Feature Requests
We’re in the process of migrating our previous features requests to this new area of the website. There may be existing requests that are not yet listed below, and we thank you for your patience during the migration.
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. On the report tab, we click on the subcategory and it returns all transactions under that category. From there, we can select each transaction and edit it. It would be nice to add the select/edit multiple transaction feature from the transaction tab to the report tab. 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 […] 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 […] It would be amazing to track recurring transactions to see “free to spend” before one’s next payday 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 […] The major grocery chain HEB in Texas uses Imprint for their credit card. I would love it if that company could be an option for account connections
Hide/Delete Transaction Categories
Trends Over Time, By Merchant and By Category
Undo a rule
View tags and from transaction list
Report Tab: Select and edit multiple transactions like we can from transaction tab
CSV export: Account Name should reflect the custom Account name, not default account named by the bank
Have the ability to change a budget category from a discretionary to mandatory expense (and vice-versa)
Payday Budgeting
Identify Potential for Credit Card Usage
Connection to Imprint bank
Top Requests