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.
Can we get Sankey Diagram style reporting feature similar to how other apps do it? automatically categorize manual transactions based on merchant like is already done for automated transactions. 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 $ Currently discretionary spending is above mandatory. I’d like to be able to organize by priority of expense, from top to bottom 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. 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) 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 […]
Sankey style reporting
Automatic categorization of manual transactions
Pie chart view of net worth
Rearrange order of expenses (or income)
Exclude transfers from net worth
Ability to manually refresh individual accounts to get latest updates
Filter for tagged/untagged
Net spending each month
Icons for spending categories
Top Requests