Accounts & Transactions

Bulk Transaction Import via CSV/Excel

Sarah Thibodeau August 15, 2026 15:08

0 votes 0 comments

Include the check number in transactions CSV download

Tod Johnson August 13, 2026 04:40

1 vote 0 comments

Transactions: Optionally default "More Options" to open

Tod Johnson August 01, 2026 23:31

1 vote 0 comments

Edit Nickname for connected accounts

Tod Johnson August 01, 2026 15:05 Edited

1 vote 0 comments

Duplicate an existing transaction

Tod Johnson August 01, 2026 15:12 Edited

1 vote 0 comments

Transactions: Add latest transaction to the data displayed when clicking on a budget expense item

Tod Johnson August 01, 2026 15:13 Edited

1 vote 0 comments

Transactions: Add Expense/Income: Drop down and auto complete for "Where did you spend this money?"

Tod Johnson August 01, 2026 15:14 Edited

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Selectable transaction list order: As now (Date then alphabetical), Order tracked

Tod Johnson August 01, 2026 14:15

1 vote 0 comments

All transactions lists should display the account name

Tod Johnson August 01, 2026 15:08 Edited

1 vote 0 comments

Always assign transactions to the budget month that matches the transaction date

Susan Perry July 21, 2026 00:31

0 votes 1 comment