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Income & Savings (4)
Platform & Country Support (6)
Investments & Crypto (4)
Accounts & Integrations (13)
Reporting (6)
Categories & Recurrings (15)
Transactions (12)
Customization & Notifications (5)
Add notes for Goals
Be able to add notes on each Goal for more context and details as necessary
2
Display Transaction Timestamps
Be able to see when a transaction was made by Date and Hour.
3
Debt Payoff Goal
Goal specifically for tracking the payoff of debts.
87
Retirement Goals
Goals that take into account compound interest and/or expected investment performance when calculating estimated goal timeline.
143
Copilot Intelligence: AI Assistant
AI Assistant that allows users to request more in-depth information of their transaction as well ask questions pertaining to their transactions and budgets.
195
Hide excluded categories
Toggle between showing / hiding excluded categories from the Categories tab view.
19
Archive Tags
Ability to archive tags.
78
Tags Dashboard
Tag dashboard for easier tag viewing and reporting. The ability to see YTD total when filtering the transactions by Tags.
245
Delete all transactions before certain date
The ability to delete all transactions before certain date. Like all transactions before 1/1/2024
91
Investment tab more than 1Y
Investment trends longer than 1Y view
893
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