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
31 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
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
6 Vote

Reading notes when I transfer funds

When I transfer funds from one envelope to another I write notes as to what the money was for. But am not able to access those notes when I try to recall why I transferred the money.

Created 23 Jul 09:45pm by Guest

Accounts

0
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
17 Vote

Change date & amount on transfers between envelopes without undoing it

I want to be able to change the date or the amount on a transfer without changing the date to the current day which happens if I 'undo' it.

Created 7 Jan 11:44pm by jacki poulin

0