Feature Requests

It would be handy if the account screen would show you what percent of credit you are using on an account and what percent of a loan you've paid off from the original balance.

Manage and view shared budget expenses within a household

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.

Ability to see the kelly blue book value of my car

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)

At the moment it seems finwise isn't aware of an asset that a loan is associated with. A house should be linked to a mortgage, a car to a car loan.

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.

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).

Move and organize your accounts into custom groups