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Recurring Items

Net Worth, Stats, Trends

Categories, Tags

Accounts, Assets

General Feature Request

Getting Started

Institution Status & Requests

Planned

Create rule based on Plaid metadata

Expose API for the v2 Budget feature

Mobile App: Payee input should auto-suggest from entire transaction history

Mobile App: Offline entry

Mobile App: Support for attachments

Mobile App: Add ability to split transactions

Sync budgeting period across other pages, like transactions

Mobile App: Improve new transaction experience

Mobile App: Loan/Credit Card Balances are incorrectly calculated in Accounts Overview

Create Tags Endpoint

Allow partial transaction insertions (or upserts)

Newly split transactions not treated as split transactions until refresh

Balance History (Net Worth Tracker data) endpoint

Import Net Worth from mint

Rules Endpoints

Mark a recurring item as "not expected" for current month

Recurring Items

Use rules to auto-create transactions

Set an "anticipated" amount for pending transactions

In Progress

Improve page load time and app speed

Ability to hide zero dollar budget categories

Delete transaction endpoint

Improve error messaging in API

Set a recurring budget

Zero-based budgeting

Institution Status & Requests

Complete

Set month budget box doesn't reflect active view

Mobile Friendly Budget View

Total Variance vs. Budget

Budget 3 Month Average Calculated Incorrectly

Negative budget can't be set with empty sub-categories

Expand panel button misplaced on Budget page

Budget is counting a recurring item credit as an expense

Overview page says "for this month" instead of "for this period"

Positive sign changes to negative when typing zero in amount field

Pad budget tooltip shows incorrect expected amount for non-monthly recurring items

Sum Budget and Actual Totals

Fixed Budget Line Total

Beta: Add One Click Budget Setting to Set to Actual Spend

A single click way to "accept" all suggested budgets

Notes for budgets

Set budget automatically for some categories

Separate Rollover from Fixed Budget

One Click Budget from Recurring Items

'Hide categories with no budget' shouldn't hide category group budgets set to zero

View Transactions link from Budget filters out pending transactions

Available balance tooltip shouldn't display when start date is in the future

Increase visual distinction between categories and the group they live in

Button to allow manual reset to any dollar value for rollover budget amounts

Button to reset budget rollover amount to $0

Click on a category to be taken to a filtered transaction list

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