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Balance trend changes due to exchange rate fluctuations
I can see a dip in the balance trend widget even though I have no expenses that day. I have multi currency accounts, so if the dip is due to exchange rate changes, I'd prefer not to reflect it in the balance trend although it should still affect net worth. At a minimum, the tooltip should explain the change, e.g. ‘Exchange rate: −6K’. The same should apply to funds to distinguish actual NAV changes from exchange rate fluctuations.
Planned Expenses
Record and plan expenses scheduled for future dates, overcoming the current constraint that limits entries to today's or past dates. This allows users to forecast budgets and cash flow
Completed
Text alignment for wrapped lines in info modals
I noticed a minor visual detail in some info dialogs: when bullet points wrap to a new line, the text currently aligns under the bullet symbol rather than the start of the text: Proposal: Same for Change base currency dialog: In this dialogs it even looks like these bullet points are implemented as a paragraph with line breaks rather than a structured list. Proposal: At “How it works” in AI settings it’s already ok: There may be more, but I haven’t found any others so far. It would be awesome if this could be polished in a future updat
Completed
Hint for admin users variable
Running a self-host environment I was curious about what more I can do as an admin. Even though the ADMIN_USERS variable is described in general I couldn’t find a hint what exactly to provide and where to find it. I first tried the registered email address, but it is actually the username shown in household without the “@-sign”. It might be worth to add a hint to the .env file and/or docs, although the practical value of being an admin is currently fairly modest.
Completed
Pin the sidebar while scrolling
In settings and analytics in windows with less height the left sidebar scrolls together with the main area without need. Imho that doesn’t look/feel ideal: I just noticed and want to report it, but it is actually a minor one.
Completed
Improve header in mobile view
Since adding the drop down next to the + Add button there’s no space between add and the feedback button: Additionally, translation of add in other languages isn’t short as the English one, so the settings button moves out of the view: Two ideas are to either ommit the text in mobile view: Or only show support and feedback buttons in if there’s sufficient space available: But I don’t want to push you into going without feedback and support. Perhaps you have better ideas.
Completed
Use the base currency for MS Money import
If the MS Money file has no currency, USD is assumed: “{count} account(s) had no currency in the file, so USD was assumed — check the currency on the accounts step before continuing” (pages.importExport.msMoneyImport.review.warnings.accountCurrencyDefaulted) Could be helpful to change USD as fixed currency to the base currency.
Completed
Use base currency variable as label
I noticed that for the spike markers the label for min change is a fixed translation. Even though $ represents money all over the world and it can also manually be translated to the common currency for the given language, but it would even be a slight improvement to use the base currency as variable. dashboard.widgets.balanceTrend.spikeSettings.absoluteThreshold And, I don’t know how much effort it is to change this, but in a paid off loan the effective costs are fixed to dollar cents and dollars: Perhaps this can be formatted more general to fit every language. Of course, as a workaround it can still be translated into the most common currency for the display language, if it’s too complicated.
Completed
Improve linked transactions button
When hovering the linked transaction button, the cursor indicates, that it can be clicked, but it can’t. I would expect a list of the linked transactions or at least something to happen. But it doesn’t happen anything on click. As there is no funktion behind the button I would rather change the cursor type to “help” if possible:
Completed
Vehicle / Cars
On Moneymatter, the focus is generally on vehicles, except in the sidebar, where the section is called ‘Cars’. Perhaps this section should also be called ‘Vehicles’ to ensure consistency.
Completed
Add more space to headline in dashboard
In Dashboard the headline gets thinner while scrolling, but then the date picker (on hover) and customize button look squeezed. Perhaps the healine should stay with the space is has when at top. Additionally there’s a glitch in vehicle dialog while scrolling:
Completed
Align unlink with deletion dialogue
The account name must be entered in both the ‘Delete Account’ dialogue box and the ‘Unlink’ dialogue box, but only the ‘Delete Account’ dialogue box offers a copy option. It’s not a big deal, but it might be worth aligning the ‘Unlink’ dialogue with the ‘Delete’ dialogue.
Add External reference in import from csv
Add External reference in import from csv and map transfers by its
Completed
Auto start sync after reconnect
In case you have to reconnect the Enable Banking sync due to errors it’s slightly confusing that after reconnecting the error persists (indication at the upper right) until running “Retry sync” manually. Reconnect flow processed. I think it would be more user friendly to start a sync after reconnect automatically.
Completed
Hint for event transaction
For transfers a hint is added which destination the money goes to: This does not apply for events. Would be nice to see which venture this transaction relates to. Additionally, the link (Open Venture) should take you to the specific venture, not just to the venture overview:
Financial Milestones & Life Events
Allow users to plan major future financial events that can change their financial situation and have their impact reflected in cash flow, net worth, FIRE and retirement projections. Examples: Lump sum bonus - 100k SEK bonus expected in 2027 Pension becoming accessible - pension income becoming available in 2045 Buy a villa in 2028 -5M SEK purchase with a 700k SEK down payment and 4.3M SEK mortgage. The 700k can be tracked as a Financial Goal, while the property purchase becomes a Milestone because it introduces a mortgage changing the user's future debt, cash flow, net worth, FIRE and retirement projections. These milestones should be marked in the Networth /Fire/Retirement planning graph.
Completed
Sankey chart enhancement
It would be better to have one more level in the expense /income category plotting the sankey chart. The chart should give a full picture how expenses flow in pictorial form otherwise it would be like the expense chart giving the top categories. I think one more level is enough to see the flow and this feature can be optional if someone likes the current format. Please find the sample attached screenshot for the reference.
Insurance & Financial Protection
Add an insurance and protection view that focuses not only on insurance payments but on whether a user's overall financial situation is adequately protected. Users should be able to track coverage, beneficiaries, deductibles and policy details and link policies to existing recurring payments. The protection analysis could consider income, dependants, mortgage/debt, assets and financial goals to identify potential coverage gaps. This information could also feed into Financial Health, FIRE, Retirement Planning, Mortgage, Goals and What-If scenarios giving users a more complete picture of their financial resilience. Insurance should not be counted as an asset in Net Worth but adequate protection should be an important part of overall Financial Health.
Tax & Capital Gains Management
Add a dedicated Tax Center that understands the user’s country, tax residency, account type and tax year. It should track and estimate: Capital gains and losses Dividends and interest Foreign investments and withholding tax Tax implications of different account types (e.g. ISK vs. regular brokerage) Tax calculations should use country and year specific rules with a clear explanation of how each amount was calculated. A useful addition would be a ‘What happens if I sell this?’ view showing the estimated tax impact of selling an investment.
Detailed profiles for bank accounts, Payees and portfolio accounts
Continuing the great work done for “More detailed transaction fields”, it would be useful to add more detailed fields to bank accounts, payees, and portfolio profiles, similar to how this is handled in Firefly III, which I’m moving from. These would mainly be descriptive fields, useful for keeping payment information in one place. They could also potentially be used for import/export actions, although I’m not sure how yet. For bank accounts, this could include: IBAN BIC/SWIFT Account number Notes Attachments For payees, it could also be useful to have fields for other payment methods, for example: PayPal username/email Venmo username Other payment-service identifiers The same approach could also be applied to portfolio profiles, with fields relevant to the type of portfolio. If you have other fields in mind that could be useful, feel free to add them.