Mvelopes Customer Ideas

3 Vote

When matching transactions keep the manually entered payee name

When matching a downloaded transaction to a manually entered transaction, the downloaded transaction name is kept. This is not right, the manually entered transaction name should ALWAYS win. For example: ILLY CAFFE NORTH AME8774559347 is not as cl...

Created 1 Sep 10:35pm by Chris G

Transactions

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1 Vote

Bring back the automation manager (from MV4) for transaction entry

In MV5 I bulk enter all of my recurring monthly transactions manually because the automation manager from MV4 was not included with the upgrade. Please bring back the automation manager.

Created 1 Sep 10:21pm by Chris G

Transactions

1
1 Vote

Add keyboard shortcuts for creating new transactions

I bulk enter manual transactions at the beginning of every month and a keyboard shortcut for creating a new transaction would save a lot of time. *Before MV5 the automation manager would take care of this monthly entry chore...I have submitted a s...

Created 1 Sep 10:17pm by Chris G

Transactions

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1 Vote

Fix scrolling when using browser on iPad

I find the user-experience to be better within a browser over using the ipad app. Everything seems to work nicely other than scrolling through a page of transactions. The scrolling only works sometimes and most of the time the transactions are bei...

Created 7 May 06:29pm by Guest

Transactions

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1 Vote

Tracking / Combining Amazon transactions

I'm sure most of us shop on Amazon. Adding a multi-item purchase to Mvelopes so it'll be in Pending and then able to match an upcoming charge fails probably 50% of the time for us because Amazon often ships and bills different items on different d...

Created 17 Apr 08:01pm by Guest

Transactions

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5 Vote

PLEASE enable transfers (between envelopes) to edit the date and have notes PLEASE!!!

I like to square everything up at the end of the month but have to wait a few days for all the transactions to show up - so my transfers are into the next month. Also I need notes to remember why I transferred from one envelope to another. Very im...

Created 26 Feb 05:00am by jacki poulin

Transactions

2
2 Vote

Need to be able to Void checks without deleting record like we could in mv4

I use manual transactions in offline accounts so that is what this is regarding. In Mv4 we I could void checks. I could change the amount to $0.00 and make a note that the check was voided or even change the payee to "Void" to show that it is void...

Created 27 Jan 05:25pm by Elizabeth Horton

Transactions

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4 Vote

Transactions: Auto-fill Envelope Based on the Payee Name

The faster we can input transactions, the more our budget gets updated which in turn makes our budget more accurate. If a window showed the most common envelopes associated with a Payee with the most used being at the top, it would save a lot of t...

Created 14 Jan 01:29am by Guest

Transactions

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4 Vote

Envelope Funding

Bring back specific funding name. 'Envelope Funding: 04/24: PMH' is way more helpful than the generic, non-specific, and random, 'Envelope-funding Transfer'. It is helpful to know if I did a random envelope transfer or if it was a paycheck funding.

Created 18 Dec 03:12pm by Andrea Marks

Transactions

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2 Vote

Envelopes don't update after transaction

I have to always refresh the page after a transaction is made for an envelope to reflect the new total. Very Annoying!

Created 2 Dec 11:24pm by Guest

Transactions

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