Insights & Reporting

Add a field for the transaction "Note" in the monthly cvs file download Pinned Completed

Jan Vanderbliek May 10, 2026 21:18

0 votes 1 comment

Include Account Info on Transaction CSV download Pinned Completed

Charles and Hope Messmore May 07, 2026 00:51

0 votes 1 comment

CSV Export Budget Totals - not transactions Pinned Completed

Malin Hall May 05, 2026 14:41

3 votes 2 comments

Insights: Adding a column to CSV export Pinned Completed

Emiliano Soto March 11, 2026 14:50

0 votes 4 comments

Suggestion for improving charts & graphs with Sankey

Mark Rieser July 14, 2026 17:16

0 votes 0 comments

Insights & Transactions: See List of Transactions Tracked to Specific Categories

Becca Hanson July 08, 2026 17:51

2 votes 1 comment

Insights: Add the ability to analyze/compare prior years

Tyrone Ellis July 08, 2026 15:16

1 vote 1 comment

Free Version Total Net Worth

Jarvis Family May 24, 2026 21:57

1 vote 0 comments

Projected Savings Rate

Allyssa Breuwet May 13, 2026 15:31

1 vote 0 comments

Enhance CSV Exports / Allows User to Select Fields to Include in CVS Export

Tyler Brown May 03, 2026 18:05

1 vote 0 comments

Budget vs Spent in a Graph or pulling the budget for that item into the CSV download.

Dylan Pendergast May 01, 2026 03:31

2 votes 0 comments

Insights: Be able to see Total Income and Total Income per Income Line Item trends

Amy Landes April 26, 2026 13:01

4 votes 0 comments

Insights Expenses Should Account for Refunds

Samuel Grimes April 24, 2026 16:11

0 votes 0 comments

Insights: Average for Last Year and this Year.

Michael Caruso March 19, 2026 15:07

1 vote 0 comments

Insights: Download one CSV file with all 12 month data

koleen biegacki March 17, 2026 11:51

3 votes 2 comments

Insights: Add a Net Worth Graph to Insights

Bradley Lipson February 28, 2026 05:39

4 votes 1 comment