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Recurring Items

Net Worth, Stats, Trends

Categories, Tags

Accounts, Assets

General Feature Request

Getting Started

Institution Status & Requests

Planned

Update the way removed synced transactions are handled

Mobile App: Offline entry

Mobile App: Support for attachments

Mobile App: Improve new transaction experience

Balance History (Net Worth Tracker data) endpoint

In Progress

Mobile App: Trigger refresh and resync for synced bank accounts

Mobile App: Support for managing categories

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

Mobile App: New transactions don't trigger rules

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

Mobile App: Empty colored bars in Budget Breakdown

Mobile App: Can’t change amount type or currency for synced transactions

Category Selection Incorrectly Matches Substring Instead of Exact Match

Categories, Tags

Improve page load time and app speed

Ability to hide zero dollar budget categories

Set a recurring budget

Zero-based budgeting

Institution Status & Requests

Complete

Shading the rows/columns

Implement pure envelope based budgeting instead of "zero based" budgeting

Allow to dynamically show a subcategory heading rather than just inherit

Account names in CSV export don't match account names in LM

Add column for category group in CSV export

Add create date/time to transaction export

Amounts under 'Choose your plan' section on Billing page incorrectly display in USD

Linked Roles don't show up in Discord

Lock Closed Month

Average in CSV exported from Analyze page differs from table view

Incorrect tooltip text for Calendar display options

Autocategorization displays "undefined" once parent category is set

Rules table column headers are cut off

Excel does not like emojis in exported transactions.

Toggle hard to see on "Match CSV columns" step in dark mode

Missing spaces in tooltip under Overview breakdown options

Incorrect tooltip text in CSV upload dialog

API returns null for notes on transactions linked to suggested recurring items

Incorrect account balance updates after CSV / PDF import

General search ignores Notes field of suggested recurring transactions

"Select all" checkbox is applied to non-visible items

User-defined account type and subtype should be prioritized over Plaid's

Bulk edit to unlink all recurring doesn't work

Tags added when splitting or by rule don't appear until page refresh

Clearing a Transactions page filter doesn't reset the list back to all transactions for the current month

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