Mvelopes Customer Ideas

2 Vote

Need to be able to Void checks without deleting record like we could in mv4

I use manual transactions in offline accounts so that is what this is regarding. In Mv4 we I could void checks. I could change the amount to $0.00 and make a note that the check was voided or even change the payee to "Void" to show that it is void...

Created 27 Jan 05:25pm by Elizabeth Horton

Transactions

0
2 Vote

Combine multiple incomes on same date into one column, instead of multiple

If my husband and I get paid on the same day, it splits into two columns on the Monthly Funding Plan resulting in multiple columns of the same day. This makes no sense and they should be combined.

Created 21 Jan 10:52pm by Guest

Funding Plan

0
2 Vote

Combine duplicate feature requests (this site)

Does this site have a way to close an issue as a "duplicate", linking it to the request that is left open? This allows mvelopes staff to groom the feature list. Many good ideas have several entries, forcing us to choose to follow/vote for all of t...

Created 16 Jan 03:59pm by Guest

1
2 Vote

Ability to Assign a date to the Sweep function.

This would allow one to wait until all December transactions clear before rebalancing envelopes for the year end review.

Created 14 Jan 10:50pm by Jerry Franklin

0
1 Vote

Reconcile Needs Fixing

When reconciling accounts, there is no way to uncheck transactions that may not have cleared?!? I can't even look to see the options because the 'Reconcile Bar' covers all the transactions. It is either don't reconcile, or reconcile with an adjust...

Created 20 Jan 08:47pm by Andrea Marks

Accounts

0
2 Vote

Edit amount on split transactions (manual offline accounts)

Recently I placed an order and marked it down (all my transactions are manual in offline accounts) and then later one of the items got cancelled off the order so the amount of the transaction was less than what I had marked down. I went to edit it...

Created 22 Dec 06:09pm by Elizabeth Horton

5
2 Vote

Monthly Budget

Bring back ability to choose either 'change for all future months' or 'change this month only'. It is a lot of effort to plan a budget. Sometimes it needs to be changed for a pay period, but Not for every pay period going forward. Time and energy ...

Created 18 Dec 03:00pm by Andrea Marks

Monthly Budget

0
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
2 Vote

Accounts: Reconciliation & Recall from Institutions for tracking of Historical Spending

The lack of reconcile features for the app creates problems for users who wish to use the platform to review historical spending. That makes the app only useful to see if users are within recent spending limits that they've set. Users should be al...

Created 8 Dec 06:18pm by Guest

Accounts

0
2 Vote

Mobile App: Funding amounts should match Funding Plan

This is only a mobile app issue. It works fine on the website (web app). I have a funding plan that shows $2000, but when I try to fund using that plan, it only allocates $1500. There is one envelope for $500 that doesn't show the funding amount. ...

Created 4 Dec 10:47pm by Guest

Mobile App

0