It would be amazing if the CSV transaction export included information on whether each transaction is pending. Or alternatively maybe allow filter including/excluding pending transactions in the reports section.

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 […]

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.

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

Pull amount due and pay by date from credit card accounts

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”

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 […]

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