Feature Requests

We are asked many times for different Lending or financial institutions for a profit and loss statement. Having a fleshed out version in a report style format would be super helpful.

documents

Ability to link a vehicle VIN (or specification) from KBB to an active auto loan also added to your account

Recently Optum Bank, the HSA provider of my employer, updated their security policies to not allow third party apps to access the funds of clients. So I created a Manual Account with a balance that I update manually, this is an Investment Account When I open the app on my mobile and desktop devide the primary view of net worth doesnt show the manual account under the investment category. This account is just seen if I go to Net Worth - Assests My suggestion is to show the Manual Account Balances on the primary view of the app, not only the linked accounts Best regards,

Having the ability to list transactions under manually added asset/debt's, for better tracking purposes.

I can manually add assets in the Net Worth tab but those values don't show up in the dashboard under Investment, Savings, etc. The dashboard's summary should include my full financial picture, but currently those manually added accounts/assets are not included.

I would like to see daily and or weekly history for net worth. The most recent I see is monthly.

I love the Net Worth feature. It a good way for me to monitor my assets beyond just using this app for monitoring my cash flow. The next phase of this is projecting my net worth into the future for retirement planning. I’d love to add future life events and see how that will affect my retirement savings

Hey all! Longtime RM power user, here, with a feature request! I’m a frequent user of the CSV export functionality for data backups and independent analysis, and it works great for exporting transactions. However, it would be fantastic if there was a secondary export of the data used to calculate, specifically, the graph of the Net Worth widget. Especially after using the app for many years, that historical data is a huge help and the ability to back it up for restoration and record keeping would be a fantastic feature!

Mint used to have this very simple feature. I just want a graph of how my cash is growing just like net worth or cash flow. Have a graph for my investments, cash, net income.