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
• Investment portfolios
• Transaction rules engine

Up next

• Recurring/future transactions
• Additional bulk editing tools

Planned

• User-specific views within Family
• 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

Completed 🎉

Note: the current app has far more features than listed below. These are just a list of completed items since we started tracking the roadmap.

• Basic account flows
• Transactions view
• Tags, merchants, categories and subcategories
• Basic investment views
• Budgeting app
• 2FA