Search

Boards

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

Set budget automatically for some categories

Improve page load time and app speed

Notes for budgets

Ability to hide zero dollar budget categories

Delete transaction endpoint

Improve error messaging in API

A single click way to "accept" all suggested budgets

Separate Rollover from Fixed Budget

Set a recurring budget

Set a budget for a year

Zero-based budgeting

Institution Status & Requests

Complete

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

Show amount of unallocated income

Sum group total

Total for budget

Budget - collapse/expand groups

Custom budget periods

Mobile App: Increase the size of the touch target for unreviewed/reviewed checkbox in Transactions

Mobile App: v2 category group level budgets not supported

Mobile App: Support v2 budget experience

v2: Month summary percentage calculated incorrectly

"This is not a recurring item" button triggers endless loading state

v2: Allow moving money to "Left to budget" even when it's balanced

Deleted budget accounts remain after deletion

v2: Can't set budget values ending in zero after a period

Incorrect decimal point notation for Serbian currency (RSD)

General Feature Request

Error enabling 2FA with Authenticator App

Mobile App: Display issues with text and UI elements

Error when deleting categories

Powered by Canny