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!
0
votes
Mark accounts as closed / archived
When a loan or account (e.g., a mortgage that has been sold or paid off) is no longer active, there is currently no way to mark it as closed or archive it. These accounts continue to appear as disconnected in the institutions list, creating clutter and confusion.
It would be helpful to have the ability to mark an account as “closed” or “archived” so it no longer appears in the active connections list or triggers disconnected warnings, while still preserving its historical transaction data for reference. This is especially useful for users who have had mortgages sold multiple times and end up with several inactive, disconnected loan accounts.
Top Requests
- Budget for Parent Categories instead of Sub-Categories 228 Votes
- Set account as Closed 190 Votes
- difference in amount between pending and confirmed transaction 176 Votes
- Multi Currency 159 Votes
- Upcoming bill amounts and due dates for linked credit accounts 114 Votes