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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

In Progress

Amount currency in 'End Trial' dialog incorrectly displays as USD

Grouped and split transaction tooltip doesn't respect amount type display preference

View transactions (pop-up) in Query Tool refreshes page when sorting

Budget breakdown tooltip shows USD symbol instead of primary currency

Display name change not saving for synced crypto accounts

Balance History (Net Worth Tracker data) endpoint

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

Mobile App: Better distinguish subcategories on Budget view

Mobile App: Filter for uncategorized transactions from Home tab

Mobile App: Support "Cash transaction" in Accounts

Mobile App: View Plaid Metadata

Mobile App: Default Home tab to last period viewed

Mobile App: Add Calendar View

Mobile App: Separate budgets you own and budgets you collaborate on

Mobile App: Add progress bars to subcategories in Spending Breakdown

Categories and sub categories and not distinctively visible in the app

Remove vibrations in the mobile app

Mobile App: Edit transaction screen overlayed by Android status bar

New transaction updates don't reflect in CSV export until refresh

Updates to category 'archived on' date not saved

Manual account not created when opting to keep data

Historical balances don't transfer to new manually-managed account

Add zaps for Zapier automation

Mobile App: Privacy blur overlay persists after returning to app (iOS)

Add support for attachments when creating transactions

Mobile App: Save button grayed out after adding attachment

Mobile App: Improve speed and performance for transaction updates

Mobile App: Save last expand/collapse setting on Home tab

Pacific Northwest Ironworkers Federal Credit Union - United States

Institution Status & Requests

Create Category from Category Group

Categories, Tags

Amount left to split color is hard to read

Show Net Worth history by year or add date range filter

Net Worth, Stats, Trends

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