Feature Request

Discussion List

• 
  2

  Up Down
  Blur screen in iOS “App Switcher” (edited)

  Active ahealy 134 views 0 comments 2 points Started by ahealy March 2024 Feature Requests
• 
  3
  A "Display Density" setting

  Completed Closed TheTemplateBlog 38 views 4 comments 3 points Most recent by UrsulaA February 2024Feature Requests
• 
  5

  Up Down
  Ability to Create Custom Account Types (edited)

  Active alkaboy 219 views 7 comments 5 points Most recent by UrsulaA February 2024Feature Requests
• 
  3

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

  Active afrancisco87 150 views 5 comments 3 points Most recent by Coach Natalie February 2024Feature Requests
• 
  5
  Add the Year to Recurring Series View (edited)

  Completed Closed Flopbot 124 views 13 comments 5 points Most recent by UrsulaA February 2024Feature Requests
• 
  2

  Up Down
  Transfer Transactions: Remove non-functional "Exclude From Report" option

  Active RobWilk 75 views 4 comments 2 points Most recent by UrsulaA February 2024Feature Requests
• 
  Merged: Ability to split a single transaction between two months

  Jds 31 views 0 comments -1 point Started by Jds February 2024 Feature Requests
• 
  2

  Up Down
  Add 401a as an Account Type (edited)

  Active FutureEye 41 views 1 comment 2 points Most recent by FutureEye February 2024Feature Requests
• 
  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
• 
  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
• 
  3

  Up Down
  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
• 
  3

  Up Down
  Don't delete Recurring Transactions when an account is deleted (edited)

  Active Shaun 43 views 1 comment 3 points Most recent by RobWilk February 2024Feature Requests
• 
  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
• 
  4

  Up Down
  Default 'closed' investment accounts as unselected in the Investment pages (edited)

  Active Wedo778 31 views 0 comments 4 points Started by Wedo778 February 2024 Feature Requests
• 
  6

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

  Active UrsulaA 31 views 0 comments 6 points Started by UrsulaA February 2024 Feature Requests
• 
  2

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

  Active Robinthemike 31 views 0 comments 2 points Started by Robinthemike February 2024 Feature Requests
• 
  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
• 
  Merged: running balance

  Johnson.JNicole 11 views 0 comments 2 points Started by Johnson.JNicole February 2024 Feature Requests
• 
  1

  Up Down
  Net Worth Report: Add sort feature to sort Debt by high to low

  Active jaiv 34 views 1 comment 1 point Most recent by Coach Natalie February 2024Feature Requests
• 
  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
• 
  3

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

  Active UrsulaA 21 views 0 comments 3 points Started by UrsulaA February 2024 Feature Requests
• 
  20

  Up Down
  Pie Charts & Graphs for Investments Holdings

  Active TGP 124 views 5 comments 20 points Most recent by Scottp925 February 2024Feature Requests
• 
  2

  Up Down
  Goal Contribution Notification - adjustable date setting (edited)

  Active Hover2mach 16 views 1 comment 2 points Most recent by ajbopp February 2024Feature Requests
• 
  1
  Add ability to look at items in the past in the Bills & Payments section (edited)

  Already Offered Closed 1977Pressman 54 views 1 comment 1 point Most recent by UrsulaA February 2024Feature Requests
• 
  5

  Up Down
  Allow Links in addition to Attachments

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

  Completed Closed ncapone 106 views 6 comments 7 points Most recent by Ricuba February 2024Feature Requests
• 
  4
  Ability to import net worth data for investment accounts

  Already Offered Closed UrsulaA 293 views 16 comments 4 points Most recent by FutureEye February 2024Feature Requests
• 
  0
  Advanced Filtering on Mobile App (edited

  Completed Closed jpavlik 31 views 2 comments 0 points Most recent by Coach Natalie February 2024Feature Requests
• 
  10

  Up Down
  Add an option for "Select All" and "Select None" when using Filters (edited)

  Active Rkg 52 views 2 comments 10 points Most recent by Tim23 February 2024Feature Requests