Feature Requests

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

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.

Request ability to access budget information through a Copilot website.

Selectively share budgets and transactions between two copilot accounts. Couples commonly have shared credit cards, bank accounts, and budgets while individually maintaining personal accounts. It lets everyone get a more comprehensive view and can share category review / exclusions across accounts.

AI Assistant that allows users to request more in-depth information of their transaction as well ask questions pertaining to their transactions and budgets.

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 credit score and chart changes over time.

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.

Show statement amounts and due dates in Copilot

I like the month in review summary for each month on the transactions page, but I don’t like that you have to scroll through it all to see each month side by side. I’d like a dashboard of sorts to be able to quickly see a chart showing spent, income, and over/under budget for the last 6-12 months. I’d also love to see a way you could get a total for each of those categories over a span of 6-12 months. Like, what’s the total spent over the last 6-12 months compared to the total income compared to the total over/under budget. That helps me see both trends and whether everything is adding up.