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

1 vote 0 comments

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

Auto apply debt snowball payment amount to next debt

Natalie Broadway July 10, 2026 16:28

1 vote 0 comments

Filtering transactions by account

Jeff Webb July 09, 2026 20:26

0 votes 1 comment

Fast Track with Multiple Suggested Options

Jason Boring July 09, 2026 15:54

0 votes 0 comments

Add Tags to Transactions

Travis House July 09, 2026 02:19

0 votes 0 comments

Search past transactions generally in mobile app

Kimberly Brown July 01, 2026 15:49

1 vote 4 comments

Hiding entries without deleting

Mary Yukus June 22, 2026 13:25

0 votes 0 comments

Add account balancer to desktop version

Rachel Wapinsky June 01, 2026 22:05

0 votes 0 comments

Remove trailing whitesapce in field where expense was made

Jarvis Family May 24, 2026 22:07

0 votes 0 comments

Add Reconciled checkbox to Expenses for validating/syncing bank statement and budget

Jarvis Family May 24, 2026 21:53

1 vote 0 comments

Allow to Change Transactions Reminder Day and Time

Jarvis Family May 24, 2026 21:41

0 votes 0 comments

Bank Account Connection Notifications

Shelley Hunt May 17, 2026 21:46

0 votes 0 comments

Manually Upload Transactions via transactions file

B Stone May 08, 2026 03:38 Edited

0 votes 0 comments

Upcoming Credit Card Statement Balance Tracker

Nabeel Badawi May 04, 2026 07:12

0 votes 1 comment

HSA Tracker (Additional Details Below)

Austin Dempsey April 30, 2026 23:29

0 votes 0 comments

Fast Tracking: Assign Transaction Budget Item based on Custom Transaction Rules

David Milling April 29, 2026 01:13

1 vote 1 comment

Merge manually added transaction with bank transaction

Ted Moroz April 22, 2026 22:19

0 votes 2 comments

Transactions: Take Photo or Upload Receipts

Robert Thurman April 18, 2026 17:23

3 votes 5 comments

Multi-Account Transfers & Improved Transfer Handling

Virginia Kozak April 15, 2026 08:10

7 votes 7 comments

Transactions: Transfers Between Accounts Should Not Show as Expenses

Amma Lartey April 04, 2026 06:33

7 votes 8 comments

Transactions: Permanently Disable 'Different Month' Warning

Josh Severs April 01, 2026 19:46

0 votes 0 comments