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Recurring Items

Net Worth, Stats, Trends

Categories, Tags

Accounts, Assets

General Feature Request

Getting Started

Institution Status & Requests

Planned

v2: Sync budgeting period across other pages, like transactions

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

Beta: In Budget Settings, allow setting "rollover management" and "one-click budgeting" for a Category Group

Button to reset budget rollover amount to $0

Sum group total

Set budget automatically for some categories

Click on a category to be taken to a filtered transaction list

Improve page load time and app speed

Budget - collapse/expand groups

Notes for budgets

Ability to hide zero dollar budget categories

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

Beta: 'Available' column in Budget Breakdown has inconsistent coloration and ignores projected spend

v2: Currency isn't respected for individually set one-click budgets

v2: Clicking "Move" multiple times repeats the operation

v2: When Budget Period is "By Calendar Month" show budget title as "January 2025" instead of "Wed, Jan 1 - Fri, Jan 31"

v2: Expected Income amount incorrectly shows as "Left to earn"

v2: Issues with custom monthly budgets starting on day 29, 30 and 31

v2: "Rollover to general pool" for income doesn't work with "Base Income On Budgeted Income"

v2: Settings view indentation doesn't respect dark mode

v2: Income categories excluded from budget reflect in 'Left to Budget' on Overview page

v2: Move rolled-over funds without changing current-period estimate

v2: Pad budget tooltip displays income as negative

Mobile App: PIN code and FaceId

Mobile App: Crypto accounts remain in Accounts Overview after switching budgets

Mobile App: Support decimal comma amount notation

v2: Support category group budgeting

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

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

Mobile App: Account Input should display Plaid Accounts as well

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 switch budget accounts

Mobile App: Improve text entry and keyboard experience

Mobile App: Support changing currency of existing transactions

Mobile App: Add ability to delete transactions

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