Feature Requests

Full export of all transactions across all accounts. This increases user trust by ensuring they never lose access to their financial history.

Hello! It would be amazing to understand how much of the Net worth is liquid vs not liquid. There could be some accounts, like real state or Pension Plans (in Spain) that are not liquid money because of the restriction that you have to take the money back. Maybe we could set an account-level attribute to consider which money is liquid or not (maybe with some default values by account type if not set). Then allow the user to filter by liquidity in the dashboard, the same as they can do with real state/loans This could help people to plan better the mid-term expenses.

Currently, the platform does not treat credit cards as liabilities, which limits the accuracy of the user’s financial overview. It would be valuable to add support for credit card management, including: * Current outstanding balance (debt owed on each credit card). * Available credit amount based on the card’s credit limit. * Credit limit visibility. * Payment due date tracking. * Minimum payment and statement balance tracking. * Payment history and status (paid, pending, overdue). * Integration of credit card payments into cash flow and budgeting calculations. This enhancement would provide a more complete picture of a user’s financial position by including revolving debt, available credit, and upcoming payment obligations. It would also help users manage their credit responsibly and avoid missed payments.

I’d love to have multiple accounts say, my personal one and my wife’s, so I can switch between them or see them all together. Also, for example, if you’re a company or a freelancer, it might be ideal to keep your professional accounts separate from your personal ones. That way you can see the big picture while still having a detailed view of each individual business.