Feature Request

Discussion List

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  Merged: Feature Request: Ability to ignore one part of a split transaction

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

  Active Wedo778 31 views 0 comments 4 points Most recent by Wedo778 February 2024Feature Requests
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  Ability to jump to a specific month in the Spending Plan using a date picker (edited)

  Active UrsulaA 31 views 0 comments 6 points Most recent by UrsulaA February 2024Feature Requests
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  2

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

  Active Robinthemike 31 views 0 comments 2 points Most recent by Robinthemike February 2024Feature Requests
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  Merged: Projected Cash Flow: One line that represents all selected accounts (edited)

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

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

  Active jaiv 35 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 Most recent by Hover2mach February 2024Feature Requests
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  Add Advanced Filter options for Recurring Income & Recurring Transfers (edited)

  Active UrsulaA 21 views 0 comments 3 points Most recent by UrsulaA February 2024Feature Requests
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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 17 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 54 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 107 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 297 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 31 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 52 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 971 views 23 comments 26 points Most recent by Coach Natalie February 2024Feature Requests
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  12
  Add additional Frequency options for Recurring Transactions [edited] (26 Merged Votes)

  Completed Closed mazar1977 2.5K views 84 comments 12 points Most recent by Coach Natalie February 2024Feature Requests
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  Allow Bill Reminder Notifications to link to Apple/Google Calendar (edited)

  Active Nabeelb227 85 views 2 comments 3 points Most recent by MattN February 2024Feature Requests
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  Merged: Support Linking Multiple Transactions with Single/Split Refund

  smucav 1 view 0 comments 0 points Most recent by smucav February 2024Feature Requests
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  Enhanced Circle (Donut) Graph for Spending Plan

  Active DannyB 51 views 1 comment 3 points Most recent by UrsulaA February 2024Feature Requests
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  Add Annual & Weekly Finance Planners

  Active kameronrhall 44 views 4 comments 5 points Most recent by Wedo778 February 2024Feature Requests
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  3
  When correcting a category, have the option to apply to past and future transactions for that payee

  Already Offered Closed System 115 views 5 comments 3 points Most recent by UrsulaA February 2024Feature Requests
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  Add more detail to the "Is this a recurring bill?" prompt to determine vendor (edited)

  Active AllTheHighCs 33 views 1 comment 2 points Most recent by AllTheHighCs February 2024Feature Requests
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  Mobile App: Ability to import transactions (edited)

  Active llamafilm 61 views 0 comments 4 points Most recent by llamafilm February 2024Feature Requests
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  Add a non-live Support option (edited)

  Active MichaelW 32 views 0 comments 2 points Most recent by MichaelW February 2024Feature Requests
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  Include number of transactions in Spending Report (on screen and/or tooltip)

  Active tkdennis 22 views 1 comment 2 points Most recent by UrsulaA February 2024Feature Requests
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  Integrate a Credit Card Billing System into Reports (edited)

  Active kgladstone 21 views 0 comments 2 points Most recent by kgladstone February 2024Feature Requests