Feature Requests

Savings goal feature

Request ability to access budget information through a Copilot website.

Selectively share budgets and transactions between two copilot accounts. Couples commonly have shared credit cards, bank accounts, and budgets while individually maintaining personal accounts. It lets everyone get a more comprehensive view and can share category review / exclusions across accounts.

Show statement amounts and due dates in Copilot

Would be helpful to be able to see the progress on loan accounts: Interest Paid so far Next Interest Payment Interest Graph Principal paid so far Upcoming Principal payment Principal graph (should be in the same graph as interest graph) And maybe automated suggestions on how to pay less interest in the loan by suggesting higher principal payment options. Something similar could be done for credit cards too maybe but would be great for mortgage, car loans and other loans. Part of budgeting is understanding debt and managing it better.

I’d really like to be able to look forward in time to see how my assets and debts look in the future based on my budgets and how I adhere to them.

Support budgets that don't fit in the month-to-month model (yearly, quarterly, etc).

I would like to categorize my different types of income using unique names such as interest income, dividend income, capital gains, wife’s salary, husband salary, Social Security income, other income, miscellaneous income, etc.

Show credit score and chart changes over time.

This app would be perfect for the iPad.