Feature Requests for Web

Mobile app just launched dark mode and would like to see the same for web app. Thanks!

I enjoy using tags on mobile, and would like to have it in the desktop experience as well.

We need tags on web, limiting us to only the mobile device is not efficient.

Ability to add manual transactions on the website

This will allow users to customize their dashboards as per their personal needs.

In the budgeting portion of this app, you can allocate money to many spending categories including bills. However, any left over money just goes to a "left for savings" category. I would to be able to also allocate the "left for savings" portion to specific savings/investment categories to better keep track of where all money is going monthly. Thank You

On "Transactions" I can search for my 'corner store' and it'll find months of spending. But all I can see is a table of matches. Why can't I save a search and then get a dashboard with charts pertaining to the matches on that search? Let me save "Venmo" or "Zelle to Nanny" or "<insert local grocery store AND corner store>" (allow chaining search queries). Categorization is finicky and can't be trusted (not your fault, but it's true). But if I can do my own keyword search and then get the various views from the "Spending" view, then that's something more powerful. Let me work within the context of my own life of spending, your platform doesn't know (and can't know) details of my life outside of my spending habits. Give me tools to write my own custom spending story. Let me save common searches that I can quickly pull up, check the month spending comparisons. Let me write my own spending story!

Rocket Money has the best consumer transaction data available — but there's no way to expose it to AI assistants (Claude, ChatGPT) without manual CSV export every session. That friction kills weekly reviews and pushes users toward competitors. Ask: Read-only MCP server exposing transactions, categories, subscriptions, balances, and net worth. OAuth-scoped, rate-limited, no transfer capability. Why now: Sequence, Truthifi, FMP, and NetSuite all shipped MCP servers in the last year. Read-only = no fiduciary risk. Perfect Premium tier add-on.

Shift-click is a standard way to select multiple transactions in apps. This would greatly streamline the ability to modify multiple transactions from the filter view of transactions. I'd like to be able to: Goto transactions Enter transaction search filter (e.g. name of vendor) Click on the first transaction's check box Shift-click on a transaction further down the list to select all of the inclusive transactions between the first selected transaction and the on shift-clicked Click the option to batch modify (e.g. Change Category) -- this already works.