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Recurring Items

Net Worth, Stats, Trends

Categories, Tags

Accounts, Assets

General Feature Request

Getting Started

Institution Status & Requests

Planned

Create Tags Endpoint

Allow partial transaction insertions (or upserts)

Newly split transactions not treated as split transactions

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

Mobile App: Add default currency setting

Mobile App: Dismiss date range selector on press

Mobile App: 'Last 30 Days' and 'Last 7 Days' display an extra day

Error importing Ethereum address

Delete transaction endpoint

Improve error messaging in API

A single click way to "accept" all suggested budgets

Total for budget

Separate Rollover from Fixed Budget

Show amount of unallocated income

Set a recurring budget

Set a budget for a year

Custom budget periods

Zero-based budgeting

Institution Status & Requests

Complete

Historical balances in secondary currencies miscalculated using current rate

Beta: Pad budget tooltip lists non-expected recurring items

Beta: Collaborators card doesn't display collaborators

Allow modifications to plaid transactions via API or Rule

debit_as_negative parameter ignored on GET /transactions/:id

Stopping sync for one account revokes access to remaining accounts

Stats page shows incorrect currency labels

Mobile App: Support for Grouped Transactions

Mobile App: Estd. Net Worth calculation disregards currency

Add `to_base` to account objects in API

Beta: Archived categories have unexpected behavior

CSV Import Bug with Mozilla Firefox on Windows

Other Income should not include recurring income

user_external_id of API-inserted transaction remains in database after deletion

Support Venezuelan Sovereign Bolivar (VES) currency

Fidelity Investments

Institution Status & Requests

Bulk edit to mark all as unreviewed doesn't work

Visiting Suggested Rules URL directly shows a blank page

Billing page annual pricing slider not aligned with icons

Bulk edit actions trigger recurring link removal

Accounts missing from dropdown when editing recurring items

Transaction date displays incorrectly when revised from table cell

Edit account panel for synced crypto accounts crashes app

Account grouping by institution is incorrect

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