Feature Request

Discussion List

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  2

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  Automatically refresh the Web App in real time (edited)

  Active PSTheOtherOne 252 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 Most recent by cgoneal May 2023Feature 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 Most recent by Yash May 2023Feature Requests
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  6

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  Add a budget calendar (edited)

  Active PureWhiteTrash 101 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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  Show a breakdown of what Savings Goals an account has contributed to in Account Balances (edited)

  Active CharlesStello 141 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 Most recent by ajbopp April 2023Feature Requests
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  2
  Update Icon for Bank Downloaded/Matched Transactions so it's more visually clear (edited)

  Obsolete Closed kugarp 82 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 71 views 7 comments 1 point Most recent by Coach Natalie April 2023Feature Requests
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  2
  Keep UPCOMING Transactions on CASH FLOW Line Graph Until Cleared

  Completed Closed StuBudget 101 views 1 comment 2 points Most recent by Coach Natalie April 2023Feature Requests
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  Merged: Ability to bulk assign transactions to a Recurring Series (edited)

  grberkshier 121 views 0 comments 17 points Most recent by grberkshier April 2023Feature Requests
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  3

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  Add a Widgets Area for Personal KPI's (edited)

  Active altChristopher 22 views 2 comments 3 points Most recent by altChristopher March 2023Feature Requests
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  1

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  Credit Card Reserves (edited)

  Active altChristopher 52 views 0 comments 1 point Most recent by altChristopher March 2023Feature Requests
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  Merged: Feature: Encourage Accurate Spending Plans

  altChristopher 1 view 0 comments 1 point Most recent by altChristopher March 2023Feature Requests
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  2

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  Bigger Menu Icon on the Mobile App (edited)

  Active SwiftChipmunk 61 views 1 comment 2 points Most recent by RobWilk March 2023Feature Requests
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  2
  We need more graphs/widgets (edited)

  Completed Closed TGP 121 views 7 comments 2 points Most recent by Coach Natalie March 2023Feature Requests
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  6
  Add a Net Worth Report [edited] (2 Merged Votes)

  Completed Closed lanewinfield 1.5K views 60 comments 6 points Most recent by DannyB March 2023Feature Requests
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  3
  Historical balances for all account types

  Completed Closed corefi 62 views 2 comments 3 points Most recent by Coach Natalie March 2023Feature Requests
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  2
  Allow for Account Balance History Download

  Completed Closed dgalt 81 views 2 comments 2 points Most recent by Coach Natalie March 2023Feature Requests
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  4
  Daily Accounts Summary Report with Account Balances [edited] (1 Merged Vote)

  Completed Closed Thatalexsilver 161 views 6 comments 4 points Most recent by Coach Natalie March 2023Feature Requests
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  0
  Have Net Worth Report graph update daily with linked Investment Accounts (edited)

  Completed Closed matt00 72 views 2 comments 0 points Most recent by Coach Natalie March 2023Feature Requests
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  19
  Need some detail in the Net Worth report

  Completed Closed sabrinablue 661 views 10 comments 19 points Most recent by Coach Natalie March 2023Feature Requests