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Boards
Transactions
151
Budget
61
Recurring Items
38
Overview
47
Calendar
15
Net Worth, Stats, Trends
32
Query Tool
31
Categories, Tags
28
Accounts, Assets
48
Rules
44
CSV Importing
28
Developer API
31
General Feature Request
83
Getting Started
3
Institution Status & Requests
224
Bugs
198
Mobile App
50
Roadmap
Filters
Planned
41
Create rule based on Plaid metadata
Rules
12
Mobile App: Payee input should auto-suggest from entire transaction history
Mobile App
18
Mobile App: Offline entry
Mobile App
24
Mobile App: Support for attachments
Mobile App
39
Mobile App: Add ability to split transactions
Mobile App
12
Sync budgeting period across other pages, like transactions
Budget
24
Mobile App: Improve new transaction experience
Mobile App
6
Mobile App: Loan/Credit Card Balances are incorrectly calculated in Accounts Overview
Mobile App
37
Balance History (Net Worth Tracker data) endpoint
Developer API
39
Import Net Worth from mint
CSV Importing
30
Rules Endpoints
Developer API
176
Mark a recurring item as "not expected" for current month
Recurring Items
102
Use rules to auto-create transactions
Rules
49
Set an "anticipated" amount for pending transactions
Transactions
In Progress
2
Create Tags Endpoint
Developer API
4
Allow partial transaction insertions (or upserts)
Developer API
6
Expose API for the v2 Budget feature
Developer API
28
Improve page load time and app speed
Budget
47
Ability to hide zero dollar budget categories
Budget
21
Delete transaction endpoint
Developer API
10
Improve error messaging in API
Developer API
81
Set a recurring budget
Budget
283
Zero-based budgeting
Budget
36
OpenAPI Spec
Developer API
164
Wealthsimple
Institution Status & Requests
Complete
1
Deleting split transaction via side panel should prompt unsplitting
Bugs
2
Improve placement and display of 'Fix Dates' pop-up
Bugs
11
Improve period picker dropdown to make it clear you can scroll
Bugs
9
Newly split transactions not treated as split transactions until refresh
Bugs
12
Sorting Transactions by notes leaves a blank screen
Bugs
6
Austrian banks - Austria
Institution Status & Requests
3
Finnish banks - Finland
Institution Status & Requests
3
Estonian banks - Estonia
Institution Status & Requests
2
Lithuanian banks - Lithuania
Institution Status & Requests
11
Allow adding icons to categories
Transactions
2
Recognize non-English month names during CSV/PDF import
CSV Importing
205
Native mobile app
General Feature Request
9
Set month budget box doesn't reflect active view
Bugs
21
Mobile Friendly Budget View
Budget
23
Total Variance vs. Budget
Budget
4
Budget 3 Month Average Calculated Incorrectly
Bugs
3
Negative budget can't be set with empty sub-categories
Bugs
2
Expand panel button misplaced on Budget page
Bugs
1
Budget is counting a recurring item credit as an expense
Bugs
0
Overview page says "for this month" instead of "for this period"
Bugs
1
Positive sign changes to negative when typing zero in amount field
Bugs
15
Pad budget tooltip shows incorrect expected amount for non-monthly recurring items
Bugs
9
Sum Budget and Actual Totals
Budget
6
Fixed Budget Line Total
Budget
2
Beta: Add One Click Budget Setting to Set to Actual Spend
Budget
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