Product Roadmap
See what we're working on and what's coming next
Open Feature Requests 7
Custom Reporting Capability
Right now, there is a historic balance section with the ability to export a CSV. It would be grea...
Buy or Rent Decision-Maker
This feature would assist users in deciding on whether to buy a home or continue renting. By ente...
Financial Stress Tester
This tool would help users understand how resilient their financial situation is under various st...
Investor Personality Profiler
This psychometric test would help users understand their investment risk tolerance and suggest in...
Finance 101: A Learning Hub
A comprehensive educational resource that would be dedicated to improving users' financial litera...
Budgeting Tool
The idea is to provide users with a streamlined, intuitive way to plan their monthly finances, tr...
Planned 1
Add Global Auto Integrator
Add automatic connections to an additional 20,000 institutions. New Countries: Australia New Z...
In Progress 2
BUG: INR holdings not being calculated correctly
In the Assets by Account, conversion is not being done correctly of INR assets. This causes my IN...
Complete 4
Automated Integration
API integration with banks and financial platforms to import data automatically for paid users.
Non open banking saving/ISA accounts
Accounts that don’t support open banking - manually add the balance, select an interest rate and ...
Report overview
For the asset overview pie chart in the overview tab, it splits up your different accounts based ...
Financial Independence Simulator Module
This would be a tool that helps users map out their path to financial independence by inputting t...