Feature Requests

It would be useful to have a feature that allows users to project and track their Retirement Annuity (RA) and Tax-Free Savings Account (TFSA) pots. The goal is to calculate how these investments could grow over time based on basic inputs. Retirement Annuity (RA) Required Inputs: Current balance Time frame (years) Contribution amount Contribution frequency (monthly, quarterly, yearly) Annual contribution increase (%) Expected annual growth rate (%) Tax-Free Savings Account (TFSA) Required Inputs: Current balance Contribution amount Contribution frequency (monthly or yearly) Expected annual growth rate (%) Rules to apply: Contributions capped at R500,000 lifetime limit After reaching the cap, no further contributions are added — only growth is calculated Graph Display Each plan (RA, TFSA, and potentially others) should be displayed as separate lines on the projection graph Each line should be toggleable (on/off) for comparison or isolation A sum total line should be included to show the combined projected value of all active plans The sum total line should also be filterable, updating dynamically based on which individual plans are toggled on

The Plan Module can be a valuable tool for scenario planning. If one were able to alter the date view from months to years, you would have a very robust module that can provide information on a wide range of scenarios

Could you please create an option under 'frequency' in the calendar for once off transactions? I would like to remind myself of irregular or once off transactions that are not in my regular budget.

With Goals, you'll be able to clearly define all your financial goals, whether it be to pay off debt, save for a vacation, or become financially free, or anything in-between. You'll be able to track your progress towards your goals, and get actionable insights and tips to help keep you motivated and informed about your goal progress.

I am finding that I have many duplicate entries, though I am not sure why which is really wrecking the budgeting. Mostly they are the same values on the same day or subsequent day. FOr example I get two entries when I use Google pay to a merchant, one for the merchant and the same for googlepay. Quickly finding potential duplicates and allowing them to be removed would is critical

I use another service which allows me to specifically define, when they should do the sync of the accounts (also using Yodlee). I normally choose a period in the afternoon when I am awake and near my phone. Since I get notifications for some services like my bank accounts, whenever there is a login, when it happens during the 15 minute window I specified, I am sure it is the service logging in. If it is at another time when I haven't manually logged in, then I know I need to be aware and maybe pay attention in case it is an attempt by a bad actor. Ever since I switched to finwise, I am getting many notifications from my bank at odd times (especially since the finwise/yodlee implementation seems to fail often at syncing) based on the amounts of emails I get, so I am concerned that I no longer know if it is a legitimate login or a bad actor trying. RFE: Allow us to choose the time window of day (our local timezone) when the account syncs should happen 2.Only sync during that time window. If a service fails to sync. Wait until the next window on the next day I think this will also increase the reliability of syncing since everybody's accounts won't be syncing at the same time e.g. 5AM daily.

Ability to create groupings of one's expenses i.e. fixed expenses, monthly spending, targeted savings etc..

Manage and view shared budget expenses within a household