Future Projections

See my other comments regarding projecting future income flow.It would be great to be able to generate a future,...

Split scheduled income doesn't appear in the scheduled transactions box on the budget sidebar.

Integration with Lunch Flow

SimpleFin has a lot of issues with Canadian banks I find. A more reliable way to connect is through Lunch Flow. It...

Rachel Hughes

3

Date picker for setting up goals hops around

When trying to set up a "Save by Date" goal in the budget table, when I click the date picker for the due date and then...

Can't arrow back to previous month in date picker

When I try to use the arrow keys to move back to a date in the previous month, the date picker will only allow me to...

Favourite (or most used) Payees

This is a feature request from new user Jere. He is missing being able to favourite payees for quick selection. A trick...

Favorite Payees on Select Payee

When adding a transaction, I would like the ability to select a “favorite” payee and see them listed at the top of the...

Convert Multiple Single Transactions to a Split Transaction

Imported transactions that come in as single transactions (same date, same payee) need to be unsplit into a single...

Auto Budget All Categories

If I select “Auto Budget All Categories” and then “Goal Targets” I get a list to review of each category fill. This is...

Unable to add second member to budget

I have a paid subscription ($25 basic) but the Members option is greyed out when I click on the budget name (upper...

Hovering over Accounts names shows embedded Note

Title says it all.

Running balance per account

Would it be possible to allow the user to set the option of showing a running balance on a per-account basis?  I like...

Possible bug: Zero amounts not allowed in split transactions.

Entering $0.00 in both the parent and children inflow/outflow is not allowed.  Is this by design or is this a bug? ...

Save and Save & Add Another Using Keyboard

Entering transactions:  Would it be possible to add keyboard shortcuts to the "Save" and "Save & Add Another" buttons...

Debt Reduction Miscalculated

Budget Filter-Overbudgeted

I have three categories that have triggered this filter.1. Checked green as "Funded" is a refill up to goal with a...

Add a quicker toggle for “Show Reconciled” in Transactions

I frequently toggle “Show Reconciled” on and off in the Transactions view. Right now, this seems to require opening the...

Filter > Search not finding some transactions

On the transactions page, under Filters > Search > Search transactions ..., what fields are searched (no other criteria...

Bug Report - Arrow Keys

The calendar date picker no long works with the arrow keys after you fixed it a couple of days ago.

Clearing Transactions-Transfers

Made a transfer yesterday and it was cleared immediately by the sending bank (which is normal) so I marked the account...

Feature Request - "Split" as a category search term

Would it be possible to have "Split" be a searchable category so you don't have to click on the Split Transaction...