I often want a quick look at how I'm doing throughout the months. Currently on the monthly budget screen the month has to be selected from a drop-down. Would be nice to be able to swipe the screen right or left to flip through the months.

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 […]

For example – "toys" falls under the childcare category, which is a mandatory expense in the budget. However, it would be beneficial to be able to categorize "toys" as a discretionary expense instead. There are several other budget categories that would be nice to move from discretionary to mandatory/vice-versa, so ideally it would be awesome […]

Adding a way to connect federal student loans (e.g. GRADPlus loans, Stafford loans; mine are managed through Aidvantage specifically) and track repayment progress

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 […]

The ability to change the app icon. Different colors and/or designs. Ability to follow phone system light/dark mode

Pull amount due and pay by date from credit card accounts

Creating a manual budget with the ability to change dollar amounts and any time, good for tracking credit card paymens due and other bills directly coming out of your checking account so you can track payments due and cash flow

zillow or red fin integration to be able to track real estate value in net worth

There needs to be a feature to allow transactions to be automatically hidden from budget if a certain tag is applied (based on user's setting of said tag). This was a very basic feature from Mint even during Mint's early days (i.e. we all have a ton of transactions that shouldn't apply to our budget, […]

As a user I would like to create my own categories and be able to add sub-categories to it and move sub-categories to other categories.

It would be a great feature to alert if the amount changes when a pending transaction posts. e.g. there is a pending transaction of $20. When it post the transaction posts as $25. So there should be an alert that the amount of that transaction changed. This will helpful to make sure the final transaction posted […]

When I earn more than I budgeted for, the bar at the top should be green. Yes, I’m “over” budget, but in a positive way.

The list of institutions currently does not appear to have any reason for the display order. Would be nice to have an option to sort the institutions alphabetically.

instead of last 30 days spending, “this month” time frame is more useful for a quick look in the home screen for the report card. This month = 1st day of the month ~ today can we change the default time frame to “this month”？ or enable us to set preferred time time frame will […]

Currently, under budget we just have income – expenses = “savings” but income and expenses both have categories while “savings” do not. I want the ability to add transactions such as moving money into brokerage account or savings account under “savings”

PROBLEM: When depositing cash from my Cash Wallet account to my bank account, I must manually create two separate transactions to maintain accurate balances: 1. The bank deposit (auto-imported, categorized as "Cash Spending Transfer") 2. A manual expense in Cash Wallet to reduce the cash balance by the same amount This creates duplicate work and clutters transaction history with […]

I like how the budgeting window is so far, but to make it MUCH more usable, please consider updating the style to Mint. I loved how easy it was to set up the budget and ESPECIALLY the cash flow per month. Although I like the pie chart for spending, I feel like a great addition […]

I purchase a gift card for $200 as the main transaction. Of course, I won't use this gift card all at once, so I use split transaction every time I make a purchase with this gift card. Every time I split the transaction, the "main" transaction where it deduct the balance from is random Example Day 1 Transaction […]

Essentially something similar to wealthfront’s retirement tracker that can help user estimate whether they are on track to retire by a certain age the user desires. This can be based on current trends/budgets and what the user expects to spend per month in retirement. Unlike wealthfront, user should be able to determine which accounts are […]

I wish there was a way to make a simpler budget. I have previously used the 50/30/20 budgeting method and wish there was a way for me to continue using it on this app

From a user: I would like to have an indicator if there is a tag and what tag a transaction has.  I.E. Color-coded dots, so you don’t have to open each transaction.

create savings buckets (for example, vacation) and track contributions to a savings account that are earmarked for those savings goals

As a user I would like to be able to view trends and compare them to similar time scales. Viewable as bar graphs and when clicking on a single bar it should show one level lower.  Over time: Shows general dollar amounts split by the next smallest time denomination (This Month shows spending each day). […]

I just downloaded all my transactions into a CSV file. Column I "Account Name" seems to be the Default Account name provided by the Bank. I am requesting we add a column called Custom Account Name For example, I have 2 Capital One Savings account. Transactions from both account number Column I shows "360 Performance […]

Using the credit card transactions, create an opt in way for users to analyze their spending by credit card to see if they are maximizing the points they are earning. Is there a credit card that would help them earn more points? (For example, maybe they are using the Costco Visa card on rent when […]

When I rename a transaction and choose ‘Apply to all’, it would be helpful if future transactions with the same name were also renamed.

I’ve seen many rule related requests on the feature board. Can we please have the option to disable the Rule prompt when changing a txn category? It is incredibly annoying to keep discarding that pop up every time. Or worrying about accidentally tapping on “apply to all”.

I would like to have API access that customers can use to pull their own data. Piere does all the hard work of connecting to all my various accounts and pulling transactions into one place. It would be nice to use an API to get this info for use with automations, tying into third-party services, […]

Be able to save custom account and/or date filters for net worth under favorites.