Roadmap

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.

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
• Maybe API
• Global search
• Mobile app
• Additional data sources (i.e. Yahoo Finance, Open Banking, etc.)
• Dark / light mode
• Demo mode
• I18n translations to the app
• Design system update

Considering

• Manually importing security prices for missing securities
• EU banking providers
• Vault
• Other mini apps/tools like forecasting, investing, debt, benchmarking, estate planning, taxes
• Custom views & widgets
• Crypto integrations
• Account-level insights and projection

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

Join our Discord and let us know