Feature Request

Discussion List

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  Merged: Recurring Transition Frequency

  spyderdan 11 views 0 comments 1 point Started by spyderdan January 2023 Feature Requests
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  Merged: Have 'Withdraw From Savings Goals to Spend for Goal' Count as "Income" in the Spending Plan…

  Meghan 131 views 0 comments 12 points Started by Meghan January 2023 Feature Requests
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  Option for Bill Connect to keep the upcoming bill current with the account balance (edited)

  Active TommyMac 62 views 0 comments 4 points Started by TommyMac January 2023 Feature Requests
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  Merged: Rule to automatically ignore certain transactions

  cb77 1 view 0 comments 2 points Started by cb77 January 2023 Feature Requests
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  Project CD Balances

  Active BradleyBenSmith 62 views 1 comment 3 points Most recent by BradleyBenSmith January 2023Feature Requests
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  Merged: Indicate Low Point On Projected Cash Flow Graph

  Evessia 11 views 0 comments 3 points Started by Evessia January 2023 Feature Requests
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  Deselect transactions after bulk marking them as "reviewed" (edited)

  Active lovetobudget 52 views 1 comment 2 points Most recent by Coach Natalie January 2023Feature Requests
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  1

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  Apply changes made to Category names to Planned Spending items for that Category (edited)

  Active Chrobrego 93 views 1 comment 1 point Most recent by Coach Natalie January 2023Feature Requests
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  Option to include manually entered future transactions in account balance

  Active tenor.voce 47 views 0 comments -1 point Started by tenor.voce January 2023 Feature Requests
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  Merged: Support for Daily Reminders

  wiltap 1 view 0 comments 1 point Started by wiltap January 2023 Feature Requests
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  Merged: Support for Paycheck (Split Transaction) Reminder

  wiltap 1 view 0 comments 2 points Started by wiltap January 2023 Feature Requests
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  Easier access to Spending Plan/Budget on Mobile App (edited)

  Active Chrobrego 11 views 0 comments 0 points Started by Chrobrego January 2023 Feature Requests
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  11

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  Add "Refund From Savings Goal" option to Refund Tracker (edited)

  Active Flopbot 110 views 1 comment 11 points Most recent by DannyB January 2023Feature Requests
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  1
  Global search

  Already Offered MinB 55 views 3 comments 1 point Most recent by MinB December 2022Feature Requests
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  Merged: Ability to display and print Planned Spending in a list format (edited)

  rodsan 11 views 0 comments 2 points Started by rodsan December 2022 Feature Requests
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  Mobile App: Dashboard Card Options - Small/Medium/Large (edited)

  Active bobluck 52 views 1 comment 5 points Most recent by millsmn November 2022Feature Requests
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  Merged: Add a "Select all" button in Filters

  SZR 1 view 0 comments 1 point Started by SZR November 2022 Feature Requests
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  3

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  Keep 'Completed' Savings Goals on the Savings Goal Dashboard tile until money is spent (edited)

  Active bobluck 74 views 3 comments 3 points Most recent by Coach Natalie November 2022Feature Requests
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  19

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  Improvements to Investing Capabilities

  Active Trevor Miller 174 views 8 comments 19 points Most recent by Coach Natalie October 2022Feature Requests
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  2
  Have Watchlists reflect pending Recurring Bills (edited)

  Completed Closed jforjette 83 views 2 comments 2 points Most recent by Coach Natalie October 2022Feature Requests
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  Remember the 'Date range' selection on Bills & Income>Cash Flow page (edited)

  Active RobWilk 24 views 0 comments 5 points Started by RobWilk October 2022 Feature Requests
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  Merged: ability to view/edit spending plan for 1 yr/multiple months at a time

  bbgirl 1 view 0 comments 1 point Started by bbgirl October 2022 Feature Requests
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  12
  Multiple logins for couples (edited)

  Completed Closed Sue 155 views 1 comment 12 points Most recent by Coach Natalie October 2022Feature Requests
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  Merged: Ability to set date of saving goal contribution

  kwimmer 1 view 0 comments 1 point Started by kwimmer October 2022 Feature Requests
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  95
  Authorized User with certain Permissions/View Access to Account [edited] (6 Merged Votes)

  Completed Closed sephorous 4.6K views 63 comments 95 points Most recent by Coach Natalie September 2022Feature Requests
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  Ability to toggle between list and chart views for Projected Cash Flow on Mobile and Web (edited)

  Active mblank78 34 views 0 comments 5 points Started by mblank78 September 2022 Feature Requests
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  Merged: Splitting shared credit cards

  Skater 1 view 0 comments 1 point Started by Skater September 2022 Feature Requests
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  Merged: Category identification for big box stores

  Skater 1 view 0 comments 1 point Started by Skater September 2022 Feature Requests
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  Mobile App: Open keyboard automatically to search for Payee when clicking on Payee field (edited)

  Active yippinyahoo 33 views 0 comments 3 points Started by yippinyahoo September 2022 Feature Requests