active setheps 11 views 1 comment 5 points Most recent by EL1234 August 2024Feature Requests
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  2

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  Bills & Income: Add a Date Range Shortcut/Saved Date Range (edited)

  Active rbsimplifi 11 views 0 comments 2 points Most recent by rbsimplifi August 2024Feature Requests
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  1

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  Add a 180 Day option to Investment Balances and Performance Graphs (edited)

  Active BHazeltine 11 views 0 comments 1 point Most recent by BHazeltine August 2024Feature Requests
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  1
  Automatically fallback to other online banking connectors (edited)

  Already Offered Closed jade 31 views 4 comments 1 point Most recent by Coach Natalie August 2024Feature Requests
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  45
  Increase the Time Range on Projected Cash Flow Chart [edited] (6 Merged Votes)

  Completed Closed mazar1977 734 views 31 comments 45 points Most recent by RobWilk August 2024Feature Requests
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  12
  Ability to turn off in-product notifications (edited)

  Completed Closed JAL 273 views 9 comments 12 points Most recent by Coach Natalie August 2024Feature Requests
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  16

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  When clicking on "category" drop down, the current selected category should be auto-highlighted

  Active nichodamous 216 views 11 comments 16 points Most recent by Motty August 2024Feature Requests
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  12

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  Add feature to transfer funds from one goal to another

  Active LtDan1912 31 views 3 comments 12 points Most recent by RobWilk August 2024Feature Requests