Feature Requests

I’d love to see a tab in the “month in review” area for the total expense by category view. You already have a tab for the total overspending/underspending view from your budget by month.

See YTD totals for Spending and Income throughout total spending, income, and individual category views. Additional timeframes to include: Quarterly, semi annual, and Year to Year

Show the next month's budget before the next month begins to allow for planning.

I'd enter my holdings and Copilot would look up the spot rate and convert to USD

Add Income vs. Expenses, cash flow graph view.

Category groups don’t export with CSV. This makes it impossible to duplicate the Copilot category view in a spreadsheet.

See income alongside budgets so you can see what you have leftover to save

We should have the ability to create different categories within an account. I noticed with Robinhood integration it shows you the total worth and then when you tap on the card it breaks it down between each stock. It’d be nice to be able to do this under a manual account for a crypto wallet or paper cash + coins.