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Roadmap
What we're working on
and where we're going
A quick preview at what's happening and what's coming next. Things shift as we get feedback and some ideas evolve before they ship. These are in no particular order.
In Progress
What we're working on right now.
Home & mortgage tools
Model mortgage payments, track equity growth over time, and compare loan options. Future updates will add real estate listing search and scenario integration.
Up Next
Queued up and starting soon.
Inbox & notifications
Persistent in-app notification system with read/unread state. Product updates, feature announcements, and financial insights delivered through a bell icon in the header.
Recurring transaction tracking
Auto-detect subscriptions, bills, and regular income from transaction history. Manually mark anything the system misses. Feeds into cash flow forecasting and budget tracking.
Later
Things we'd like to build when the time is right.
Insider watch
Track congressional and executive branch stock trades disclosed under the STOCK Act, plus lobbying activity. See what elected officials and insiders are trading.
AI personal assistant
Ask questions about your finances and get answers backed by your actual data. Compare scenarios, check progress toward goals, or just ask 'how much did I spend on dining out last quarter?'
AI analysis reports
Monthly auto-generated financial reports combining your real data with AI-written summaries. Covers spending patterns, net worth changes, goal progress, and areas that might need attention. Cached and regenerated only when your data changes.
Household sharing
Invite a partner or household member to view each other's financial data side by side. Read-only visibility with a combined dashboard for net worth, income, and spending. Each person keeps full ownership of their own data.
Annual financial retrospective
A year-in-review covering spending breakdowns, income overview, net worth trajectory, debt progress, and goal milestones. Optionally paired with an AI-generated narrative.
Have something you'd like to see? Tell us about it! We're always open to new ideas and feedback from everyone.
Try what's already built
Start with the free plan. No credit card, no time limit.