I'd like to be able to enter my monthly income on the budgets page and then see how much is left over after my determined budgets. For example, if I say my monthly income is $2000 as my income then put a grocery budget of $500, I want to see that I have $1500 unbudgeted.

Ability to Tag and Categorize Split Transactions....

Have a section for Reporting, Save Reports as Templates,etc. Be able to run reports by category, account, tags, etc.

There should be an option that all the budgets for each sub-category will be added together to create the budget for the parent category. This can be overridden.

In the "Sorting Zone" it'd be handy if I could undo a sort and try it again.

Right now when I transfer money from one account to another, even within the same bank the transaction is showing up as income. This isn't very useful.

I want to see a graph of what I'm spending on a category over time. For example to see if I'm spending less or more on fast food week to week.

I have multiple accounts in multiple currencies, and I can't find a way to view all my accounts in one place. It seems I have to make a new subscription for every currency.

The /budgets screen should show me total amount spent, I can't find that information without breaking out a calculator.

I want to make sure none of my work on this app gets lost. To this end, It'd be nice if we could see further back. Possibly a year, especially since you can set budgets yearly.

ability to download old budgets (and possibly which transactions were categorized into them) possibly in csv, excel format.

Mobile app so I can enter expenses from my phone and match them up later with transactions retrieved from bank

On the Dashboard. Allow changing "Expenses by Category" to 'Net Worth"

Net Worth is more important to me.

Ignore individual accounts from bank refresh. Some bank accounts are grouped by the bank, which count as duplicate in Everwealth.

Provide the option for custom time periods in the insights section. This would make it easier to view your expenses over a specific time period rather than just the set dropdown options which aren't always useful.

The "Banks", "Recent Transactions", "Budgets", and other tiles on the dashboard are permanently placed. It would be helpful to be able to rearrange and/or hide these to create a custom dashboard.

When sorting items, I often find myself changing rules to fit transactions, rather than sorting transactions with new rules. This process is not convenient, as there is no easy way of updating rules from the sort page (I did this using two tabs up at the same time).

It would be nice to be able to modify existing sorting rules at sort time. Similar to how we can create rules from transactions, it would be nice to add the criteria from an existing rule.

The ability to apply regular expressions for description matching could be handy. For example, "TRANSFER FROM [a-z]* SAVINGS" could match with "TRANSFER FROM ABC SAVINGS" or "TRANSFER FROM MYBANK SAVINGS." Perhaps a more intuitive, user friendly syntax could be used.