u/New-Bee-8867

UX/UI request: Rules

I use rules a LOT. Rules were the initial reason I switched over from Mint (where rules never worked) and it's a major reason I bought a lifetime membership (when they existed.) I'd love if there were a Rules shortcut on the left-hand menu, instead of having to click a few times to get to it in settings. Yes, I know I am prompted to create a rule, but I often want to go in and tweak or manually run a rule. Thanks :)

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u/New-Bee-8867 — 21 hours ago

"Financial" letters of reference — useful?

EDITED TO ADD: This is on TOP of the bank reference letter that states their accounts / balances.

I'm curious how common this is. A co-op we're dealing with is requiring two financial reference letters from each applicant—including each spouse in a married couple. Have others run into this? If so, who typically provides the letters (banker, financial advisor, accountant, etc.)? Did you find them to be meaningful or mostly just another formality?

reddit.com
u/New-Bee-8867 — 11 days ago