Suggestions

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

Title State Replies Latest Post
Dana Linder's Avatar

Any possibility of reminders showing in mobile app

resolved 2 27 May, 2019 03:34 PM by Dana Linder
dbronstein88's Avatar

Allow manual transaction entries to loans

resolved 0 26 May, 2019 06:24 PM by dbronstein88
Jon's Avatar

Better RSU handling

resolved 0 17 May, 2019 12:56 PM by Jon
jrduke1's Avatar

Account Balance Column

resolved 6 15 May, 2019 11:46 AM by Henry
Mike M's Avatar

Feature request - Add Total Number of Check to Print

resolved 0 13 May, 2019 07:10 AM by Mike M
John Wilson's Avatar

A simple GUI suggestion from a Money switcher

resolved 0 11 May, 2019 06:59 PM by John Wilson
Joe Garnett's Avatar

Help

resolved 1 07 May, 2019 10:55 PM by dwg
Jon's Avatar

Handling securities

resolved 1 30 Apr, 2019 03:12 PM by derekkent23
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
danmichsr's Avatar

Icons

resolved 1 10 Apr, 2019 04:40 PM by Henry
Roney's Avatar

Favourite group in Summary Page

resolved 0 30 Mar, 2019 05:04 AM by Roney
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
Brent Emerson'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

Start a discussion in "Suggestions"

Private discussion

Body

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Recent Discussions

03 Jul, 2020 10:28 AM
03 Jul, 2020 09:49 AM
03 Jul, 2020 08:26 AM
03 Jul, 2020 06:29 AM
03 Jul, 2020 06:01 AM