Mvelopes Customer Ideas

11 Vote

Edit Pending Transactions - Be able to edit the "account" field to change to a different account

In Mv4 if I accidentally put a manual transaction (all my accounts are offline with manual transactions) in the wrong account (say my husbands cash account instead of mine or Discover instead of Visa) I could just edit it and change the account. N...

Created 24 Sep 08:55pm by Elizabeth Horton

Transactions

9
25 Vote

Transfers to have dates added

Hi, Can we add a date field to the transfer box? I make transfers and they always go to the top of the envelope no matter when they were made and there's no way to edit them once you enter them. Please and thanks Linda

Created 24 Sep 07:10pm by Guest

Transactions

0
10 Vote

Notify when envelope goes negative.

On the desktop app when I assign expenses to envelopes if one goes negative it does not tell me it just makes it go negative. I would like an alert so this doesn’t happen

Created 24 Sep 06:31pm by Guest

Transactions

1
4 Vote

Match multiple transactions at one time

In Mv4 you could match multiple pending transactions at one time. I would love to see that function back in Mv5. It takes a lot longer to do each transaction individually

Created 24 Sep 05:01pm by Guest

Transactions

0
13 Vote

Auto assign envelopes

When I have recurring purchases/transactions with a specific named retailer/vendor, I don’t understand why it wouldn’t make sense to allow the envelope used for that retailer/vendor to automatically be assigned ... reassignable if wished. Would ma...

Created 24 Sep 04:55pm by Guest

Transactions

1
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
5 Vote

New Transaction: Show envelope amount

When creating a new transaction and after the user selects an envelope, please show the envelope amount. If the amount is not enough to cover the transaction, show the amount in red. After the user saves and the envelope balance goes negative, bri...

Created 24 Sep 04:12pm by Guest

Transactions

0
26 Vote

Show Envelope Balance when Assigning A Transaction to it.

No description provided

Created 24 Sep 04:00pm by Guest

Transactions

6
69 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