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Recurring Items

Net Worth, Stats, Trends

Categories, Tags

Accounts, Assets

General Feature Request

Getting Started

Institution Status & Requests

Planned

Mobile App: Empty colored bars in Budget Breakdown

Update the way removed synced transactions are handled

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

Create rule based on Plaid metadata

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

Mobile App: Offline entry

Mobile App: Support for attachments

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

Balance History (Net Worth Tracker data) endpoint

Import Net Worth data (i.e. 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

Created At + Updated At

Create Tags Endpoint

Allow partial transaction insertions (or upserts)

Expose API for the v2 Budget feature

Improve page load time and app speed

Ability to hide zero dollar budget categories

Delete transaction endpoint

Improve error messaging in API

Set a recurring budget

Zero-based budgeting

Institution Status & Requests

Complete

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

Allow per-budget Email Notification settings

General Feature Request

Recurring income displays with the wrong notation

Mobile App: Remove "Split transaction" button from pending transactions

Mobile App: Transaction filters are cleared after editing transactions

Mobile App: Error when switching budgeting accounts

Import/Export for Categories (separate from transactions)

Categories, Tags

Transaction Details panel doesn't close when clicking away

Limit Cash Management accounts to a single endpoint

Mobile App: Support email link not clickable on Android

Mobile App: Add ability to split transactions

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