Transactions

For example, I would like to be able to click a transaction's "category" field and search for all transactions in the same category. Similarly, I would like to be able to click a transaction's "account" field and search for all transactions in the same account. The links could be little icons next to the text, to continue to allow edits on click.

This would allow for quickly filtering transactions by a specific account.

Create cash flow forecasting feature to know how much money you may have on a given day in the future based on recurring items and set budgets

I thought this used to be an option, but recently when I tried to group a payment from my partner (for a bill that we split) with a recurring item (the bill paid in full from my account), it would not allow me to group the items together. Would be great if we could do this so it shows the accurate amount I personally paid on my Recurring list and on my calendar, rather than the full amount (which has been partially reimbursed in a separate transaction).

Sometimes some of my transactions from my bank are not imported properly, for whatever reason. This puts the balance out of whack. I need to be able to reconcile this balance instead of haphazardly updating it -- need to figure out which transactions were imported and which were not. This is a very tedious process right now :(

This would enable one to quickly take a look at all recurring items, like subscriptions, etc, in order to find subscriptions to cancel and ways to save

Similar to the investment transactions request. It's currently not possible to track interactions between managed crypto wallets (ex. Coinbase) and my bank accounts. This also would allow importing my wallets that currently have a balance of 0 since those seem to be filtered out (presumably to avoid account spam when Coinbase adds its new currency every few months).

It would be great to have all amounts shown in your primary currency and have optional columns for the exchange rate and original currency used. This is useful especially when downloading to csv file and are needing to total (work within) your primary currency.

Right now if you transfer money from one account to another, it groups the transactions and shows the amount as 0. Transfers should display the total amount transferred so that anyone can look at the transactions page and know what's going on, without clicking on a transaction to see the amount transferred.

Sometimes there is a need to add, subtract or calculate a percentage of a given amount. Would be nice to be able to do so directly in the amount field. This is particularly useful when adding transactions manually, but also for editing existing.