Feature Requests

Ever since the Bilt upgrade which had them stop using Wells Fargo, I havent been able to sync my Bilt transactions after adding it through plaid.

Provide additional information on how funding schedules work, including the fund all vs smart fund options.

Add tracking for Free-to-Spend balance for a budget. Data should include the selected accounts and balances for each and use the new bucket history feature to calculate balances of expenses, goals and vaults.

a.k.a Future Known Transactions In these exact cases where banks/plaid/MX are slow to update you should be able to manually add a transaction to DAS. In this case, you can stay up to date and when DAS finally gets your transactions, it'll take the place of that manual transaction. I'm thinking that those transactions would only stay in the app for 2 weeks. If it fails to get matched in DAS it'll reverse that transaction. I want Plaid/MX to be the source of truth and don't want users to shoot themselves in the foot trying to add transactions that aren't seen via the bank (ex: cash transactions, tricks to force a different balance amount, etc) Add option to edit user-facing datetime of a transaction

Allows for a bucket to not have a date, but still have the ability to "fund $50 every funding schedule" Great for goals where you just want to stash money for a period of time --- This example does not include a due/recurring date or target amount. Just a static $50 each funding period. Original request: https://trello.com/c/gMmsQEzw/99-allow-for-static-contribution-amounts-in-buckets

Add support for Apple Card and Savings. It is not on the Plaid network, but somehow Mint is able to automatically sync data

Whenever you have a filter applied in the transactions tab and modify a transaction (ex the spend from field) it clears whatever filter you have applied.

Allow goals/expenses to repeat an arbitrary number of weeks, months, days. For example, I need to have $45 in one of my expense categories every 5 weeks.

Allow the user to choose the duration and period for recurrences in buckets and funding schedules. This would also include compound schedules with multiple recurrences (like every Friday and every 1st of the month). The Thursday before the last Friday of the month The 3rd Friday of the month Every 6 months Every 3 months Every 365 days Etc

Date Amount Account name Account bank Raw description Description Notes Category Folder Category Bucket Round-Up amount Pending