Feature Request

Discussion List

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  5

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  Ability to Create Custom Account Types (edited)

  Active alkaboy 205 views 7 comments 5 points Most recent by UrsulaA February 2024Feature Requests
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  3

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  Ability to Bulk Un-Exclude Transactions from Reports and the Spending Plan (edited)

  Active afrancisco87 149 views 5 comments 3 points Most recent by Coach Natalie February 2024Feature Requests
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  5
  Add the Year to Recurring Series View (edited)

  Completed Closed Flopbot 117 views 13 comments 5 points Most recent by UrsulaA February 2024Feature Requests
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  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Active RobWilk 66 views 4 comments 2 points Most recent by UrsulaA February 2024Feature Requests
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  Merged: Ability to split a single transaction between two months

  Jds 31 views 0 comments -1 point Started by Jds February 2024 Feature Requests
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  Add 401a as an Account Type (edited)

  Active FutureEye 42 views 1 comment 2 points Most recent by FutureEye February 2024Feature Requests
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  Merged: Add option to make a payee name rule based on a specific string and not just keywords

  IzzyR 11 views 0 comments 1 point Started by IzzyR February 2024 Feature Requests
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  Merged: Allow for input of cash transactions (without need to create a cash account)

  IzzyR 11 views 0 comments -1 point Started by IzzyR February 2024 Feature Requests
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  Ability to Subtotal by Account Type in the Investments Tab (edited)

  Active alkaboy 21 views 1 comment 3 points Most recent by Kim E February 2024Feature Requests
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  Don't delete Recurring Transactions when an account is deleted (edited)

  Active Shaun 42 views 1 comment 3 points Most recent by RobWilk February 2024Feature Requests
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  Savings Goals: Ability to not have to select an account for a "Saved for far" amount [edited]

  Active Vlad 52 views 1 comment 0 points Most recent by ajbopp February 2024Feature Requests
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  Merged: Feature Request: Ability to ignore one part of a split transaction

  MichaelJohn984 11 views 0 comments 1 point Started by MichaelJohn984 February 2024 Feature Requests
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  Default 'closed' investment accounts as unselected in the Investment pages (edited)

  Active Wedo778 34 views 0 comments 4 points Started by Wedo778 February 2024 Feature Requests
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  6

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  Ability to jump to a specific month in the Spending Plan using a date picker (edited)

  Active UrsulaA 32 views 0 comments 6 points Started by UrsulaA February 2024 Feature Requests
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  2

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  Add a Change Log for manually adding, deleting, or editing transactions (edited)

  Active Robinthemike 32 views 0 comments 2 points Started by Robinthemike February 2024 Feature Requests
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  Merged: Projected Cash Flow: One line that represents all selected accounts (edited)

  UrsulaA 241 views 0 comments 14 points Started by UrsulaA February 2024 Feature Requests
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  Merged: running balance

  Johnson.JNicole 11 views 0 comments 2 points Started by Johnson.JNicole February 2024 Feature Requests
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  Net Worth Report: Add sort feature to sort Debt by high to low

  Active jaiv 32 views 1 comment 1 point Most recent by Coach Natalie February 2024Feature Requests
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  Merged: Bills to auto-suggest or link to last year's "same bill" if variable (like variable electri…

  Hover2mach 11 views 0 comments 3 points Started by Hover2mach February 2024 Feature Requests
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  3

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  Add Advanced Filter options for Recurring Income & Recurring Transfers (edited)

  Active UrsulaA 24 views 0 comments 3 points Started by UrsulaA February 2024 Feature Requests
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  20

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  Pie Charts & Graphs for Investments Holdings

  Active TGP 124 views 5 comments 20 points Most recent by Scottp925 February 2024Feature Requests
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  Goal Contribution Notification - adjustable date setting (edited)

  Active Hover2mach 12 views 1 comment 2 points Most recent by ajbopp February 2024Feature Requests
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  1
  Add ability to look at items in the past in the Bills & Payments section (edited)

  Already Offered Closed 1977Pressman 52 views 1 comment 1 point Most recent by UrsulaA February 2024Feature Requests
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  Allow Links in addition to Attachments

  Active LtDan1912 42 views 2 comments 5 points Most recent by pwhelan81 February 2024Feature Requests
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  7
  Auto calculate/distribute the amount of a transaction split (edited)

  Completed Closed ncapone 104 views 6 comments 7 points Most recent by Ricuba February 2024Feature Requests
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  4
  Ability to import net worth data for investment accounts

  Already Offered Closed UrsulaA 281 views 16 comments 4 points Most recent by FutureEye February 2024Feature Requests
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  0
  Advanced Filtering on Mobile App (edited

  Completed Closed jpavlik 33 views 2 comments 0 points Most recent by Coach Natalie February 2024Feature Requests
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  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 58 views 2 comments 10 points Most recent by Tim23 February 2024Feature Requests
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  26
  Ability to Create One-Time Bills That Are Not Recurring (edited)

  Completed Closed cfoxcvg 883 views 23 comments 26 points Most recent by Coach Natalie February 2024Feature Requests