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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: Add progress bars to subcategories in Spending Breakdown

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

Mobile App: Add a Create a Transfer option

Improve error text when amount field is empty

Clicking "Add" if transaction amount field is empty throws an error and spins endlessly

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

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: Budget periods off-by-one in Android app

Mobile App: Incorrect decimal point notation for some currencies

Mobile App: Income doesn't load in the Period Summary

Mobile App: Add 'Uncategorized' as a filter option

When app has enabled app lock blur app from App Switcher

Mobile App: Set focus to AMOUNT field while adding a transaction

Mobile App: Add grayed out text (ie. 0.00) in amount field

Mobile App: Biometric Authentication bypassed via multitask view

Mobile App: Increase padding for expand/collapse button on Home tab

Mobile App: List accounts alphabetically in drop-down

Mobile App: "Do not track transactions" not respected

Show Monthly Budgeted Amount

Mobile App: Empty colored bars in Budget Breakdown

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

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

Mobile App: New transactions don't trigger rules

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

Mobile App: Trigger refresh and resync for synced bank accounts

Mobile App: Support for managing categories

Allowing editing and removing tags directly in Transactions table

Transaction date field shouldn't automatically save when typing

View Transactions popup for unassigned tags displays incorrectly

Newly-added transactions don't show up when filtering by tags

Show archived tags toggle doesn't work as expected

Archived tags to be displayed separately from active tags

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