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.

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

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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

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
• Custom views & widgets
• Crypto integrations
• Account-level insights and projection