Mvelopes Customer Ideas

46 Vote

Transactions: Unassign a transaction back to the Inbox

No description provided

Created 21 Sep 10:00pm by Wes Shelnutt

Transactions

2 Planned
41 Vote

Notes: Notes search function

Mvelopes 4 had a very important feature where one could search a word for example “vacuum” and it would bring up all entries that mention the word “vacuum” in the notes section of the entry. This was a very important feature and is absolutely nece...

Created 21 Sep 12:11pm by Guest

New Category/Other

1 Planned
39 Vote

Inbox: show account balances

Show an available balance in the sum all of the accounts - if someone has multiple bank accounts, they have to manually add up totals to see the sum.

Created 24 Sep 04:05pm by Guest

Accounts

7
1 Vote

Keep date from pending transaction - don't change it to the date when the transaction is posted from the bank.

In version 4, we were able to create a pending transaction and the date stayed with that. This made it so we could keep months separate. If I had an expense in June, it needs to stay in June. Etc..

Created 7 Jan 07:20pm by Guest

Transactions

0
36 Vote

Inbox: Clear Pending Transactions

No description provided

Created 21 Sep 10:08pm by Wes Shelnutt

Inbox

2 Planned
1 Vote

Mortgage accounts no longer reflect payments

When a mortgage payment appears in the inbox, the user places in a corresponding "debt" envelope. This debt envelope is funded every month. The problem is on the account side. The account for this mortgage shows a "Register Balance" and online "Ba...

Created 6 Jan 11:28pm by Guest

Accounts

0
34 Vote

Transactions: Display Check Number (reference number)

No description provided

Created 21 Sep 10:02pm by Wes Shelnutt

Transactions

2 Planned
32 Vote

Show on one page the balances of all envelopes, and make it printable.

In Mvelopes 4, the screens were way more user-friendly. Now I must scroll and scroll to see how much remains in each of my envelopes.

Created 30 Sep 12:26pm by Guest

2
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