Planned
Custom Category & Account Sorting
Add the ability to manually rearrange the order of categories and accounts instead of only sorting them alphabetically or by default order. This would allow users to organize their FreeBudget setup in the way that makes the most sense to them. For example, users could place their most-used categories or accounts at the top, group related accounts together, organize categories around their personal budgeting workflow, or control how items appear in the Dashboard, Reports, and Budget tabs.

Mike 3 days ago
Planned
Custom Category & Account Sorting
Add the ability to manually rearrange the order of categories and accounts instead of only sorting them alphabetically or by default order. This would allow users to organize their FreeBudget setup in the way that makes the most sense to them. For example, users could place their most-used categories or accounts at the top, group related accounts together, organize categories around their personal budgeting workflow, or control how items appear in the Dashboard, Reports, and Budget tabs.

Mike 3 days ago
Category Groups for Reports
Add the ability to organize categories into higher-level groups, such as Housing, Utilities, Transportation, Health & Fitness, etc., and display those groupings in reports. Currently, reports show categories in a flat list. This feature would allow users to create or assign categories to groups so the income and expense report can be viewed in a more organized, management-report style format, while still keeping the default experience simple for users who do not need grouping.

Mike 4 days ago
Category Groups for Reports
Add the ability to organize categories into higher-level groups, such as Housing, Utilities, Transportation, Health & Fitness, etc., and display those groupings in reports. Currently, reports show categories in a flat list. This feature would allow users to create or assign categories to groups so the income and expense report can be viewed in a more organized, management-report style format, while still keeping the default experience simple for users who do not need grouping.

Mike 4 days ago
Completed
Improved dashboard drag and drop
Improving the UX of the dashboard drag and drop to allow users to move all charts to full length and half length.

Mike 9 days ago
Completed
Improved dashboard drag and drop
Improving the UX of the dashboard drag and drop to allow users to move all charts to full length and half length.

Mike 9 days ago
Calendar View for Transactions
Add a monthly and weekly calendar view that shows transactions on their actual or scheduled dates. Users should be able to see upcoming bills, paychecks, and spending patterns in a timeline instead of only in tables and reports.

Mike 14 days ago
Calendar View for Transactions
Add a monthly and weekly calendar view that shows transactions on their actual or scheduled dates. Users should be able to see upcoming bills, paychecks, and spending patterns in a timeline instead of only in tables and reports.

Mike 14 days ago
Dedicated Payee (Merchant) Field
Introduce a separate Payee field for merchants, distinct from Description/Notes. Enables cleaner transaction organization, better merchant tracking, and faster entry with auto-fill based on past payees.

Mike 16 days ago
Dedicated Payee (Merchant) Field
Introduce a separate Payee field for merchants, distinct from Description/Notes. Enables cleaner transaction organization, better merchant tracking, and faster entry with auto-fill based on past payees.

Mike 16 days ago
Scan Receipts to Create Transactions
Allow users to take a photo of a receipt and automatically create a transaction with the extracted details. This could significantly reduce manual data entry.

Mike 18 days ago
Scan Receipts to Create Transactions
Allow users to take a photo of a receipt and automatically create a transaction with the extracted details. This could significantly reduce manual data entry.

Mike 18 days ago
Completed
Improved CSV Import with Column Mapping
Allow users to map CSV columns during import and save the mapping as a reusable template. This would make recurring imports much faster and easier.

Mike 18 days ago
Completed
Improved CSV Import with Column Mapping
Allow users to map CSV columns during import and save the mapping as a reusable template. This would make recurring imports much faster and easier.

Mike 18 days ago
Merge Accounts or Categories
Allow users to merge duplicate accounts or categories together while automatically updating existing transactions. This would make it easier to clean up and reorganize financial data.

Mike 18 days ago
Merge Accounts or Categories
Allow users to merge duplicate accounts or categories together while automatically updating existing transactions. This would make it easier to clean up and reorganize financial data.

Mike 18 days ago
Option to Show Last Used Category When Categorizing Transactions
When categorizing a transaction, show how similar transactions were categorized previously. This could make categorization faster and help keep categories consistent.

Mike 18 days ago
Option to Show Last Used Category When Categorizing Transactions
When categorizing a transaction, show how similar transactions were categorized previously. This could make categorization faster and help keep categories consistent.

Mike 18 days ago
Keyboard Shortcuts for Faster Navigation
Allow users to navigate FreeBudget quickly using keyboard shortcuts instead of a mouse. This would make managing finances faster for power users who frequently review transactions or reports.

Mike 18 days ago
Keyboard Shortcuts for Faster Navigation
Allow users to navigate FreeBudget quickly using keyboard shortcuts instead of a mouse. This would make managing finances faster for power users who frequently review transactions or reports.

Mike 18 days ago
Shared Transaction Review
Flag transactions for review so another household member, collaborator, or future you can follow up later.

An Anonymous User about 1 month ago
Shared Transaction Review
Flag transactions for review so another household member, collaborator, or future you can follow up later.

An Anonymous User about 1 month ago
More Flexible Data Filtering
Improve backend filtering foundations so data views can stay cleaner and more consistent.

An Anonymous User about 1 month ago
More Flexible Data Filtering
Improve backend filtering foundations so data views can stay cleaner and more consistent.

An Anonymous User about 1 month ago
API Consistency Improvements
Make behind-the-scenes API improvements that support long-term reliability and faster iteration.

An Anonymous User about 1 month ago
API Consistency Improvements
Make behind-the-scenes API improvements that support long-term reliability and faster iteration.

An Anonymous User about 1 month ago
Financial Goals
Track progress toward goals like saving more, paying down debt, or building a stronger emergency fund.

An Anonymous User about 1 month ago
Financial Goals
Track progress toward goals like saving more, paying down debt, or building a stronger emergency fund.

An Anonymous User about 1 month ago