Feature Request

Discussion List

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  1

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  Ability to exclude Refund Reminders from the Spending Plan (edited)

  Active DryHeat 32 views 5 comments 1 point Most recent by EL1234 December 2025Feature Requests
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  0

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  Use the Web/Mobile App Version to Identify a Problem, Suggestion, Change, etc. (edited)

  Active Dick_Davis 15 views 2 comments 0 points Most recent by Coach Natalie December 2025Feature Requests
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  2

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  Add an Income Tax Calculator to Planning Tools (edited)

  Active SRC54 22 views 0 comments 2 points Started by SRC54 December 2025 Feature Requests
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  Add a product roadmap or list of what's being worked on (edited)

  In Review Chrobrego 876 views 26 comments 1 point Most recent by FutureEye December 2025Feature Requests
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 374 views 9 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)

  In Review barryh 2.8K views 72 comments 183 points Most recent by PhoenixV November 2025Feature Requests
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  Integrate with ChatGPT (edited)

  Active hokuto 11 views 0 comments 1 point Started by hokuto November 2025 Feature Requests
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  46

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  Release Partial Amount of Planned Spending/Transfer Available to Cover Overages (edited)

  Active Flopbot 367 views 17 comments 46 points Most recent by DannyB November 2025Feature Requests
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  303

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  Add 2-Factor Authentication/Multi-Factor Authentication to App [edited] (2 Merged Votes)

  In Review TGP 4.7K views 119 comments 303 points Most recent by howie_s November 2025Feature Requests
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  Add a Spending Plan Report for Trends and "What If" Scenarios [edited] (3 Merged Votes)

  Active Ciarroni 464 views 5 comments 6 points Most recent by Coach Natalie November 2025Feature Requests
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  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed Closed mazar1977 2.1K views 61 comments 177 points Most recent by apexfox November 2025Feature Requests
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  44
  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Completed Closed dave_sxxxxx 496 views 23 comments 44 points Most recent by Coach Natalie November 2025Feature Requests
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  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed Closed RSKadish 818 views 36 comments 58 points Most recent by Coach Natalie November 2025Feature Requests
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed Closed cas-sea 76 views 2 comments 1 point Most recent by Coach Natalie November 2025Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed Closed bowgy4 79 views 5 comments 10 points Most recent by Coach Natalie November 2025Feature Requests
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  9
  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Completed Closed Kanda 211 views 11 comments 9 points Most recent by Coach Natalie November 2025Feature Requests
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  4

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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 23 views 0 comments 4 points Started by RASA November 2025 Feature Requests
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  3

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  Add an Account Type for Equity Accounts (edited)

  Active RASA 3 views 0 comments 3 points Started by RASA November 2025 Feature Requests
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  6

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  Ability to enter a Start Date for Watchlists (edited)

  Active EL1234 103 views 3 comments 6 points Most recent by SRC54 November 2025Feature Requests
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  Rename 'Check #' to "Check/Reference #" (edited)

  Dick_Davis 41 views 5 comments -1 point Most recent by EL1234 November 2025Feature Requests
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  35

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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 981 views 45 comments 35 points Most recent by flintster_99 November 2025Feature Requests
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  111

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  Full Payee descriptions are needed (edited)

  In Review mjodotcom 683 views 57 comments 111 points Most recent by 110011 November 2025Feature Requests
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  39

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  Mobile App: Ability to change the sort order of Watchlists (edited)

  Active Flopbot 512 views 20 comments 39 points Most recent by William Goicochea November 2025Feature Requests
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  Other Spend: Ability to select multiple categories for a total (edited)

  MikeZ 42 views 4 comments 3 points Most recent by MikeZ November 2025Feature Requests
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  Include all categories when exporting reports, even if they haven't been used (edited)

  Active donnieandclyd3 22 views 2 comments 2 points Most recent by DryHeat November 2025Feature Requests
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  Ability to customize 'Most Used Categories' (edited)

  Active Mearak 83 views 7 comments 11 points Most recent by RobWilk November 2025Feature Requests
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  Mobile App: Income & Expense Report: Add a grand total for each category for the timeframe selected

  ChefKeith 61 views 7 comments 2 points Most recent by Coach Natalie November 2025Feature Requests