Feature Requests

The whole reason I downloaded Truebill is because it showed me old things that I still pay for. This app doesn’t do that, I have to add them myself. If I knew exactly where my money was going I wouldn’t need this app.

Adding details manually for crypto wallets for networth and investment balances. Most people probably don't want to put in their password or anything like that for their crypto but allowing for manual cost purchase and current value would be super handy to tracking overall account balances on your networth.

I would like to see my transactions updates on my Home Screen so I don’t have to open the app to view it. Also add an Apple Watch feature to if you feel like it.

When I create a rule it won't let me save it for only future transactions. I have to apply it to all for it to work. It gets frustrating when I have another rule in place that has almost the same words example Capital One and Capital One 360.

I have months of duplicate transactions and unless I want to ignore them all manually, I have to just have wrong data. You should have a de duplicate tool or at least a select button so you can choose more than one transaction at a time to ignore!

I just have some feedback for your tech team. It would be helpful to be able to go back to a specific month in a previous year. I am doing my taxes and trying to scroll through everything to make sure everything is categorized the way I want. When I have to leave to do something else, I have to sign back in and scroll from December all the way back. It's so time consuming because I get to the bottom and have to "Load More" to get to the next page. Would be great if there were a nested menu that takes me to the month I want and continue scorlling through the rest of the year.

The reason I’d like to do this on my laptop is because I like being able to have a wider view of the screen sometimes. I also want to have other windows open so if I see a charge I’m not sure about I can quickly look it up in another tab. The app is great but when I’m sitting down to think about finances and budgeting I just prefer to be on my laptop at a desk usually.

Hi Support Team, I’m having trouble adding a recurring expense to my calendar view where I can preview all my recurring charges in one place. I’ve tried using the search option within the calendar, but it seems limited—I can’t always find the expense by name or amount to mark it as recurring. It’s unclear what steps I need to take outside of the calendar preview to ensure my monthly expenses are correctly identified and appear in my recurring expenses section. Can you provide clear steps on how to manually add or ensure an expense is recognized as recurring so it appears in my calendar? Are there additional settings I should check? Thanks for your help!

So, I can't manage my budget on my computer but if I go on my app on my phone I can. Um can we make it all match?

Need to be able to track 401K. This is disappointing that is not available.