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!
0
votes
Monthly net worth email report with change breakdown
It would be great to receive a monthly email summary of net worth changes – not just raw numbers, but a narrative explanation of what drove the change month-over-month. Ideally, this would break the drivers into two buckets: (1) changes from budget/spending behavior, and (2) changes from net worth account movements such as investment gains or losses, loan paydowns, and asset appreciation. A clear, readable breakdown of why net worth went up or down would make it much easier to understand financial progress at a glance without having to dig into the app manually.
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