Mvelopes Customer Ideas

112 Vote

Change date of manually created events (funding, sweep, etc.)

No description provided

Created 21 Sep 09:37pm by Wes Shelnutt

Funding / Inbox

15 Planned
70 Vote

Pending Transactions: account transfers feature

To be used when transferring money between bank accounts, or paying a credit card. Currently you have to create 2 transactions.

Created 24 Sep 04:00pm by Guest

Transactions

17
66 Vote

Notes: Show notes in mvelopes view

Mv4 used to have a settings option to show the note or tag in the mvelope view. When viewing a list of transactions I could hide/show the note or tag which made it easier to sort transactions and see more detail of them. Often the payee is the sam...

Created 24 Sep 03:56pm by Guest

Transactions

13
54 Vote

Transactions: Flag Duplicate Transactions

This is an Mv4 feature that I miss - being able to review flagged duplicate transactions. In Mv5, some of my transactions that were not actually duplicates have been automatically excluded. I'd like the option to review them myself so that I don't...

Created 24 Sep 03:48pm by Guest

Transactions

2 Planned
53 Vote

Transactions: Auto-fill Payee Name during typing for manual transactions

No description provided

Created 21 Sep 10:02pm by Wes Shelnutt

Transactions

4 Planned
48 Vote

Transactions: Unassign a transaction back to the Inbox

No description provided

Created 21 Sep 10:00pm by Wes Shelnutt

Transactions

2 Planned
36 Vote

Inbox: Clear Pending Transactions

No description provided

Created 21 Sep 10:08pm by Wes Shelnutt

Inbox

2 Planned
34 Vote

Transactions: Display Check Number (reference number)

No description provided

Created 21 Sep 10:02pm by Wes Shelnutt

Transactions

2 Planned
32 Vote

Matching Transactions

When I take the time to Create a Pending Transaction, I expect that when it is Matched that the program will use MY Payee entry and NOT revert to the Payee assigned by the bank/credit card/etc.

Created 24 Sep 04:45pm by Andrea Marks

Transactions

5
28 Vote

Notes: Add note when funding envelopes

In M4, you could include a note while funding envelopes. This is helpful because sometime you want to record why you are funding the amount you are, or record why you’re under/over funding an envelope.

Created 22 Sep 05:06am by Guest

Funding

1