Feature Requests

We are planning to build a rules engine whereby you will be able to define rules for how your transactions should be categorized, split, and edited etc.

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.

Identify any recurring bill payments and subscriptions, display them on a calendar and help the user identify subscriptions and even suggest ones that might be reduced. (Display the total amount of subscriptions monthly as this is an increasingly covert and onerous cost that is not always apparent)

I have a lot of accounts and by default I'd prefer to have most but not all of those accounts as one default view when I search transactions. But there are a few other ways of grouping my accounts I might do when searching transactions.

When reviewing transactions, ability to select a month, rather than having to filter via "From To" dates. Thank you.

In the Analyze tab, it would be great to see an average.

Move and organize your accounts into custom groups

I realize that this is probably a small request, but, coming from Mint, I liked that I could see breakdowns of the types of assets and liabilities I have in my Net Worth Overview when on the main Dashboard (which would translate to the Overview and Accounts pages here in FinWise).

Analyse past spending to auto create a budget (at least as a starting point, to make the budget creation process faster