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!
3
votes
Filter or exclude categories and tags from reports
It would be useful to be able to exclude specific categories or tags from reports. For example, a user might want to create a report showing only discretionary spending by hiding a “Bills” category, or exclude transactions tagged as “travel” (funded from sinking funds) to get a cleaner view of their regular monthly budget. This could work as an exclude/include filter when building or viewing a report.
Top Requests
- Budget for Parent Categories instead of Sub-Categories 229 Votes
- Set account as Closed 193 Votes
- difference in amount between pending and confirmed transaction 177 Votes
- Multi Currency 161 Votes
- Upcoming bill amounts and due dates for linked credit accounts 114 Votes