Feature Requests

Savings goal feature

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.

My fidelity accounts are linked and you have a view into monthly contributions into various savings accounts including 401k, 529, IRA accounts etc. It would be very helpful to get a complete view of my full savings, after taking into account these contributions. Currently, the app only takes into account the Net Pay into a Bank account for “income” purposes.