What is being built now, what comes next, and what is still being weighed. Plans move; shipped work moves to the changelog.
Last updated
Now
What is being built at the moment.
A second way to connect a bank. For the banks our main connection provider struggles with, RBC with 2-step verification first among them, a backup route through a second provider, offered right in the bank picker.
Balances that refresh when your bank does. The nightly sync and "Sync now" can still leave a stale figure on the dashboard in a few cases. The last of those are being closed.
A brokerage refresh that fails says so. A failed refresh could leave accounts marked as syncing with the error wiped. It will name the problem and offer the fix.
Next
Planned, in roughly this order.
A cash-flow forecast. Project your balance forward from your recurring bills and income, and get a warning when a payday will not be reached.
Which book a budget or goal belongs to. With business and personal books, a budget or a goal will say which one it reads from.
What a connection will be like, before you start. Which accounts arrive, how often they refresh and what the bank cannot send, without a wall of warnings.
A budget with nothing spent looks different from a budget with no accounts behind it. Today both read as $0.
Later
Being weighed. Not promised.
A native iOS and Android app. The web app works in a phone browser today. A store app is being weighed against what it costs to keep two more builds current.
Shared books. Two people on one set of books, with each person's data kept under their own key. The encryption model is the open question.
Transfers between your own accounts on the cash-flow page. Matching both sides so a move between your own accounts stops reading as spending.