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FinWise Roadmap

Ability to see the kelly blue book value of my car

In Review

Real time vehicle values

Nicol Russell

With Goals, you'll be able to clearly define all your financial goals, whether it be to pay off debt, save for a vacation, or become financially free, or anything in-between.You'll be able to track your progress towards your goals, and get actionable insights and tips to help keep you motivated and informed about your goal progress.

Financial Goals

I use another service which allows me to specifically define, when they should do the sync of the accounts (also using Yodlee). I normally choose a period in the afternoon when I am awake and near my phone.Since I get notifications for some services like my bank accounts, whenever there is a login, when it happens during the 15 minute window I specified, I am sure it is the service logging in. If it is at another time when I haven't manually logged in, then I know I need to be aware and maybe pay attention in case it is an attempt by a bad actor.Ever since I switched to finwise, I am getting many notifications from my bank at odd times (especially since the finwise/yodlee implementation seems to fail often at syncing) based on the amounts of emails I get, so I am concerned that I no longer know if it is a legitimate login or a bad actor trying.RFE:<ol><li>Allow us to choose the time window of day (our local timezone) when the account syncs should happen</li></ol>2.Only sync during that time window. If a service fails to sync. Wait until the next window on the next dayI think this will also increase the reliability of syncing since everybody's accounts won't be syncing at the same time e.g. 5AM daily.

Allow us to choose at which time the data connections sync data.

Cryptocurrency

Johan Van Der Walt

At the moment it seems finwise isn't aware of an asset that a loan is associated with. A house should be linked to a mortgage, a car to a car loan.

Linking assets to loans - house to mortgage for example

Gabriel White

Luno Crypto Exchange

FinWise

Improvements to the Plans Page

Implementing biometric authentication or a four-digit PIN for mobile app access would enhance security.

Mobile Biometric Unlock

Useful for splitting mortgage payments so that it's a credit to a mortgage and a debit to interest.

Allow splitting transactions into credit and debits

Jason Russell

it would be cool if we could save and 'recall' search parameters that we define. Usually , when I do management, I would review all investment accounts first then maybe checking accounts, or try to split the work expenses from the personal ones.I need to continually set these parameters to find the transactions across different accounts. So I could save them my search parameters to use them again in the future, that would be awesome. I am wondering if I am the only one with this use case - hahaAlso note: Search Button doesn't allow you to search by category or even use wildcards. Think that could be nice too.<img data-featurebase-content-key="68950287357802ecc5c5093b/post/6a0347731133ce33a09cd0b4/019e1ccf-1ad9-7353-91e9-175f67bec2bf/b64u-MDE5ZTFjY2YtMWFhMS03NGMwLWJhNTctNjFmNzY3OTlmNTBm.png" src="https://68950287357802ecc5c5093b.featurebase-attachments.com/c/post/6a0347731133ce33a09cd0b4/019e1ccf-1ad9-7353-91e9-175f67bec2bf/b64u-MDE5ZTFjY2YtMWFhMS03NGMwLWJhNTctNjFmNzY3OTlmNTBm.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260915T150000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260915%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=5dbf52d350ccb62fd6056a16ed64e47380d8e208a5e352701b98fc9f59616571" data-featurebase-content-filename="019e1ccf-1aa1-74c0-ba57-61f76799f50f">

Allow us to 'save' search parameters

Manage and view shared budget expenses within a household

Planned

Couples / Household budgeting

Identify any recurring bill payments and subscriptions, display them on a calendar and help the user identify subscriptions and even suggest ones that might be reduced. (Display the total amount of subscriptions monthly as this is an increasingly covert and onerous cost that is not always apparent)

Auto Recurring bills and subscription identification

Alerts on budget over spending

We are planning to build a rules engine whereby you will be able to define rules for how your transactions should be categorized, split, and edited etc.

Rules engine for categorizing transactions

I see this is marked as coming soon - any sight on when this might be added to the roadmap?

Envelope (Zero budgeting mode)

Nathan

It would be great if three was a quick way to split a transaction over a number of months. Currently you have to split the transaction and then figure out what the percentage should be and then re-assign the dates. This seems like a common action that should be quicker than that.Some examples would be splitting my provisional tax payments over the period they apply to, or an annual subscription for a software service. I have also had situations where I'm paying a housemate for several months of something like internet connection.So it would mostly be 6 or 12 months, but not exclusively.

Spilit transaction improvements

Improved Emails To users

Please add 3m and 6m time frame on net worth&nbsp;

Overview, net worth, 3m and 6m time frame

Michael

@Nicol Russell / @Jason Russell ← it’s really frustrating that there is no feedback on a core essential service which is not working of Finwise from the team. It’s been ongoing since June 17 for me for some providerr (so now 1 month!! since it broken)You guys should be proactive on communicating even it is broken and others needs to fix. PLEASE …One proposal : Perhaps have a service sync health status page detailing the service health of the various connectors , and issues being faced. Perhaps it will be easier for everyone to see what is going on with the various connectors.

Integration Service Health Status page

Deepti N

Would be great if you could add the following Old Mutual Accounts:OM BankOld Mutual Home Loans (<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://www.oldmutualhomeloans.co.za/OM-Secure">https://www.oldmutualhomeloans.co.za/OM-Secure</a>)Old Mutual EQT Share Portfolios (<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://trader.oldmutualwealth.co.za/Login/?ReturnUrl=%2finvestor">https://trader.oldmutualwealth.co.za/Login/?ReturnUrl=%2finvestor</a>)

Old Mutual

Fred Van der Vyver

Complete

FinWise Mobile App

Add bank feeds for Discovery Bank

Paul

I have a lot of accounts and by default I'd prefer to have most but not all of those accounts as one default view when I search transactions. But there are a few other ways of grouping my accounts I might do when searching transactions.

Completed

Ability to customise Account Groups

Craig Bender

Medium Priority

Switch over to new data provider for major South African banks for better syncing

View the holdings of your investment accounts including stocks, bonds, ETFs and more.

Investment holdings

Allow for accounts to be ordered manually, ideally with drag-and-drop.

Custom Account Ordering

When reviewing transactions, ability to select a month, rather than having to filter via "From To" dates. Thank you.

Filtering for Months

Claudia Mahon

On Transactions Page &gt; Top right menu &gt; Fix Duplicates <img data-width="100%" data-align="left" alt="" data-featurebase-content-key="68950287357802ecc5c5093b/post/6a049a06f8df6bda11b830bd/019e21f8-5ad1-7ba9-9db3-b6f212410c2b/b64u-U2NyZWVuc2hvdCAyMDI2LTA1LTEzIGF0IDE3LjMzLjAxLnBuZw.png" src="https://68950287357802ecc5c5093b.featurebase-attachments.com/c/post/6a049a06f8df6bda11b830bd/019e21f8-5ad1-7ba9-9db3-b6f212410c2b/b64u-U2NyZWVuc2hvdCAyMDI2LTA1LTEzIGF0IDE3LjMzLjAxLnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260915T150000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260915%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=2e69b665e6d9da3150f0806492595928b42a2b8995cdf875fad4da6d48d3ae04" data-featurebase-content-filename="Screenshot 2026-05-13 at 17.33.01.png">

High Priority

Add De-duplication transaction tool to web

Allow for custom budget start dates. Some people like to start their budgets on the date they are paid, like the 24th of the month for example, instead of having the budget run from the 1st to the end of the month.

Custom budget start dates

Ability to define recurring &amp; dated transactions, and see a calendar view of transactions and money it/out per day.