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”

From a user: Account(s) Net Balance Widget – The ability to check account balances without needing to open the app and login was awesome (Mint). There were many people were looking for similar widget functionality (account balances, transactions list, budgets, etc.) when migrating from Mint and I think it would be a welcomed addition :D! 

Could the apply all transactions rule be able to apply to only transaction from a date/transaction onward?

From a user: When I label expenses or income as reimbursement, flag it to map to its income or expense, respectively. For example, I go on a work trip and have a hotel ($100), a meal ($20), and an Uber ride ($30). I label the expenses as reimbursement and I’m triggered to map them to […]

Savings are a planned expense in my budget that are assigned to different pots on payday, not just one lump sum that’s left over at the end of the month. I want to be able to add categories under Savings in my budget.

Perhaps with custom grouping like retirement account label that user can add their accounts for ira/401k. So default pie chart can show these groupings instead of just individual accounts until that grouping is clicked. Have pie show % and $

A horizontal line indicating the average over time would be helpful when establishing/adjusting budgets. Even better if the time period can be manipulated with a simple drop down menu or something: “average over x months” where x is a variable that can be easily changed by the user.

Currently discretionary spending is above mandatory. I’d like to be able to organize by priority of expense, from top to bottom

Please allow more control over our rules/filters. The current system is almost insulting with how basic it is. If I change a transaction category, it asks if I want to create a rule and apply to all transactions. There is no option to edit the rule, just a Yes or No style prompt. Clicking yes […]

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

Whenever there’s a transfer between accounts, this may cause a spike in net worth temporarily. Although corrected once the balance settles in the new account, this disrupts tracking of net worth over time.

When a user exports transactions, allow the user the option to filter “all transactions” or “current filter” (i.e., the filter that they are currently viewing on their device)

Surface a widget with a list of accounts and their values on the home page. 

Consistently have to reauthorize connection to Amex account to update balance almost daily

Official comment: We wish this was always available! Most institutions limit the frequency of data updates that are available outside their own native online experiences. We do fetch data multiple times a day from the bank but are limited to how frequently the bank itself makes the updated data available.

Be able to filter for transactions that aren’t tagged (e.g., in cases where you want to review new transactions, so you can filter by transactions that aren’t tagged yet)

Be able to edit pending transactions instead of having to wait for them to settle and then edit them

I just want to see my net spending each month (income – expenses) and see a bar chart of the last 6 months.  This was the most useful data for me in Mint and I’d like to have that back.  Thanks.

support showing icons for each transaction based on spending category (vs vendor). For instance, for the gift spending category, display a gift box next to transactions with spending category of gift. For public transportation related transactions, they show an icon that looks like a car or train. This type of feature should also add support […]

Add a feature to be able to track a refund, to let you know when / if you have been refunded.

Some of the accounts I use, and I see people talk about in the subreddit, need pin authentication every time. So every time I open the app, and random times during the day, I get an email from my bank sending me an email with a pin, probably because Piere tried to update the account. […]

Allow users to opt-in to MFA upon each login, for added security.

Make each budget category progress tracking line different color for easier viewing and use the same colors when making a doughnut budget chart.

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.

Official dark mode UI for iOS and Android.

Allow the ability to hide or delete transaction categories from the “categorize transactions” popup, to make it easier to find the categories in use. 

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). […]

Being able to undo a rule is needed. I now have certain transactions that are being auto-hid and can’t find them to add to a paid bill under Budgets. Now it looks like I’ve missed payments, but my actual bank account website shows the payment. Thanks!

It would be great if transaction tags would show under the transaction list so you could bulk edit and see which transactions already had which tags.