Feature Requests

Add Income vs. Expenses, cash flow graph view.

An integration with Amazon that would automatically categorize my purchases instead of each order being categorized with the total for that order. Currently I would have to check each order, break it up by item, and categorize each item. I used to do this is Mint, but it was too labor intensive.

Integration that automatically shows Apple Cash balance and transactions

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

Set up your budget for the entire year and then be able to see how you compare to your budget as the year progresses.

Allow for increasing/decreasing budget for a category with rollovers enabled without affecting previous months' rollover calcuation.

I would like to see how much i spent on a trip so would like a specific tag that is in addition to the default categories

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

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.

Real time updates on brokerage accounts like Robinhood. My account hasn’t been updated since January 16 and there’s no way to trigger a refresh without deleting the account and reconnecting