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!
Warn users about potential data loss before migrating connections between providers
When migrating a bank connection from one data provider to another (e.g., MX to Plaid), users may lose custom transaction categorizations, notes, and tags they have applied over time. Currently, the migration wizard does not warn users about this possibility, nor does it offer any way to back up or export their customized transaction data before proceeding.
This feature request asks for:
1. A clear warning step in the migration flow explaining that user-applied categorizations and notes may not carry over to the new connection.
2. An option to export or back up transaction data (including custom categories and notes) before completing the migration.
This would allow users to make an informed decision before migrating and preserve years of financial record-keeping that they have built up in the app.
Top Requests
- Budget for Parent Categories instead of Sub-Categories 230 Votes
- Set account as Closed 194 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