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Recurring Items

Net Worth, Stats, Trends

Categories, Tags

Accounts, Assets

General Feature Request

Getting Started

Institution Status & Requests

Planned

Display grouped transactions in-line

Send email notification when account stops syncing

Accounts, Assets

Rules Endpoints

Delete transaction endpoint

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

Recurring Items

Rule categories / descriptions

Use rules to auto-group transactions

Use rules to auto-create transactions

Set an "anticipated" amount for pending transactions

In Progress

Share your feedback and check back here for updates.

Complete

Make it simpler to add categories to a group

Categories, Tags

Support 'currency' column in CSV importer

Drag-and-drop CSV file to upload

Allow importing 'Original name'

Keep CSV Import settings going back from Step 4 to Step 3

Import into multiple accounts

Account Balance History

Accounts, Assets

Payment Reminder Email

General Feature Request

Display child categories in get all categories api call

Categories, Tags

More options for moving categories

Categories, Tags

Allow copying categories (and other attributes) to newly created budget

General Feature Request

Copy/duplicate rules

Set custom ordering

Categories, Tags

Create a transaction from the Calendar

Calendar view of expenses

Priority Order Default Value

Calendar view of Recurring Item

Recurring Items

Display currency exchange rate used

General Feature Request

Option to run rules on insert, update or both

Archive unused/old categories

Categories, Tags

Show in-line currency conversion

Applying rules only works every other time on txn page

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