Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
Cash flow forecasting with shortfall alerts
Add a cash flow forecasting view that projects account balances over the next 90 days (or a user-defined horizon) using recurring income, recurring bills, subscriptions, and budget allocations.
Key capabilities requested:
– Pull in known recurring income and expenses automatically to build a forward-looking cash flow timeline
– Alert the user when a projected balance is expected to drop below a custom target amount or below $0 in a selected account
– Allow users to set the planned frequency for budget line items (e.g. “groceries – weekly”) that span multiple transactions per month, so the forecast distributes spending accurately across the period
This would help users proactively identify and avoid shortfalls before they happen, rather than reviewing spending only after the fact.
Top Requests
- Budget for Parent Categories instead of Sub-Categories 228 Votes
- Set account as Closed 190 Votes
- difference in amount between pending and confirmed transaction 176 Votes
- Multi Currency 159 Votes
- Upcoming bill amounts and due dates for linked credit accounts 114 Votes