Welcome to the Mvelopes feedback forum. Do you have ideas on how we could make Mvelopes better? Do you recognize a good idea when you see one? Make a suggestion or cast your vote . . . we want to hear from you!

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1. Top Ideas
2. Hot Ideas
3. New Ideas 5
4. Accepted Ideas 11
5. Completed Ideas 15

1. 359 votes

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   Add recurring pending transactions

   I spend way too much time putting in the same monthly payments (mostly auto-drafts from my checking account like my car payments, insurance, home security, etc.) and it would really be nice to schedule those as recurring payments. It would also be great if I could choose when they show up in the ... more

   I spend way too much time putting in the same monthly payments (mostly auto-drafts from my checking account like my car payments, insurance, home security, etc.) and it would really be nice to schedule those as recurring payments. It would also be great if I could choose when they show up in the pending register!

   by MvAdmin | 27 comments

   Status: under review

   We see and understand that this suggestion is #1 in the list. We appreciate your patience as we do our best to implement the features on this forum.

   MvAdmin Admin
2. 308 votes

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   Bill Pay Reminders

   I want to be able to have bill reminders back in the application that will allow me to schedule my bills so that I know when they are due.

   by shottyt | 22 comments

   Status: planned
3. 290 votes

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   Graphs and Charts

   Offer graphical reports, e.g. pie chart or bar chart etc.

   by MvAdmin | 23 comments

   Status: planned
4. 289 votes

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   Add an "archive" envelope group for old envelopes

   I set up some envelopes that have a limited duration, for example, a specific loan or a discretionary bill category that I'm only funding for a while. When I don't need the envelope anymore I'd like to be able to edit the envelope and click an "archive" checkbox. This would move the e... more

   I set up some envelopes that have a limited duration, for example, a specific loan or a discretionary bill category that I'm only funding for a while. When I don't need the envelope anymore I'd like to be able to edit the envelope and click an "archive" checkbox. This would move the envelope to the archive group in the tree view and remove it from the funding window and the spending plan. However, it would keep which group it came from and all the historical transactions for reports and such. If I ever uncheck "archive" it would go right back to where it was before.

   Currently, I have a "zArchive" group and I have to rename the envelope to "Group - Envelope" and move it to that group. The bottom half of my spending/funding windows is archives.

   by hardree | 11 comments

   Status: planned
5. 255 votes

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   Improve speed and performance of the application

   The application is slow, particularly when loading in and refreshing account information. Can you please enhance the performance of the system.

   by hugobsosv8 | 6 comments

   Status: under review

   We are actively researching Adobe's updates to their RIA Flex technologies to make the user experience and speed of the application better and plan to upgrade in the future.

   We also have ongoing efforts to upgrade and improve our backend systems to help deliver a better and faster response time.

   MvAdmin Admin
6. 224 votes

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   Make credit card transactions easier to do and understand

   There have always been a lot of people confused over how credit card transactions work. Many of us get confused and our balances get messed up. Please make this easier.

   by molly2727 | 14 comments
7. 170 votes

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   Allow some form of Alerts

   I would like to see some kind of notification service, whereby some notification, or "alert" is sent, by Email or SMS, when any of the following are set up by the user:

   -- actual spending exceeds planned spending in some envelope
   -- the balance in a checking or savings "source&quo... more

   I would like to see some kind of notification service, whereby some notification, or "alert" is sent, by Email or SMS, when any of the following are set up by the user:

   -- actual spending exceeds planned spending in some envelope
   -- the balance in a checking or savings "source" account drops below some amount
   -- the balance in a credit card "source" account exceeds some amount
   -- the "due date" for payment of a bill approaches

   by MvAdmin | 10 comments

   Status: planned
8. 153 votes

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   Add a Calendar

   Could you add a calendar for reference on the home page, or as a button? That would make it much easier to assess income and bill paying.

   by MvAdmin | 9 comments

   Status: under review
9. 150 votes

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   Net Worth Tracking Report

   A report showing the progress of "net worth" over a period defined by the user. It would be awesome if it were a snazzy graph or chart that shows your net worth for any given month and how much your money has increased or decreased over time.

   by MvAdmin | 7 comments

   Status: planned

   We love this idea too and hope that we will be able to flesh it out and work on it soon. We will keep you updated.

   MvAdmin Admin
10. 149 votes

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    Open up access to data via an API

    Every "great" web application does it. Open up access to data to developers and watch your community grow by leaps and bounds. Many of the requests seen here on this site could be solved by user applications (like an iphone app, data exporting, better web interface, better reporting w... more

    Every "great" web application does it. Open up access to data to developers and watch your community grow by leaps and bounds. Many of the requests seen here on this site could be solved by user applications (like an iphone app, data exporting, better web interface, better reporting with graphs) and would let your developers focus on core application fixes and improvements.

    by rosswil | 22 comments

    Status: planned

    We are very excited to pre-announce to the UserVoice forum the development of an API and the Finicity Software Partner Program. This has not been announced via the newswire because we don’t have a web site up and are really only in the beginning stages of creating our API and our software partner strategy. We do, however, want you to know that we hear you (this forum works!) and know that a strategy that enables other software developers to build and sell (or give away) apps that leverage our services is a good move for Finicity.

    So if you have an interest in building a Finicity Money Manager app for mobile devices (iPhone, Android, Symbian, Windows Mobile, Palm, Linux...) or for one of the social networks (Facebook, MySpace, Linkedin...) or one of the portals (iGoogle, My Yahoo!...), or for any other internet device that we haven’t even thought of (e-purse, e-refrigerator...), please send an email to appnetwork at finicity.com. We will begin a dialogue with select developers and walk through the formalities of a partnership with us.

    MvAdmin Admin
11. 143 votes

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    Have a biweekly Spending Plan view

    I would find it a lot more useful if my spending plan could be set up to be biweekly instead of monthly. My wife and I get paid biweekly and, as such, the month-by-month budgeting tools are not very useful to us.

    by MvAdmin | 14 comments
12. 112 votes

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    Envelope Loans

    If I overspend in one area, and I simply transfer funds from one envelope to another, it's an easy way to not hold myself accountable to my budget long term. Additionally, from a funding perspective it always looks like I funded $100 to Groceries even if I later transferred those funds to "r... more

    If I overspend in one area, and I simply transfer funds from one envelope to another, it's an easy way to not hold myself accountable to my budget long term. Additionally, from a funding perspective it always looks like I funded $100 to Groceries even if I later transferred those funds to "random unnecessary envelope".

    On the other hand, if I could simply "loan" money from one envelope to another, I stay accountable even for my overspending. If I "loan" $100 from my grocery budget to household repair, I would be able to see next period that my household repair envelope owes my grocery envelope $100.

    This would typically be used for periodic expenses that it's difficult to budget for. If I think that I'll spend $1200 on household repairs this year, I would setup my funding at $100 per month. However, if 1 month into it (envelope balance $100) I have a $200 expense, I wouldn't just want to transfer $100 from another envelope permanently because the long term result is overfunding one envelope and underfunding another.

    Envelope loans would solve this issue effectively and increase budget accountability.

    by cbattles | 6 comments
13. 95 votes

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    Add a better interface for working with Funding Profiles

    The current method of working with Funding Profiles is not intuitive. You have actually (1) start a Funding process, (2) select the radio button for "Fund using a saved profile", (3) and then select the appropriate Funding Profile via the drop down list. At this point you can actually e... more

    The current method of working with Funding Profiles is not intuitive. You have actually (1) start a Funding process, (2) select the radio button for "Fund using a saved profile", (3) and then select the appropriate Funding Profile via the drop down list. At this point you can actually edit (i.e., change $ values in the boxes) and then click Save Profile. This will prompt you for the name to use to save this particular profile. After saving the profile, you will need to Cancel out of the Fund process that you originally started just to be able to edit the profile. To edit another Funding Profile means going through all the above steps again for the next profile. To Delete a profile, steps 1 through 3 must be followed and then use the drop down list a second time to select DELETE at the bottom of the drop down list window. Next to this DELETE button is an EDIT button which really means RENAME. Again, not very intuitive for a new user!

    by Classic53 | 4 comments
14. 87 votes

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    Set a maximum envelope funding goal

    There are envelopes that shouldn't be funded any more money once they reach a goal amount. If that amount is reached then automatic funding should stop and the money should remain in the income cash pool or be prompted for where to spend the "extra". The envelope should be noted someh... more

    There are envelopes that shouldn't be funded any more money once they reach a goal amount. If that amount is reached then automatic funding should stop and the money should remain in the income cash pool or be prompted for where to spend the "extra". The envelope should be noted somehow that it is a "goal reached" envelope - turn it green or something.

    by garysharp | 5 comments
15. 79 votes

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    Envelope Notes

    It would be nice if you could add more detailed information about each envelope. This would be useful in calculating individual information that make up the entire amount in the envelope.

    by MvAdmin | 8 comments
16. 74 votes

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    Provide way to consolidate envelopes

    I originally set up a lot of envelopes. Now I want to simplify and remove some envelopes. Please provide a function to help bulk move transactions from one envelope into into another. This process should include changing the funding transactions to point to the new envelope.

    by corky | 7 comments
17. 73 votes

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    Add ability to associate an envelope with an account.

    It would be nice to be able to associate an envelope with the account that should hold those funds. Say you want your vacation envelope in savings and you just purchased plane tickets with you credit card, when you assign that transaction to the Vacation envelope something in Mvelopes should sugg... more

    It would be nice to be able to associate an envelope with the account that should hold those funds. Say you want your vacation envelope in savings and you just purchased plane tickets with you credit card, when you assign that transaction to the Vacation envelope something in Mvelopes should suggest transfering $xxx from Savings to the account associated with the Money For credit card envelope (probably checking).

    Any time you spend money in one account and assign it to an envelope associated with a different account it would be added to the suggested Transfer list.

    by csharpdev | 13 comments
18. 70 votes

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    Button to bring negative envelope up to $0 in funding window

    I don't divvy up my cash from the income cash pool as it comes in. Instead, I take care of all the important things first...right when I get paid. For example, I pay the mortgage and send some to savings. Say payday is on the 1st. I'll pay all the bills that are due and send some to savings. ... more

    I don't divvy up my cash from the income cash pool as it comes in. Instead, I take care of all the important things first...right when I get paid. For example, I pay the mortgage and send some to savings. Say payday is on the 1st. I'll pay all the bills that are due and send some to savings. I'll leave what's left over in the income cash pool. As I spend money, that means envelopes go negative. I wish there were a button beside each envelope in the funding window where I could just hit it and it would automatically put the correct amount in the box for funding. It might even be nice to have a master funding box that would fund all negative envelopes. If there weren't enough funds available in the income cash pool, it could give an error.

    by Michael Mason | 12 comments
19. 67 votes

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    Download Pending Transactions

    My bank takes a long time in some cases to move Pending transactions into cleared transactions. It would really save time and help stay up to date if those transactions were downloaded the Pending transaction area.

    by cbattles | 8 comments
20. 64 votes

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    Add better reporting with ability to search all fields.

    It would be wonderful to be able perform wildcard searches not only for the "Payee" but for all fields.

    by esmolitor | 8 comments