Feature Requests

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  1. Regular Expressions for Description Matching in Sorting Rules

    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.

    4 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Fixed Costs to Factor into Budget

      Currently, the budget system is well suited for variable cost spending. The progress bars show spending over the specified budget period, which is good for expenses stretched out over time.

      However, this doesn't lend itself well to fixed costs that affect our budgets. Expenses that are incurred regularly, but at a single time (like rent and the internet bill) don't quite fit this model.

      You can put in a budget that fits exactly the fixed cost, but that isn't conceptually the same. Rather, fixed costs ultimately help determine our variable spending, so I think it is important to differentiate these.

      3 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Rearrange tiles on the dashboard

        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.

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Notes / Attachments for a transactions

          Allow notes on a transactions that are free text. I use these as a reminder on what I bought on that occasion.

          Another helpful addition would be to allow attachments such as images or PDF to a transaction.

          4 votes
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            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Have Payee Field

            Ability to have "Payee" which can be used for reporting.

            1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow sorting rules for tags excluding category

              Allow for sorting rules to apply tags without applying a category.

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Make Categories Easier to Work With

                Put most used categories at the top of category list automatically

                8 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Implement multi-factor authentication

                  I would like to have multi-factor authentication turned on for my account.

                  Google Authenticator app is fine, maybe support SMS if you got really excited.

                  10 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 4 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Setup Alerts to avoid Low Value Messaging

                      When Alerts go off they should work on a less than rather than a less than or equals basis.

                      So I got
                      - The available balance of account X has fallen below $100.00 to $100.00
                      - - Your budget 'Home/Mortgage' is now off track. You have overspent by $0.00.

                      These don't add any value

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Budget Left

                        So we set up a food budget for the month. It would be cool to be able to get periodic reminders of how much budget remains (also some warning based on when the account was last updated with the bank)

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • New Alert for Due Bills

                          So we have to pay a bunch of bills monthly. Set date every month. What would be cool is to be able to set the due date in and then if the bill has NOT been paid (categorised) by the due date we get a reminder

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Weekly status update of my finances

                            Each Sunday I normally login and see whats going on. I would love it if there was an email that had information important to me on it so that I am kept up to date without even logging in.

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Demo account

                              I'm very hesitant to sign up and link bank accounts without knowing whether I find the service useful. I'd be more likely to sign up if I could walk thru all the features using a demo account.

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • iPhone/iOS App

                                Provide a complementary app that may not have all the features of the desktop app but gives users what they need on the go.

                                31 votes
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                                  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Android App

                                  Provide a complementary Android app that may not have all the features of the desktop app but gives users what they need on the go.

                                  20 votes
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • iWatch App

                                    Provide a complementary app that obviously wont have all the features of the desktop app but gives users what they need on the go.

                                    10 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Change the start dates of all budget periods

                                      At the moment, start dates for budget periods are fixed

                                      Weekly budgets start on Monday's, Monthly budgets start on the first of the month and so on.

                                      If got paid on the 14th of the month and would love to make that the start date of my monthly budget.

                                      Same with the yearly budgets, it would be nice to make the yearly budget start on July the 1st - the same time the tax year starts in Australia.

                                      6 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Improve Budgets with a Total, and annual & quarterly budgets

                                        Please add a total for budgeted amounts so users know if they are budgeting for more than their income.

                                        Please add quarterly and annually to budgets. The end of each quarter should be the end of that quarter's final month, and the end of the annual budget should be the end of the year (not 12 months from the date created).

                                        11 votes
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                                          3 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                          Quarterly, Yearly budgets has just been deployed. We will keep this idea open as there are a couple of other good ideas on here.

                                          Reordering of budgets has just been deployed.

                                        • Add "Budgets Overtime" insight

                                          We currently rollover the budgets at the end of the week/month etc but don't show any history about them.

                                          It would be nice to show some history, and a graph of how were tracking over time etc. Maybe a percentage of how many times you kept under the budget etc like 9/10 weeks (90% successful)

                                          4 votes
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                                            3 comments  ·  Flag idea as inappropriate…  ·  Admin →
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