Feature Request

14

Customizable Columns in Watchlists [edited]

Completed Closed prat0088 122 views 5 comments 14 points Most recent by Coach Natalie September 2024Feature Requests
101

Customizable Columns in Reports/Include 'Notes' Column (edited)

Completed Closed TheNigerianPrince 1.6K views 50 comments 101 points Most recent by Coach Natalie September 2024Feature Requests
11

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

Active alkaboy 66 views 9 comments 11 points Most recent by EL1234 August 2024Feature Requests
4

Change Default Account for MANUAL Uploads to account where upload button was selected (edited)

Completed Closed Flopbot 62 views 2 comments 4 points Most recent by Flopbot August 2024Feature Requests
2

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

Active eMoneyBagz 12 views 0 comments 2 points Most recent by eMoneyBagz August 2024Feature Requests
8

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Canada Specific Investment Account Types (edited)

Active smitp111 43 views 1 comment 8 points Most recent by BhupeshGajria August 2024Feature Requests
14

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

In Review max4 91 views 3 comments 14 points Most recent by quick username August 2024Feature Requests
21

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Ability to view Spending Plan for the whole year

Active Micha9 319 views 11 comments 21 points Most recent by tschoon August 2024Feature Requests
3

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

Active Mountain Man 27 views 0 comments 3 points Most recent by Mountain Man August 2024Feature Requests
Merged: Button to Hide Net Worth

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

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

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Add Additional Options to Transaction History Settings (edited)

Active today32 84 views 3 comments 1 point Most recent by today32 August 2024Feature Requests
5

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

Active setheps 13 views 1 comment 5 points Most recent by EL1234 August 2024Feature Requests
2

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

Active rbsimplifi 34 views 0 comments 2 points Most recent by rbsimplifi August 2024Feature Requests
1

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

Active BHazeltine 12 views 0 comments 1 point Most recent by BHazeltine August 2024Feature Requests
1

Automatically fallback to other online banking connectors (edited)

Already Offered Closed jade 32 views 4 comments 1 point Most recent by Coach Natalie August 2024Feature Requests
45

Increase the Time Range on Projected Cash Flow Chart [edited] (6 Merged Votes)

Completed Closed mazar1977 816 views 31 comments 45 points Most recent by RobWilk August 2024Feature Requests
12

Ability to turn off in-product notifications (edited)

Completed Closed JAL 278 views 9 comments 12 points Most recent by Coach Natalie August 2024Feature Requests
19

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Credit Card Utilization Report

Active Marcus 132 views 9 comments 19 points Most recent by UrsulaA July 2024Feature Requests
Merged: Ability to turn off the display of account balances in the Accounts List (edited)

Stella 21 views 0 comments 2 points Most recent by Stella July 2024Feature Requests
23

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Add Notes Field To Upcoming Transactions

Active Tickko 205 views 8 comments 23 points Most recent by KB2014 July 2024Feature Requests
8

Stop Savings Goals from counting in the Spending Plan upon expected completion (edited)

Completed Closed Md2023 102 views 3 comments 8 points Most recent by Coach Natalie July 2024Feature Requests