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
Manual refresh/sync button on the Net Worth screen
Currently, to manually trigger a connection sync, users need to navigate away from the Net Worth screen to the Institutions section. It would be more convenient to have a way to force a connection refresh directly from the Net Worth screen – for example, a refresh or sync button accessible without leaving that view. This would make it faster to confirm balances are up to date while reviewing net worth.
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