Mvelopes Customer Ideas

58 Vote

Archive Bank Account or Envelope

Would allow us to archive a closed bank account or an envelope we no longer use (wedding fund, moving, temporary savings, etc)

Created 24 Sep 03:58pm by Guest

Accounts

0
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
25 Vote

Accounts: Refresh a single account

No description provided

Created 21 Sep 10:03pm by Wes Shelnutt

Accounts

2 Planned
1 Vote

Add a Button for creating a transaction

Currently to create a transaction you click the 3 dots then select Create Transaction. Suggestion, add a button which takes you directly to the Create Transaction window.

Created 30 Aug 06:24am by Geoff Ford

Accounts

0
19 Vote

Undo button

It would be useful when you make a mistake and you know we all do....

Created 24 Sep 06:22pm by Guest

Accounts

0
14 Vote

Allow for updating bank and credit card account login information in Mvelopes 5

Many times I change my bank login information, but then Mvelopes isn't able to connect to my accounts because of the new login information. It is a big hassle when I am unable to connect and download my transactions for a good period of time.

Created 1 Feb 11:37pm by Guest

Accounts

1
14 Vote

Accounts: Hide an Account

No description provided

Created 21 Sep 10:04pm by Wes Shelnutt

Accounts

2 Planned
8 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
12 Vote

Allow us to edit account details so can trouble shoot refresh issues

In M4 we could edit our account details and I often found that I could solve all my refresh issues myself. No without that ability I need to wait 3 or more weeks for your support group to reach out and then even more weeks for them to address the ...

Created 30 Sep 05:44pm by Guest

Accounts

2
11 Vote

Improve account sync across all accounts

I have quite regular (weekly) issues with accounts losing sync, inability to handle MFA, not updating, etc. I regularly have to submit tickets to mvelopes to resolve these issues. Plus I have some accounts that can't even sync anymore (error 940) ...

Created 24 Sep 05:22pm by Mark Finzel

Accounts

0