Mvelopes Customer Ideas

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
26 Vote

Show Envelope Balance when Assigning A Transaction to it.

No description provided

Created 24 Sep 04:00pm by Guest

Transactions

6
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 thanksLinda

Created 24 Sep 07:10pm by Guest

Transactions

0
25 Vote

Rules: Auto transactions

No description provided

Created 24 Sep 03:44pm by Guest

Transactions

1
25 Vote

Accounts: Refresh a single account

No description provided

Created 21 Sep 10:03pm by Wes Shelnutt

Accounts

1 Planned
24 Vote

Notes: Show notes in exported transactions

Mv4 showed the notes in the exported transaction view, this was helpful for referring to what was spent or deposited and why. Especially helpful for tax purposes

Created 24 Sep 03:53pm by Guest

Reports

9
1 Vote

Hide / Remove Debt "Envelopes"

The Debt "Envelopes" are not useful and should be removed. In my view, they are only a summary of the storage Accounts that have a Credit Balance. They are not actual Envelopes and thus they should not even appear on the Envelopes panel in the fir...

Created 31 Dec 09:29pm by Guest

Inbox

0
23 Vote

Negative balances red

Certain areas of the app does not color negative balances, making it easy to miss. The Sweep feature is one such place. Please apply this throughout the app!

Created 24 Sep 07:01pm by Guest

1
23 Vote

Rules: Auto-Assign Rules

No description provided

Created 21 Sep 09:38pm by Wes Shelnutt

Rules

2 Planned