Feature Requests

Savings goal feature

Would be helpful to be able to see the progress on loan accounts: Interest Paid so far Next Interest Payment Interest Graph Principal paid so far Upcoming Principal payment Principal graph (should be in the same graph as interest graph) And maybe automated suggestions on how to pay less interest in the loan by suggesting higher principal payment options. Something similar could be done for credit cards too maybe but would be great for mortgage, car loans and other loans. Part of budgeting is understanding debt and managing it better.

Support budgets that don't fit in the month-to-month model (yearly, quarterly, etc).

Request ability to access budget information through a Copilot website.

Would be very nice to have the option to set a custom icons for recurring transactions such as Netflix, Spotify, Apple Music etc. not necessarily to choose from logos offered by Copilot maybe to have the option to chose the picture from my phone like a contact pic.

Show statement amounts and due dates in Copilot

I would like to categorize my different types of income using unique names such as interest income, dividend income, capital gains, wife’s salary, husband salary, Social Security income, other income, miscellaneous income, etc.

Connect to KBB or a similar service to track automobile value as an asset

Show credit score and chart changes over time.

I’d really like to be able to look forward in time to see how my assets and debts look in the future based on my budgets and how I adhere to them.