Feature Requests

Would love direct API integration with Capital One’s system. Andres mentioned it to me as a potential feature, but just wanted to add it to this list. Would be awesome.

Would be great to see support for importing transactions via csv or something like that. Some cards/accounts (mainly Apple Card) don’t support plaid, but might offer standardized exports or something similar.

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

My wife and I both have Venmo accounts that I need to budget for. It would be great to be able to support more than one account that can pull descriptions

Support importing statements for Apple Savings similar to Apple Card

Track transactions by hand for things like cash payments and accounts not supported by Plaid.

Currently, accounts a updated on some mystery/unknown schedule. It would be nice to have a way to force an update of the accounts data, or at least know that last time an account was updated.

Seems like this is out of scope, but would be great to be able to see my portfolio performance in copilot. Personal Finance currently does this for me but it’s imperfect (doesn’t update often enough, doesn’t accurately capture cost basis). This would be huge if you guys could do it. A copy of PF Portfolio functionality would already be a massive improvement. At the minimum it would be good to track net change daily for all investment accounts.