Feature Request

Discussion List

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  14
  Subtract Recurring Investment Transfers from my Spending Plan amount (edited)

  Completed Closed davecave 585 views 7 comments 14 points Most recent by Coach Natalie June 2023Feature Requests
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  12
  Match Downloads to Scheduled Transactions, even if the Amounts slightly differ (edited)

  Completed Closed mazar1977 141 views 8 comments 12 points Most recent by Coach Natalie June 2023Feature Requests
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  4

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  Redirect to the 'By Account' View When Clicking "Savings Goals" from the Accounts List (edited)

  Active Flopbot 62 views 0 comments 4 points Started by Flopbot June 2023 Feature Requests
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  3

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  Ability to run Spending Report by Month without using Custom Date Range (edited)

  Active noone 31 views 0 comments 3 points Started by noone June 2023 Feature Requests
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  3

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  Periodic Summary Report, leading to Spending Plan Guidance & Suggestions (edited)

  Active ajbopp 71 views 2 comments 3 points Most recent by ajbopp June 2023Feature Requests
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  2

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  Consistent Interface between Mobile and Web

  Active ajbopp 41 views 0 comments 2 points Started by ajbopp June 2023 Feature Requests
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  38
  Spending Plan should include Recurring Transfers [edited] (8 Merged Votes)

  Completed Closed bcrossman 1.3K views 25 comments 38 points Most recent by Coach Natalie June 2023Feature Requests
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  7

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  Show Institution Names in the Accounts List (edited)

  Active johnb 103 views 5 comments 7 points Most recent by DannyB May 2023Feature Requests
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  2

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  Hybrid Bank/Investing Account Type

  Active cdorsi 41 views 0 comments 2 points Started by cdorsi May 2023 Feature Requests
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  5
  Add a search feature to Settings>Categories & Tags (edited)

  Completed Closed Flopbot 103 views 5 comments 5 points Most recent by SeattleGuy May 2023Feature Requests
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  Merged: Transaction Activity of Reports: Show the Split Amount for the Filter (edited)

  Carl274 71 views 0 comments 6 points Started by Carl274 May 2023 Feature Requests
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  1

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  Ability to use the Escape key to exit Category selection instead of entire screen (edited)

  Active FinTechMan 41 views 0 comments 1 point Started by FinTechMan May 2023 Feature Requests
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  36
  CryptoCurrency Support

  Completed Closed shaunquinton2 1.4K views 24 comments 36 points Most recent by Coach Natalie May 2023Feature Requests
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  1

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  Ability to have income transactions using an Expense Category show up in Income Report (edited)

  Active Vulpes 73 views 0 comments 1 point Started by Vulpes May 2023 Feature Requests
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  2

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  Automatically refresh the Web App in real time (edited)

  Active PSTheOtherOne 214 views 7 comments 2 points Most recent by PSTheOtherOne May 2023Feature Requests
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  Merged: Unused Payees - Need Ability to Remove

  cgoneal 1 view 0 comments 2 points Started by cgoneal May 2023 Feature Requests
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  Merged: Split transactions to only account for a % in Spending Plan and Reports

  Yash 1 view 0 comments 1 point Started by Yash May 2023 Feature Requests
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  6

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  Add a budget calendar (edited)

  Active PureWhiteTrash 95 views 1 comment 6 points Most recent by RunningWithCalendar May 2023Feature Requests
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  1
  Bank Balance vs Balance with Pending per account

  Already Offered Closed roscoevm 111 views 1 comment 1 point Most recent by Coach Natalie May 2023Feature Requests
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  5

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  Mobile 4.0.0 'View Transaction': Condense the fields and unhide "Exclude" options (edited)

  Active BradleyBenSmith 182 views 4 comments 5 points Most recent by jtscanlon May 2023Feature Requests
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  5

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  Show a breakdown of what Savings Goals an account has contributed to in Account Balances (edited)

  Active CharlesStello 127 views 5 comments 5 points Most recent by TommyMac April 2023Feature Requests
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  Merged: Remove Property Accounts from the Projected Cash Flow in the Upcoming section (edited)

  ajbopp 121 views 0 comments 6 points Started by ajbopp April 2023 Feature Requests
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  2
  Update Icon for Bank Downloaded/Matched Transactions so it's more visually clear (edited)

  Obsolete Closed kugarp 81 views 2 comments 2 points Most recent by Coach Natalie April 2023Feature Requests
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  1
  Upcoming "widget" on dashboard shows more upcoming transactions that the actual Upcoming page

  Completed Closed kevinponeill 52 views 7 comments 1 point Most recent by Coach Natalie April 2023Feature Requests