Mvelopes Customer Ideas

1 Vote

Add Notes field to Transactions Report

Add notes field to the Transactions report... no use in making notes if you can't report them out to help with financial decisions.

Created 23 Oct 12:46am by Guest

Reports

0
2 Vote

Report of Balances of All Envelopes

In MV4 there was a report that simply showed the balance for all envelopes in all groups. I used this every single month as an overview. Please add this back in. I have many envelopes, in several groups. All that makes Mvelopes very useful to me. ...

Created 1 Oct 04:12pm by Guest

Reports

0
2 Vote

Change the date and/or amount on transfers between envelopes and add notes - so important for me!!!

No description provided

Created 8 Sep 06:17pm by jacki poulin

Transactions

1
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

0
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

0
1 Vote

Allow user to edit starting balance Account/Transaction Entry

User could edit starting balance Account/Transaction Entry in Mvelopes 4. This appears to have been added special protections to prevent user from being able to edit starting balance Account/Transaction Entry in Mvelopes 5. User needs to be able t...

Created 1 Sep 03:44pm by Guest

Accounts

2
2 Vote

Reconcile Obstructed

Tonight is the first time I used the new reconcile function, so I am just sending this in case no one else has reported it, or perhaps there is an easy solution: While trying to reconcile the individual transactions, the bar that contains the butt...

Created 26 Aug 02:49am by Christopher Sweet

My Account

0
1 Vote

Option for Individual Envelopes (Not all hidden behind Groups)

All the envelopes are hidden in groups. I dislike this so much! I need to see individual envelopes and their balances. In previous versions, 10-15 envlopes and balances were shown in the left side window view. (which incidentally, was directly abo...

Created 14 Aug 02:20pm by Andrea Marks

Inbox

0
1 Vote

Option to import past transactions for offline bank account

I am an avid user of the mvelope system and have been for many years. Every once in a while the system develops a bug and I lose connection to my financial institution, unfortunately, that just happened. I have been disconnected for over 2 weeks. ...

Created 28 Jul 08:45pm by David Hagan

Accounts

0