Planned
1Committed and queued
In Progress
1Actively being built
Done
19Recently shipped
New account type Commodity (Gold and Silver) linked to market rates
Pls consider adding a new account types for commodities like Gold and Silver which are linked to market prices based on...
iPhone Duo support
Ensure layouts are properly supported and optimized for the newest iPhone’s poses.
Collapse and Expand status of the accounts and goals inst stored. It resets at app launch.
Ideally the status of each section some/all collapsed or expanded needs to be marinated unless changes explicitly by...
'Update All' balances UI improvements
Streamlining the text field interactions and layout when updating multiple account balances.
Loan Payment Date
Revise loan payment date to be first day of month instead of last day of month. More common for mortgages. Final...
Record notifications
Create scheduled reminders for any record. For example when it’s time to update your family’s will.
Loan payoff timeline
Identified an issue where a loans APR and interest applied was slightly off, causing a few months deviation in payoff...
Action button and toolbar rearrangement
Reorganizing the Add and Update buttons within toolbars to make them more accessible rather than hidden in menus.
Collapse or Expand Groups Quicker
Long press on a list group header and collapse or expand one or more groups. Also including an Add menu to quickly add...
Brand Logo Search Integration
Easily add a company’s image to any account or record for more personalization.
Track Holdings & Asset Allocations
Add individual stocks, ETFs, crypto…or anything that can be viewed on Yahoo Finance. Enter quantity’s and see an...
Multi-Currency Support
Set the app currency in Settings, or assign a special currency to any account. Exchange rates refresh from the web once...
Widgets
Add net worth, account, and goal widgets to your device’s Home Screen or Lock Screen
Siri Support
Use Siri, app intents, and shortcuts to update account balances outside of the app.
Grow future contributions versus inflation
Each account can be assigned future monthly contributions, and these can adjust versus inflation. For example, it is...
Inflation Support
Set an app-wide inflation value, so that future projects can be shown in today’s dollars. Toggle and setting is...
Split an Account Across Goals
Within a goal, choose an account to link but only assign its value partially. For example, 50% of a savings account...
FIRE Calculator
Add a dashboard card for FIRE or Coast FIRE
Record Attachments
Add images or documents to your records