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Boards

Recurring Items

Net Worth, Stats, Trends

Categories, Tags

Accounts, Assets

General Feature Request

Getting Started

Institution Status & Requests

Planned

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

Allow modifications to plaid transactions via API or Rule

Delete transaction endpoint

Improve error messaging in API

CSV Import Bug with Mozilla Firefox on Windows

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

user_external_id of API-inserted transaction remains in database after deletion

Support Venezuelan Bolivar Soberano (VES) currency

Fidelity Investments

Institution Status & Requests

Bulk edit to mark all as unreviewed doesn't work

Visiting Suggested Rules URL directly shows a blank page

Billing page annual pricing slider not aligned with icons

Bulk edit actions trigger recurring link removal

Accounts missing from dropdown when editing recurring items

Transaction date displays incorrectly when revised from table cell

Edit account panel for synced crypto accounts crashes app

Account grouping by institution is incorrect

Tags only display in Query Tool if more than 2 exist per category or account

"This Month" and "This year" option broken

Support PDF uploads of bank statements

Rules cannot be saved for certain rule actions

Dutch payee names broken with unexpected spaces

Support "Every X days" or "X times per N" cadence

Recurring Items

Rule categories / descriptions

Incorrect spending breakdown totals for twice a month recurring items

Date and Account on Quick Add screen should default to last used

Add drop-down to Payee field on Quick Add screen

Creating new category from side panel closes the panel

Creating split rule from transaction is broken

Cryptocurrency rates not being fetched

Error when enabling rule properties for split rules

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