Feature Requests

Show the next month's budget before the next month begins to allow for planning.

Allow for increasing/decreasing budget for a category with rollovers enabled without affecting previous months' rollover calcuation.

I would like to see how much i spent on a trip so would like a specific tag that is in addition to the default categories

Add Income vs. Expenses, cash flow graph view.

See YTD totals for Spending and Income throughout total spending, income, and individual category views. Additional timeframes to include: Quarterly, semi annual, and Year to Year

Seems like this is out of scope, but would be great to be able to see my portfolio performance in copilot. Personal Finance currently does this for me but it’s imperfect (doesn’t update often enough, doesn’t accurately capture cost basis). This would be huge if you guys could do it. A copy of PF Portfolio functionality would already be a massive improvement. At the minimum it would be good to track net change daily for all investment accounts.

Real time updates on brokerage accounts like Robinhood. My account hasn’t been updated since January 16 and there’s no way to trigger a refresh without deleting the account and reconnecting

I love Copilot but still need to use Mint to see my account totals broken down by cash (checking/savings), debt, and investments. See screenshot for reference.

Connect to Zillow, Redfin, or other app to track home ownership as an asset. Would help net worth be more informative.

Including a toggle for each type would be helpful too. Helps me to turn on/off certain account types to see net worth, investment performance, trend of my liquid assets, etc