Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
1
vote
Connect accounts via routing and account number (for unsupported institutions)
Some banks and financial services (e.g. CashApp, certain payroll providers) are not currently supported through Plaid or MX. Users would like the ability to connect their accounts by entering their routing and account numbers directly, so they can track deposits and transactions from these institutions without relying on an automated connection. This would be especially useful for users whose payroll direct deposits go through services that aren’t available via the standard connection flow.
Top Requests
- Budget for Parent Categories instead of Sub-Categories 226 Votes
- Set account as Closed 188 Votes
- difference in amount between pending and confirmed transaction 175 Votes
- Multi Currency 158 Votes
- Upcoming bill amounts and due dates for linked credit accounts 112 Votes