Completed
FullScreen Transaction View
I love the ability to filter and view transactions. But it only ever shows me a subset of all the columns associated with a transaction in the table. It would be great if there were a full-screen button or some other mechanism to view all the attributes for transactions, without having to go thru each one.
johnfdeluca 5 days ago
Low Priority
Completed
FullScreen Transaction View
I love the ability to filter and view transactions. But it only ever shows me a subset of all the columns associated with a transaction in the table. It would be great if there were a full-screen button or some other mechanism to view all the attributes for transactions, without having to go thru each one.
johnfdeluca 5 days ago
Low Priority
Planned
Auto-create Payee on transaction import
When I import transactions into an account, I want to be able to map a column in the CSV into the Payee field. Further, I'd like it to auto-create Payee if it doesn't exist.
johnfdeluca 5 days ago
Planned
Auto-create Payee on transaction import
When I import transactions into an account, I want to be able to map a column in the CSV into the Payee field. Further, I'd like it to auto-create Payee if it doesn't exist.
johnfdeluca 5 days ago
"Share lots" for investments
Right now there’s no share lots to see which portion of older purchases responsible for which unrealized loss. It can also be more convenient when deciding which part of holding to sell, based on the level of unrealized profit/loss of that portion.
dmytro_sv 5 days ago
"Share lots" for investments
Right now there’s no share lots to see which portion of older purchases responsible for which unrealized loss. It can also be more convenient when deciding which part of holding to sell, based on the level of unrealized profit/loss of that portion.
dmytro_sv 5 days ago
Separate tool to backfill Payee field in older transactions
The “Transactions Optimizations” page can have a separate sub-feature to allow backfilling Payees for existing old transactions. Same as it works right now for transfers by finding them. For example user already has “Amazon” payee. New transactions land into this Payee. But there’s no way to link old ones. New tool can search old transactions and suggest them to link to the selected Payee. User can review per-transaction, deselect the ones he thinks are not fit.
dmytro_sv 5 days ago
Separate tool to backfill Payee field in older transactions
The “Transactions Optimizations” page can have a separate sub-feature to allow backfilling Payees for existing old transactions. Same as it works right now for transfers by finding them. For example user already has “Amazon” payee. New transactions land into this Payee. But there’s no way to link old ones. New tool can search old transactions and suggest them to link to the selected Payee. User can review per-transaction, deselect the ones he thinks are not fit.
dmytro_sv 5 days ago
Account data backups
Different thing from the data export. Data export is a verbose and transformed human-readable format of data. Backups on another hand is a structure that allows to literally backup all user-specific information – data, settings, keys, etc. ability to export backup; ability to import backup to restore older account state. Useful for the cases when user did some import and messed up his data, or just wanna rollout changes at some point in the history; scheduled reccurring backup (once in a period of time); Feature closes the gap of restoring “broken state” (after bad statement import, after accidental deletions, etc), and allows users to switch to self-hosting/cloud version smoothly.
dmytro_sv 6 days ago
Account data backups
Different thing from the data export. Data export is a verbose and transformed human-readable format of data. Backups on another hand is a structure that allows to literally backup all user-specific information – data, settings, keys, etc. ability to export backup; ability to import backup to restore older account state. Useful for the cases when user did some import and messed up his data, or just wanna rollout changes at some point in the history; scheduled reccurring backup (once in a period of time); Feature closes the gap of restoring “broken state” (after bad statement import, after accidental deletions, etc), and allows users to switch to self-hosting/cloud version smoothly.
dmytro_sv 6 days ago
In Progress
Schedule Subscription and Bill Payments
I need to be able to create a subscription that repeats on a specified date, allowing users to set an end date and frequency for each payment. The transaction can be generated from within the subscription itself (I don't have access to my bank account). Use cases: The internet bill arrives on the 4th of each month. Create a subscription that notifies you on the 4th, allowing you to mark the payment as completed. This subscription can then repeat indefinitely. If you buy a shirt on installments (March 3rd, 3 installments), create a subscription that will automatically end after 3 installments. If you buy cat food every month, the payment date can vary. For example, you could set it to repeat on the 10th of each month but allow payment before the due date. Note: In my case, this would need to be done manually since I don't have access to my bank account. This would make manually entering transactions much easier.
Nicolás Ottonelli 10 days ago
In Progress
Schedule Subscription and Bill Payments
I need to be able to create a subscription that repeats on a specified date, allowing users to set an end date and frequency for each payment. The transaction can be generated from within the subscription itself (I don't have access to my bank account). Use cases: The internet bill arrives on the 4th of each month. Create a subscription that notifies you on the 4th, allowing you to mark the payment as completed. This subscription can then repeat indefinitely. If you buy a shirt on installments (March 3rd, 3 installments), create a subscription that will automatically end after 3 installments. If you buy cat food every month, the payment date can vary. For example, you could set it to repeat on the 10th of each month but allow payment before the due date. Note: In my case, this would need to be done manually since I don't have access to my bank account. This would make manually entering transactions much easier.
Nicolás Ottonelli 10 days ago
Completed
Payees (merchant tracking + auto-categorize)
Track who user spent money with as a first-class concept. When possible, transaction will be linked to a Payee (e.g. "McDonald's", "Amazon", "Uber") extracted automatically from user’s connected banks, or selected via typeahead on manual entry. Payees give us: Faster manual entry – start typing "McD…", pick the payee, and the category auto-fills based on user history (or a default you set). Per-merchant spending reports – see exactly how much user have spent at a given merchant over any timeframe. Cleaner data – duplicate variants ("McDonalds" vs "McDONALDS #4521") get merged into a single canonical payee user can rename. Comes with auto-categorization that requires no AI – set "Amazon → Shopping" once, and every Amazon transaction lands in Shopping automatically. Related: a separate "Fuzzy description matching" feature will extend this to bank transactions where the merchant name isn't cleanly provided.
dmytro_sv 13 days ago
Completed
Payees (merchant tracking + auto-categorize)
Track who user spent money with as a first-class concept. When possible, transaction will be linked to a Payee (e.g. "McDonald's", "Amazon", "Uber") extracted automatically from user’s connected banks, or selected via typeahead on manual entry. Payees give us: Faster manual entry – start typing "McD…", pick the payee, and the category auto-fills based on user history (or a default you set). Per-merchant spending reports – see exactly how much user have spent at a given merchant over any timeframe. Cleaner data – duplicate variants ("McDonalds" vs "McDONALDS #4521") get merged into a single canonical payee user can rename. Comes with auto-categorization that requires no AI – set "Amazon → Shopping" once, and every Amazon transaction lands in Shopping automatically. Related: a separate "Fuzzy description matching" feature will extend this to bank transactions where the merchant name isn't cleanly provided.
dmytro_sv 13 days ago
In Progress
Institutional Loans tracking
Mortgages, auto loans, student loans, personal loans – borrowed from banks/lenders
dmytro_sv 14 days ago
Low Priority
In Progress
Institutional Loans tracking
Mortgages, auto loans, student loans, personal loans – borrowed from banks/lenders
dmytro_sv 14 days ago
Low Priority
Ownership transfer
Hand over ownership of a resource (or a household relationship) to another user. Useful when the primary household account holder leaves the platform, when responsibility shifts inside the household, or when a couple separates and one needs to take over the shared finances. The new owner gets full owner-level rights; the original owner becomes a recipient (or loses access if they prefer). Existing shares on the resource follow the new owner per their choice. Part of: https://moneymatter.featurebase.app/p/household-sharing-umbrella
dmytro_sv about 1 month ago
Ownership transfer
Hand over ownership of a resource (or a household relationship) to another user. Useful when the primary household account holder leaves the platform, when responsibility shifts inside the household, or when a couple separates and one needs to take over the shared finances. The new owner gets full owner-level rights; the original owner becomes a recipient (or loses access if they prefer). Existing shares on the resource follow the new owner per their choice. Part of: https://moneymatter.featurebase.app/p/household-sharing-umbrella
dmytro_sv about 1 month ago
Multi-base-currency household members
Support households where members use different base currencies. Each user sees their stats (cash flow, net worth, spending breakdowns) in their own base currency. Shared budgets normalize to the owner’s currency. Today, sharing effectively requires matching base currencies — this lifts that restriction so cross-border couples and families can collaborate without forcing one side to switch their accounting currency. Part of: https://moneymatter.featurebase.app/p/household-sharing-umbrella
dmytro_sv about 1 month ago
Multi-base-currency household members
Support households where members use different base currencies. Each user sees their stats (cash flow, net worth, spending breakdowns) in their own base currency. Shared budgets normalize to the owner’s currency. Today, sharing effectively requires matching base currencies — this lifts that restriction so cross-border couples and families can collaborate without forcing one side to switch their accounting currency. Part of: https://moneymatter.featurebase.app/p/household-sharing-umbrella
dmytro_sv about 1 month ago