Feature Requests

Empower/Personal Captial has a feature where it tells you upcoming credit card bill due dates. This is extremely helpful if you manage several credit cards. The aim would be to have a column where it shows the date for upcoming due dates, where you can organize by the closest due date to help stay on track. Thank you!

I'd like the ability to add my significant other to my account to view the same data.

I'm requesting the ability to edit the Merchant of transactions. See screenshot for example. This is a payment I make every month regarding my Health Insurance to a company called Liberty Healthshare. However, as a merchant it shows up as Stripe Healthshar rather than the actual Merchants name. It would be nice to be able to properly categorize the merchant.

Feature would let users select which page they wanted to have load when they visit the root URL (/) as the personal dashboard may be more valuable than just the standard profile/account overview.

"Would be nice to have a power bi like function where you just create custom calculations with dynamic variables in a separate tab that work globally and are just their own variable. Implied cash drag or uninvested cash ratio or %chg in category spending MoM" by jslatt (discord)

When applying rules, I think they apply to all transactions. I may not be totally correct. Ideally when setting a rule I would have the option to apply retroactively (with respect to transaction date of creating rule), prospectively, or a custom date range. Ideally prospective/retro would just show the dates it will be using.

For instance, a Zelle to my landlord for > 3000 is rent, a Zell for < 200 is utilities, but everything else is the exact same.

Would be great to have built out templates for the 3 financial statements you would get in a 10-K... have a personal balance sheet with all assets & liabilities (home, etc.) and even could add car with depreciation schedule for the asset value. (Straight line 10% YoY for example.) Then a income statement/cash flow statement with no real accrual accounts so same same. Having those blocks exist in a well formatted manner would be very nice especially if you could save them YoY to look at changes. So I could see cash & cash equivalents grow YoY and long term debt drop etc.

When looking at a chart, it is nice to see the total for the time period on the left hand side. It would also be great if we could see an average spend below that total # as well. Just a more comprehensive snapshot.

Hello, I would love to have the ability to drill down in a block for more detail (e.g., the ability to click on a category and understand the expenses for a given month when I want to understand what drove my spending in the 'category trend over time block'). I find myself wanting to do this all the time as I use blocks that show high level data trends. Currently, I am having to create new blocks and pages to accomplish this, but I can't always anticipate what I want to drill down into for more detail.