Feature Request

Discussion List

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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 Most recent by Meghan January 2023Feature Requests
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  Merged: Rule to automatically ignore certain transactions

  cb77 1 view 0 comments 2 points Most recent by cb77 January 2023Feature Requests
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  Merged: Indicate Low Point On Projected Cash Flow Graph

  Evessia 11 views 0 comments 3 points Most recent by Evessia January 2023Feature Requests
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  2

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  Deselect transactions after bulk marking them as "reviewed" (edited)

  Active lovetobudget 53 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 95 views 1 comment 1 point Most recent by Coach Natalie January 2023Feature Requests
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  Merged: Support for Daily Reminders

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

  wiltap 1 view 0 comments 2 points Most recent by wiltap January 2023Feature Requests
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  0

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  Easier access to Spending Plan/Budget on Mobile App (edited)

  Active Chrobrego 13 views 0 comments 0 points Most recent by Chrobrego January 2023Feature Requests
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  11

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

  Active Flopbot 114 views 1 comment 11 points Most recent by DannyB January 2023Feature Requests
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  1
  Global search

  Already Offered MinB 53 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 Most recent by rodsan December 2022Feature Requests
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  Merged: Add a "Select all" button in Filters

  SZR 1 view 0 comments 1 point Most recent by SZR November 2022Feature 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 104 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 187 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 93 views 2 comments 2 points Most recent by Coach Natalie October 2022Feature 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 Most recent by bbgirl October 2022Feature Requests
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  12
  Multiple logins for couples (edited)

  Completed Closed Sue 152 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 Most recent by kwimmer October 2022Feature Requests
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  95
  Authorized User with certain Permissions/View Access to Account [edited] (6 Merged Votes)

  Completed Closed sephorous 5K views 63 comments 95 points Most recent by Coach Natalie September 2022Feature Requests
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  Merged: Splitting shared credit cards

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

  Skater 1 view 0 comments 1 point Most recent by Skater September 2022Feature Requests
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  5
  Add a Recurring indicator to Transactions without having to expand the Details (edited)

  Completed Closed khayes 140 views 9 comments 5 points Most recent by Flopbot September 2022Feature Requests
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  Merged: Ability to reset Savings Goals (edited)

  Flopbot 321 views 0 comments 12 points Most recent by Flopbot September 2022Feature Requests
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  Merged: Show "recurring" status in transaction table

  thisisbart 1 view 0 comments 1 point Most recent by thisisbart September 2022Feature Requests
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  3
  Ability to track transactions for Manual Investment Accounts (edited)

  Completed Closed bankofdad 284 views 7 comments 3 points Most recent by bbertchie September 2022Feature Requests
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  4
  Need details of investments like market value and cost basis (edited)

  Completed Closed Cincinnati-Boy 34 views 1 comment 4 points Most recent by Coach Natalie September 2022Feature Requests
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  2
  For investment income, be able to create a rule so these get sorted differently

  Completed Closed Laura 73 views 3 comments 2 points Most recent by Coach Natalie September 2022Feature Requests
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  Merged: Add Keyboard Shortcuts (edited)

  justme 201 views 0 comments 8 points Most recent by justme September 2022Feature Requests
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  3
  Ability to create 'Transfers' To/From IRA and Investment Accounts [edited] (3 Merged Votes)

  Completed Closed ZZPSP 347 views 5 comments 3 points Most recent by Coach Natalie September 2022Feature Requests