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Recurring Items

Net Worth, Stats, Trends

Categories, Tags

Accounts, Assets

General Feature Request

Getting Started

Institution Status & Requests

Planned

Mobile App: Improve new transaction experience

Mobile App: Loan/Credit Card Balances are incorrectly calculated in Accounts Overview

Create Tags Endpoint

Allow partial transaction insertions (or upserts)

Newly split transactions not treated as split transactions

Balance History (Net Worth Tracker data) endpoint

Import Net Worth from mint

Rules Endpoints

Mark a recurring item as "not expected" for current month

Recurring Items

Use rules to auto-create transactions

Set an "anticipated" amount for pending transactions

In Progress

Mobile App: Account Input should display Plaid Accounts as well

Mobile App: Add ability to switch budget accounts

Mobile App: 'Apply Filters' button gets pushed out of view

Mobile App: Support Bars as % of Budget in Spending Breakdown

Mobile App: Add "Referral" Share Button

Mobile App: Support custom date ranges in period picker

Mobile App: Add ability to delete transactions

Mobile App: Order accounts by balance in 'Accounts Overview'

Mobile App: Support changing currency of existing transactions

Mobile App: Improve text entry and keyboard experience

Mobile App: Quick Access to Unreviewed Transactions

v2: Support category group budgeting

Delete transaction endpoint

Improve error messaging in API

A single click way to "accept" all suggested budgets

Total for budget

Separate Rollover from Fixed Budget

Show amount of unallocated income

Set a recurring budget

Set a budget for a year

Custom budget periods

Zero-based budgeting

Institution Status & Requests

Complete

Mobile App: Incorrect totals in Home page when year is selected

Mobile App: Dismiss date range selector on press

Mobile App: Add default currency setting

Mobile App: 'Last 30 Days' and 'Last 7 Days' display an extra day

Plaid metadata lost when merging new connection with manually-managed asset

Coinbase integration doesn't support the new API keys

Historical balances of synced crypto accounts incorrectly display in USD

Canny Updates in wrong language

Error importing Ethereum address

Historical balances in secondary currencies miscalculated using current rate

Beta: Pad budget tooltip lists non-expected recurring items

Beta: Collaborators card doesn't display collaborators

Allow modifications to plaid transactions via API or Rule

debit_as_negative parameter ignored on GET /transactions/:id

Stopping sync for one account revokes access to remaining accounts

Stats page shows incorrect currency labels

Mobile App: Support for Grouped Transactions

Mobile App: Estd. Net Worth calculation disregards currency

Add `to_base` to account objects in API

Beta: Archived categories have unexpected behavior

CSV Import Bug with Mozilla Firefox on Windows

Other Income should not include recurring income

user_external_id of API-inserted transaction remains in database after deletion

Support Venezuelan Sovereign Bolivar (VES) currency

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