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.

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 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 see the kelly blue book value of my car

Useful for splitting mortgage payments so that it's a credit to a mortgage and a debit to interest.

I'd like to be able to import Monzo and Natwest (mortgage)