Feature Request

Discussion List

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  6

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  Ability to automatically apply splits to downloaded, imported, and manual transactions (edited)

  Active simplira 189 views 6 comments 6 points Most recent by UrsulaA January 2024Feature Requests
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  6
  Adjust how the 'Reviewed' checkmark looks on the current transaction (edited)

  Completed Closed MtnCreed 206 views 16 comments 6 points Most recent by MtnCreed January 2024Feature Requests
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  16

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  Ability to mark reimbursements (from my roommates) as a recurring bill, rather than income (edited)

  Active eperduk7 1.2K views 5 comments 16 points Most recent by amlg5212 January 2024Feature Requests
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  4

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  Ability to create case-sensitive Payee Rules (edited)

  Active Dave L 52 views 4 comments 4 points Most recent by Dave L January 2024Feature Requests
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  4

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  Reduce Transaction Detail window and other window sizes for smaller screens (edited)

  In Review Sandee 52 views 2 comments 4 points Most recent by Mercs January 2024Feature Requests
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  2

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  Bill Connect: Add a 'Connected Bill History' section to view recent & past bills received (edited)

  Active cgmiller 41 views 0 comments 2 points Started by cgmiller January 2024 Feature Requests
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  Merged: Ability to Customize Spending Plan

  bmyers52 1 view 0 comments 1 point Started by bmyers52 January 2024 Feature Requests
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  Merged: Spending Graph

  dev9907 1 view 0 comments 1 point Started by dev9907 January 2024 Feature Requests
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  Merged: Create Default Reports

  dev9907 1 view 0 comments 1 point Started by dev9907 January 2024 Feature Requests
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  1

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  Ability to Filter Transactions by 'Subscriptions' only (edited)

  Active Tamila 62 views 3 comments 1 point Most recent by UrsulaA January 2024Feature Requests
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  3

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  Filters: Allow Entire Account Groupings to Be Selected (edited)

  Active patg 42 views 1 comment 3 points Most recent by EL1234 January 2024Feature Requests
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  4

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  Open all of the collapsed sections on the Net Worth Report by default (edited)

  Active System 31 views 2 comments 4 points Most recent by UrsulaA December 2023Feature Requests
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  31

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  Rollover: Watchlist [edited]

  Active jlkweb12 544 views 26 comments 31 points Most recent by Mountainrower December 2023Feature Requests
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  1

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  Projected Other Spending - Ability to use different options/amounts for different months (edited)

  Active destiny510 41 views 0 comments 1 point Started by destiny510 December 2023 Feature Requests
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  13

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  Add a Savings Goal Report (edited)

  In Review ajbopp 122 views 1 comment 13 points Most recent by ajbopp December 2023Feature Requests
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  3

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  Ability to remove 'Notes' during bulk edit (edited)

  Active Lianabug 41 views 4 comments 3 points Most recent by Coach Natalie December 2023Feature Requests
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  1

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  Add filtering options to Bills & Income Overview (edited)

  Active Jeannette 31 views 0 comments 1 point Started by Jeannette December 2023 Feature Requests
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  3

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  Integration with Defense Finance Accounting Service (DFAS) for Military Veteran's Accounts (edited)

  Active lkstaack 74 views 5 comments 3 points Most recent by Coach Natalie December 2023Feature Requests
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  Merged: Shift-click to select a range of transactions

  Lianabug 1 view 0 comments 2 points Started by Lianabug December 2023 Feature Requests
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  1

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  Ability to add accounts via routing+acct #s

  Active CoreyBarger 103 views 8 comments 1 point Most recent by UrsulaA December 2023Feature Requests
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  Merged: Easier method for manually inputting cash transactions

  ejs 11 views 0 comments 1 point Started by ejs December 2023 Feature Requests
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  87
  Bulk Edit Ability for "Exclude From Reports" and "Exclude from Spending Plan" (edited)

  Completed Closed TLynch 441 views 56 comments 87 points Most recent by UrsulaA December 2023Feature Requests
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  Merged: Ability To Track Gold and Silver Assets based on current market prices

  Andy9473 11 views 0 comments 1 point Started by Andy9473 December 2023 Feature Requests
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  38

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  Make Credit Card Bills a separate entity from Recurring Transactions (edited)

  Active barryh 192 views 7 comments 38 points Most recent by DannyB December 2023Feature Requests
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  5

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  Daily Notification for Bills that are Due That Day

  Active Ray G. Jr. 61 views 0 comments 5 points Started by Ray G. Jr. December 2023 Feature Requests
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  Merged: Planned vs Actual Spending

  Pchamb1998 1 view 0 comments 1 point Started by Pchamb1998 December 2023 Feature Requests
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  Income Report: Use the Net Paycheck Amount instead of Gross when splitting for deductions (edited)

  Active Charles Collins 274 views 2 comments 1 point Most recent by Charles Collins December 2023Feature Requests
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  4

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  Disable the 'Behind the Scenes' Category Assignment Logic for Transaction Imports (edited)

  Active aolafsson 72 views 0 comments 4 points Started by aolafsson December 2023 Feature Requests