Backlog
24Under consideration
Add an initial balance field to manual account creation
When creating a manual account during data import, let me set an initial balance directly in the account creation flow. Today the workaround is: account is created with zero balance, then I add a manual "deposit" transaction with the starting balance. A field in the creation modal that does the same thing internally would save the extra step.
Pull in sub-transactions from "merchant platforms" instead of a single aggregated charge
Some transactions are payments to merchant platforms, which themselves have transactions within them. Do you have any guidance/support for pulling in platform transactions (which may span quite a few different categories)? I imagine that'd need to be via manual import + excluding those merchant transactions from the credit card accounts?
Clearing filters briefly stalls the transactions table (inconsistent indication)
Two related nits when clearing filters on the transactions table: Clearing search text: the table should revert instantly to the full list (which is already loaded), but it shows a "refreshing" indicator for a second or two. Clearing the merchant filter: the table takes a second or so to reset, but in this case there's no "refreshing" indication — it just looks broken/hanging. Either way, clearing a filter should be instant; if it can't be, the indication should at least be consistent.
Treat subtle merchant-name variations as the same merchant
Sometimes a merchant's name in transactions changes subtly over time (e.g., what was reported as "Brand Co" later starts appearing as just "Brand"). Today, those look like two separate merchants unless I manually edit the names. It would be great if the system could detect and unify subtle merchant name variations so historical analytics stay continuous.
Quick-filter to see all transactions from a merchant by clicking next to the merchant name
Add a quick-filter affordance next to the merchant name on a transaction row to instantly see all transactions from that merchant. Either: add the merchant to the top-level filter/search, or pop open a modal showing the merchant's transactions.
Data import: page refresh briefly shows the "upload a file" view before restoring state
When the data import flow is in progress and I refresh the page, my state is preserved (good!), but before it loads, the page briefly shows the "upload a file" display as if there were no previous state. It should show a loading indicator instead — especially since the URL has an import_id param indicating there's something to load.
Data import: pressing Back on Review resets the whole flow
Going "back" on the Review screen of the data import resets to the beginning of the flow, forcing a full redo of the upload — including creating a new account again.
Make dashboard / homepage customizable
Make the dashboard / homepage customizable, since different people care about different things.
Group transactions across categories (tags or custom groupings)
Some way to group transactions other than by category — maybe tags or another custom-grouping primitive. Example use case: I have a property I'm renting out, and I'd like to group all the related expenses (maintenance, utilities, mortgage, etc.) and the rent income into a single "house" grouping that cuts across multiple categories.
Mix-and-match include/exclude filters in spend analysis (categories, merchants, individual transactions)
Add the ability to filter out specific transactions from spend analysis. The broader need: I want to understand where all my money went last year. I'd basically want to continue filtering out expenses I've "accounted for" — which may be entire categories, but may also be individual or recurring expenses. For example, if I have regular donations, I want to exclude those but keep the one-off / non-recurring ones. Or: I want to exclude all transactions from my neighborhood grocery store (specific merchant), but keep the rest of my grocery spend, which would typically indicate more exotic items. Today there's a way to look by merchant or by category, but not to mix/match categories and merchants. Caveat: this isn't a very well thought out feature request — will keep thinking about exactly what I want here.
Next up
1Committed and queued
In Progress
1Actively being built
Beta
1Actively being built
Done
6Recently shipped
Bulk-apply category change to other matching transactions
When I update the category of a single transaction, prompt me to apply the same category to other matching transactions in one click instead of editing each one individually.
Add an "x" to clear the text search on transactions page
Small thing — an "x" next to the text search on the transactions page to clear it would be a nice quality-of-life improvement.
Bulk edit suggestion modal should show which transactions it suggests modifying
When editing the category of a single transaction, a modal pops up suggesting to apply the change to other matches. The modal is generally useful, but it's missing the most important thing: line items showing which transactions it's suggesting to modify.
Currency selection on accounts during manual data import
There's no way to change the currency on a manually-created account during the data import flow. Without it, I have to do currency conversion offline before importing transactions, which adds manual work. Use case: I'm based in Singapore — most of my manual imports will be in SGD. Native account-level currency support (so transactions are imported as-is) would be ideal.
Chat bubble blocks the down arrow to see details
The down arrow to see details is blocked by the chat bubble. Or actually — is it a close button? I just clicked it and it went away. I didn't notice any way to check what the errors were after that.
Accounts only update on page refresh
When I take any action to create or delete an account, it seems that that action only reflects in the UI after page refresh. I noticed this on two occasions, although I haven’t repro’d multiple times: 1. When going through the import flow I created an account, then later navigated to the Accounts page and the new account wasn’t visible 2. When I deleted an account on the account detail page from the Accounts page. This redirected back to the Accounts page but the deleted account was still visible