Could YTD be added to the net worth graph?

When setting budget, I would like the option to opt into which categories to track instead of tracking all 500 sub-categories. I only want to track my spending for 3 main categories since they consume the most spend. I don’t care about the remaining small dollar categories (ex public transit budget varies from 10-20). So […]

When filtering in the reporting tab I would like the filters to stay when navigating between tabs and back to reporting. Also it would be nice to see the same filter applied to the widget on the home page. For example I would like my reports to show MTD by default always instead of previous […]

a button to be able to refresh any account or all accounts at any time

I saw a previous thread explaining why you can't modify the category on a pending transaction which makes sense. But since the pending transaction auto categorizes itself sometimes to the wrong category, you get email notifications about budget overages and also when you check your budget (ie. "What do I have left in my food […]

Have notifications trigger only when a transaction triggers it. NOT every day that a budget is over. For example, if my rent is due on the 1st. I'll get an email every single day telling me I'm more than 80% to my budget for rent. Multiply that by all your budget lines then by end of […]

So I renamed a subcategory from OLDNAME to NEWNAME. It seems that any rules set to categorize the transaction to the OLDNAME remains at the OLDNAME instead of updating to the NEWNAME. It would be nice to have the rule to automatically update with the renamed change. I am sure this would be easier once […]

The app is very clunky and the website is clearly a ways off. The "edit all" feature only does so much. A data loader – allowing us to load the CSVs from our accounts to build a history, or manage large edits.

Often I will go to modify a transaction after I make it while it is still pending, but I am unable to edit it (because it is pending). By the time it posts, I have forgotten about it. This negatively affects the precision of my monthly and yearly historical budgets. I understand there would need […]

Many my Fidelity Investments transactions, just say "Fidelity" or "Charles Schwab". I have to open it to see the description (e.g. "You BOUGHT XXX" "You SOLD XXX". be nice to have a more descriptive title for us to scan through without the need to open the full transaction detail