Accounts

7

Up Down

Change negative numbers in the Accounts List to a red font (edited)

Active Cjared 19 views 1 comment 7 points Most recent by Coach Natalie August 2025Feature Requests
3

Up Down

Please add an investment account type for Donor Advised Funds (DAF)

Active RTK 41 views 2 comments 3 points Most recent by RTK August 2025Feature Requests
1

Up Down

Scheduling account updates - Add an option for when a Recurring Transaction occurs (edited)

Active MishaM 15 views 0 comments 1 point Most recent by MishaM August 2025Feature Requests