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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: Trailing whitespace prevents category and tag search matches

Mobile App: Default currency should be automatically set as the primary currency

Update the way removed synced transactions are handled

In Progress

/recurring_items API returns empty results with mid-month start_date

Mobile App: Hide sub-categories with no activity (but > 0 budget)

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

Zero-based budgeting

Institution Status & Requests

Complete

Created At + Updated At

Pending transactions filter does not work

Account metadata hash

Special Characters in names aren't handled well by some APIs

Cannot create a closed asset

apply_rule=true query parameter not working on POST /transactions endpoint

Define external ID for assets/accounts

Improve error messaging in API

Expose API for the v2 Budget feature

Allow partial transaction insertions (or upserts)

Add last_updated_after Filter to Transactions API

Create Tags Endpoint

Older transactions not being returned from API V2

Delete transaction endpoint

v2 Update Transactions validation error

Mobile App: Widget for recent transactions

Mobile App: Widget for quick access from Home/Lock Screen

Mobile App: Widget for Est. Net Worth

Changing date range on Trends page redirects to Stats page

Rule created without amount comparator when merging suggested recurring

Mobile App: Increase Notes field height

Mobile App: Display credit amounts in green regardless of category

"Last day of month" custom budget excludes EOM transactions from totals

'Add to account' dropdown shows "null" if account has no display name

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