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I’m coming from YNAB like many other folks. Before trying ZeroSum, I gave Lunch Money a shot. One thing that really stood out to me was the option to connect to an AI using an MCP. This allowed me to work directly with an AI to discuss my budget and even bulk modify my budget and plan. While this is definitely not a dealbreaker(I really love what I see with zero sum!), it would be very nice to have.

Migrated from UserJot · originally requested Apr 2026 · 7 votes.

In Review

MCP server

Pedro

It would be nice to have the ability to adjust the column widths in the accounts. This is especially helpful when you have longer notes or category names.

Migrated from UserJot · originally requested Jun 2026 · 10 votes.

Adjustable Columns in Accounts

Ability to select multiple categories from which to cover overspending if available amount in categories picked so far is smaller than overspent amount

Migrated from UserJot · originally requested Jun 2026 · 3 votes.

Cover overspending from multiple categories at once

Let's say I want to edit the category for a given transaction. This currently requires three clicks: first one selects the transaction, second one "opens" the transaction (for editing), third one selects the actual category input so I can now edit it.&nbsp;If the second click took into account where the user was clicking, it could make the workflow a little smoother by only having two click twice (eg. if clicking the category section then after the second click it would open up the category text box for input, or similar for payee, outflow, etc.)

Migrated from UserJot · originally requested Jun 2026 · 4 votes.

Quicker clicking in transaction page

Currently when we click on the payee field, a payee box will open. However the cursor is not at the payee box. We need to deliberately touch the payee box to be able to open up the keyboard. Would be nice to have the cursor at the payee field and the keyboard already open.

Migrated from UserJot · originally requested Jul 2026 · 6 votes.

Would like cursor to be at Payee field

Wouldn't it be great to open up all of the splits on a transactions/account view at once?

Migrated from UserJot · originally requested Jun 2026 · 6 votes.

Split Transactions View

When the balance doesn't match during reconciliation, the only option is to create an adjustment, which doesn't help solve the problem. It would be helpful to have an intermediary step where the balance discrepancy is highlighted while transactions are cleared/added and then, once the balance is the same, the reconciliation can be finished.

Migrated from UserJot · originally requested Jun 2026 · 8 votes.

Add intermediary step to reconciliation

It's awesome that credit cards can now have goals, but often, you need to pay off your balance by a certain date. Having the ability to set a "pay by" date as a goal and have Zerosum calculate how much you'll need to budget every month would be a great addition!

Migrated from UserJot · originally requested Jul 2026 · 3 votes.

Create "Pay by [date]" goals for credit cards

In the best case scenario, reconciling currently requires 4 clicks per account which adds up fast if you have lots of accounts. Would be cool to be able to reconcile all accounts at once through a single dialog / experience - reducing to as low as 3-4 clicks total.This should probably live on the Accounts tab.Requirements- Single screen with a looks good / different balance toggle for each account (defaulting to looks good)- Perform the sync comparison across all bank-linked accounts simultaneously- For any marked by user as looks good, reconcile- For any marked by user as different balance, initiate a guided experience that takes them through each account page to reconcile manually (or just add a flag to each account requiring review if that's easier)

Migrated from UserJot · originally requested Jun 2026 · 10 votes.

Reconciliation wizard

Use case: I purchased something with paypal and thought it would be charged to my (unlinked) credit card, so I manually entered the transaction in my credit card account. Paypall charged the cost to my (linked) checking account instead, so there the transaction is now available for approval. I moved the manually entered transaction from my credit card to my checking account (as that one already contains the right payee and category), but no linking logic happens. I'll just reject the synced transaction but it would be a nice to have if ZeroSum would recognise those two transactions could have gotten linked.

Migrated from UserJot · originally requested Jun 2026 · 3 votes.

Check for matched transactions when moving a transaction from one account to the other

ZeroSum on iOS and Android, built native. Manage your budget, log transactions, and check your numbers on the go — with the speed and feel of a real app, not a browser tab.Migrated from UserJot · originally requested Mar 2026 · 45 votes.

Planned

Native Mobile Apps

I use the YNAB API to pull in current category balances for a couple of spreadsheets I use for various projections. It would be awfully nice not to lose that ability if I switch over.

Migrated from UserJot · originally requested Jun 2026 · 18 votes.

Scheduled transactions seem to post automatically when the day arrives. Could we have an option to review them before posting? I often use scheduled trx as reminders to myself to do something (e.g. sweep funds into an account to cover an upcoming bill, pay off 0% CC before offer period ends, remind someone to reimburse me for something). Or might just have a regular bill that's higher than usual. Without an approval workflow, these risk falling through the cracks.

Migrated from UserJot · originally requested Jun 2026 · 23 votes.

Approve / reject scheduled transactions

Could you please add the ability to favorite some accounts so that they can optionally appear above the rest of the accounts / account groups?&nbsp; I have 6 of my most recently used accounts set as Starred in YNAB and like the quick access without having to scroll between checking/savings and credit card account groups.I still like the idea of keeping checking and savings accounts in a Cash group and then credit cards in a Credit Cards group.

Migrated from UserJot · originally requested Jul 2026 · 4 votes.

Add a Favorite accounts feature

I use Tags as a sort of sub-category. A great example is as a means of analysing the spend in my Vacation category. So one of my tags might then be "Greece '26". Once that vacation is over I will not need this tag again but I will want it to appear in tag based reports.Another example is Home Improvements. I will not need my "Driveway: tag again for many years, if ever.

So, my feature request is for a way to hide Tags please.&nbsp; In just the same way as we can hide Categories.

Migrated from UserJot · originally requested Jun 2026 · 6 votes.

Hidden Tags

On the mobile view when you hit add Transaction and if you enter a Payee first, can it be set to change the account to the last used account?&nbsp; This is how YNAB is and its a big time saver, for example: Costco = Costco Citi Visa card, Grocery Store = a different credit card, etc.It would also be helpful if the behavior on the web was the same when working in the All Transactions view.&nbsp;&nbsp;Thank you!

Migrated from UserJot · originally requested Jul 2026 · 10 votes.