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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: Sync and manage date format preferences

Mobile App: Credits and debits should display based on user preference

Fix Dates doesn't work with lowercase characters

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

In Progress

Mobile App: VES, XAG, XAU currencies missing in dropdowns

Mobile App: Keypad blocks save button for budgeted amounts (iOS)

Show Transaction's Custom Metadata

Mobile App: iOS Widgets invisible with Liquid Glass transparency

Mobile App: Archived categories display incorrectly

Mobile App: Est. Net Worth incorrectly includes deleted account balances

Mobile App: Payee filtering fails with apostrophes (iOS)

New transactions disappear when added in filtered view

Authentication via API (OAuth)

Mobile App: Trailing whitespace prevents category and tag search matches

Budget Period Selection for Home Tab

/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

Review icon unresponsive when auto-review triggers after category update

De-emphasize “Create Group Transaction” in Bulk-Edit panel

New category not applied when created during bulk edit

CSV upload fails if date in first column uses DD.MM.YYYY format

Setup flow not fully optimized for dark mode

Maintain category order when adding preset categories

Splitting/saving transaction when using filter causes transaction to disappear

Support formatted amount columns in CSV import

Improve wording for "Delete this budget" button and confirmation dialog

General Feature Request

Access token labels are hard to read in dark mode

Bulk delete categories

Categories, Tags

Use file name instead of object name for downloaded attachments

Expose ID In "Edit Category"

Categories, Tags

Bank Millennium - Poland

Institution Status & Requests

Update the way removed synced transactions are handled

Currency change not recorded in Transaction Change History if amount is unchanged

Use current year by default if no year is provided

Filter transactions by currency

Default new transaction currency per bank account

Overview "Hide projected spending" does not work with "Show category groups"

"Next" button grayed out in bank syncing support dialog

Use user-defined category order for Query Tool visualizations

Deduplication tool doesn't have a 'Cancel' button

Keep data flow doesn't create manual account if display name already in use

"This budgeting period" filter doesn't work for past and future periods

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