Feature Requests

Would be cool to be able to link the Absa Stockbrokers and Portfolio management Online Trading Platform for individuals -

Usually, when filtering transactions, I want to sum their amounts in addition to seeing each individual item. So it would be nice to see total in and total out amounts at the top or bottom of the Transactions view.

This has been the bane of my life with all financial software (except for Microsoft Money). I have a big receipt and I want to categorise the transactions by type inside the receipt. What I usually do is scan the receipt and then add up the values and then it could be that groceries is 123.44 and cleaning is 55.33. In Microsoft Money (a lot of love for the software) allowed one to input values in the total value to automatically sum it. Right now to do this, I have to open calculator on the PC and then do the sum and then input the calculated value in the cost bar. If a basic calculator could be added into the cost bar, it could be cool. Perhaps I am the only one that really needs this feature.

Ability to see the kelly blue book value of my car

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.