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Settings (30)
Automation (11)
HSA Debit Card Tracking
Like you do for Schedule C, have the ability to aggregate and download HSA transactions for tax purposes.
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Trackers
1
Being able to see pending charges
It would be so helpful to see what I owe on each card including transactions that haven't posted to my statement yet. Less mental math haha
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Trackers
1
Reoccurring Charge Calendar View
Create a view in Calendar format that maps out monthly reoccurring charges
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Trackers
1
Track spending per month per card Bilt
Track spending per card, per month. Add as an option on the insight. This is really important with the bilt spending to unlock mortgage and/or rent payments.
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Trackers
1
Bilt Card Transaction
Adding the 1st of the month multipliers could be really nice but I would love to get a reminder of completing the 5 transactions required to earn bilt points.
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Trackers
30
Option to add bonus rewards up to limit offer
I see mention that a feature is available via "custom offer" but I have been unable to find it. I see sign up bonus tracker retention bonus tracker transaction bonus tracker but none of these methods have a way to have Chase offer of 5%/$1000 on grocery, gas and resturant from April 1 June 30 tracker
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Trackers
2
Category based trackers
Add trackers for category spend. Even better if you automate it E.g. Chase/my bonus, CFF, discover, CCC, BoA CCR
1
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Trackers
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in progress
7
Maximum spend tracker. Chase $120k spend
It would be nice to be able to track the annual spend bonus tier & perks with cards. ie Chase Card spend $120k get: $500 credit for Chase shops, IHG Diamond status, Southwest A-list status, $500 Southwest travel credit
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Trackers
1
Track Southwest Companion Pass Progress
Allow users to combine their Southwest card earning with their spending to see how they’re tracking towards Southwest companion pass.
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Trackers
1
Add manual tracking for lounge visits
I get lounge access for free from some cards and would like to track when I enter those lounges, to see how much I use them.
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Trackers
1
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