Suggestions

Have a suggestion for how we can improve? Let us know here!

Title State Replies Latest Post
Graeme Almond's Avatar

Mortgage

resolved 0 30 Apr, 2019 01:16 PM by Graeme Almond
tiptonbob's Avatar

Scroll bar arrows

resolved 0 30 Apr, 2019 08:39 AM by tiptonbob
tiptonbob's Avatar

Ability to add or edit the Check # dropdown

resolved 3 29 Apr, 2019 04:07 PM by derekkent23
tiptonbob's Avatar

Password Vault

resolved 3 29 Apr, 2019 03:50 AM by dwg
Gareth Mostyn's Avatar

Copying transactions

resolved 2 25 Apr, 2019 10:00 PM by g.mostyn
Wendie's Avatar

YTD comparison report

resolved 4 24 Apr, 2019 12:21 PM by goforit1
goforit1's Avatar

Customizing the Order of the Accounts in the Side Bar...

resolved 0 23 Apr, 2019 01:44 PM by goforit1
macalves1's Avatar

Securities detail pop-up list

resolved 9 18 Apr, 2019 04:14 PM by macalves1
TonyRI's Avatar

Have the abilty to save the backup path for Manually Exported Backups

resolved 1 16 Apr, 2019 03:02 PM by Sean Reilly
Rick Cerwick's Avatar

Moving account from one computer to another computer

resolved 3 14 Apr, 2019 12:56 PM by derekkent23
Richard Glenn's Avatar

Suggestions from a noob

resolved 1 11 Apr, 2019 11:30 AM by Henry
RJron's Avatar

Favourite group in Summary Page

resolved 0 30 Mar, 2019 05:04 AM by RJron
Dana Linder's Avatar

Have due/overdue reminders in the mobile app

resolved 2 22 Mar, 2019 12:46 PM by Henry
jer's Avatar

investment account suggestions

resolved 10 20 Mar, 2019 04:34 PM by richard.mourino
Edgar Ronald  Coffman's Avatar

Close warning

resolved 4 19 Mar, 2019 10:15 PM by -Kevin N.
Roger Bennett's Avatar

Portfolio Share / Trust price movement

resolved 0 17 Mar, 2019 10:30 AM by Roger Bennett
brentemerson's Avatar

Highlight color obscures data

resolved 1 17 Mar, 2019 08:04 AM by derekkent23
andrea.depiero's Avatar

Selected transactions sum

resolved 1 16 Mar, 2019 04:07 PM by Henry
fellforce's Avatar

Merge transactions in investment accounts

resolved 3 15 Mar, 2019 12:31 PM by Henry
derekkent23's Avatar

Slack TonyRI

resolved 2 14 Mar, 2019 09:36 PM by derekkent23
mark's Avatar

Suggestions

resolved 2 13 Mar, 2019 07:01 PM by rm2426
Roy Rogovy's Avatar

Option for a reminder to pay credit card bill

resolved 1 08 Mar, 2019 05:50 PM by rm2426
boreham's Avatar

Request please: ability to sync more than one book to iOS device

resolved 4 06 Mar, 2019 04:22 PM by Henry
Steve 's Avatar

Stock / Fund Online Updates

resolved 5 05 Mar, 2019 09:17 PM by dwg
Trent's Avatar

Running total for a specific security

resolved 0 26 Feb, 2019 11:45 PM by Trent
mike's Avatar

Follow a URL

resolved 0 26 Feb, 2019 02:42 PM by mike
travelbird2's Avatar

Downloaded Investment Transaction Matching

resolved 0 23 Feb, 2019 03:19 PM by travelbird2
travelbird2's Avatar

Added ability to sort investment transactions by Tax Date.

resolved 0 23 Feb, 2019 03:16 PM by travelbird2
pkheyes's Avatar

change check printing date options

resolved 1 23 Feb, 2019 10:50 AM by Henry
Tyler Melton's Avatar

Syncing

resolved 1 21 Feb, 2019 09:31 PM by -Kevin N.

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