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Boards
Transactions
136
Budget
63
Recurring Items
35
Overview
45
Calendar
15
Net Worth, Stats, Trends
31
Query Tool
28
Categories, Tags
28
Accounts, Assets
46
Rules
42
CSV Importing
24
Developer API
30
General Feature Request
77
Getting Started
3
Institution Status & Requests
201
Bugs
183
Mobile App
31
Roadmap
Filters
Planned
7
Mobile App: Payee input should auto-suggest from entire transaction history
Mobile App
11
Mobile App: Offline entry
Mobile App
15
Mobile App: Support v2 budget experience
Mobile App
14
Mobile App: Support for attachments
Mobile App
20
Mobile App: Add ability to split transactions
Mobile App
8
v2: Sync budgeting period across other pages, like transactions
Budget
15
Mobile App: Improve new transaction experience
Mobile App
4
Mobile App: Loan/Credit Card Balances are incorrectly calculated in Accounts Overview
Mobile App
2
Create Tags Endpoint
Developer API
3
Allow partial transaction insertions (or upserts)
Developer API
7
Newly split transactions not treated as split transactions
Bugs
35
Balance History (Net Worth Tracker data) endpoint
Developer API
39
Import Net Worth from mint
CSV Importing
25
Rules Endpoints
Developer API
167
Mark a recurring item as "not expected" for current month
Recurring Items
92
Use rules to auto-create transactions
Rules
40
Set an "anticipated" amount for pending transactions
Transactions
In Progress
13
Button to reset budget rollover amount to $0
Budget
8
Sum group total
Budget
3
Set budget automatically for some categories
Budget
12
Click on a category to be taken to a filtered transaction list
Budget
17
Improve page load time and app speed
Budget
26
Budget - collapse/expand groups
Budget
30
Notes for budgets
Budget
43
Ability to hide zero dollar budget categories
Budget
16
Delete transaction endpoint
Developer API
8
Improve error messaging in API
Developer API
35
A single click way to "accept" all suggested budgets
Budget
68
Total for budget
Budget
57
Separate Rollover from Fixed Budget
Budget
77
Show amount of unallocated income
Budget
73
Set a recurring budget
Budget
100
Set a budget for a year
Budget
78
Custom budget periods
Budget
266
Zero-based budgeting
Budget
29
OpenAPI Spec
Developer API
155
Wealthsimple
Institution Status & Requests
Complete
2
Error when deleting categories
Bugs
10
v2: Support semi-monthly budget period
Budget
7
v2: In Budget Settings, allow setting "rollover management" and "one-click budgeting" for a Category Group
Budget
5
v2: Month summary displays incorrectly on Transactions page
Bugs
3
v2: One-click budgeting doesn't work for inflow
Bugs
1
v2: Can't move 100% of available funds to a different budget
Bugs
1
v2: Back button jumps 2 periods on budget page for "every 4 months"
Bugs
2
Mobile App: Restore swipe to review transaction
Mobile App
1
Mobile App: Switch accounts menu not scrollable
Mobile App
1
Mobile App: Replace "Face ID" wording with "Biometric ID"
Mobile App
11
Beta: 'Available' column in Budget Breakdown has inconsistent coloration and ignores projected spend
Bugs
2
v2: Currency isn't respected for individually set one-click budgets
Bugs
1
v2: Clicking "Move" multiple times repeats the operation
Bugs
16
v2: When Budget Period is "By Calendar Month" show budget title as "January 2025" instead of "Wed, Jan 1 - Fri, Jan 31"
Budget
1
v2: Expected Income amount incorrectly shows as "Left to earn"
Bugs
1
v2: Issues with custom monthly budgets starting on day 29, 30 and 31
Bugs
1
v2: "Rollover to general pool" for income doesn't work with "Base Income On Budgeted Income"
Budget
3
v2: Settings view indentation doesn't respect dark mode
Bugs
3
v2: Income categories excluded from budget reflect in 'Left to Budget' on Overview page
Bugs
2
v2: Move rolled-over funds without changing current-period estimate
Budget
2
v2: Pad budget tooltip displays income as negative
Bugs
2
Mobile App: PIN code and FaceId
Mobile App
1
Mobile App: Crypto accounts remain in Accounts Overview after switching budgets
Mobile App
3
Mobile App: Support decimal comma amount notation
Mobile App
37
v2: Support category group budgeting
Budget
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