Roadmap

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Zach Gollwitzer edited this page Nov 18, 2024 · 6 revisions

This roadmap will hopefully serve as a way to see just how much is in the works in the short and mid term, as well as provide some things to look forward to.

Have an idea, integration suggestion, or see something that can be improved?

Join our Discord and let us know.

In Progress

AI assistant
Plaid integration
Budgeting app
Investment portfolios

Up next

Recurring/future transactions
Subcategories
More color options for categories
Additional bulk editing tools
Transaction rules engine

Planned

2FA / Oauth
Global search
Dark / light mode
Demo mode
I18n translations to the app
Design system update
Crypto integrations
Custom views & widgets
Account-level insights

Considering

Maybe API
Additional data sources (i.e. Yahoo Finance, Open Banking, etc.)
Mobile app
Manually importing security prices for missing securities
EU banking providers
Vault
Other mini apps/tools like forecasting, investing, debt, benchmarking, estate planning, taxes
Forecasting and projections

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