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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)

In Review

Auto Recurring bills and subscription identification

Gabriel White

Ability to see the kelly blue book value of my car

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

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

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

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

Improvements to the Plans Page

I'd like to be able to import Monzo and Natwest (mortgage)

UK Banks

Stefan Bauer

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=20260525T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260525%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=b02ccbaf383f008747cf0f255ab5735fdc48be5aab603a42c614091a7ab961f6" 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

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 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.

Ability to customise Account Groups

Craig Bender

Move and organize your accounts into custom groups

Custom account groups

just a quick quality of life improvement<img data-featurebase-content-key="68950287357802ecc5c5093b/post/6a0347721133ce33a09ccff6/019e1ccf-17b7-757e-9122-0b16b5760659/b64u-MDE5ZTFjY2YtMTcwMy03YmRiLWFlMWEtNmRlNGJlNzllYTYy.png" src="https://68950287357802ecc5c5093b.featurebase-attachments.com/c/post/6a0347721133ce33a09ccff6/019e1ccf-17b7-757e-9122-0b16b5760659/b64u-MDE5ZTFjY2YtMTcwMy03YmRiLWFlMWEtNmRlNGJlNzllYTYy.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260525T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260525%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=6451d85bb65a47fbbf5e88c3e4ed8c884ed13ead2150b0522e5ac7c2878d337a" data-featurebase-content-filename="019e1ccf-1703-7bdb-ae1a-6de4be79ea62">

Add an X to the search bar

Trishul Soni

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

High Priority

Fix duplicate transactions and broken balances caused by Discovery Bank syncing bug

Improve duplicate transaction detection

Improve account sycning progress visibility

Medium Priority

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

The overview dashboard could do with some love - update incoming!

Update charts and dashboard across web and mobile

There are transactions I know occurred on my Discovery credit card account, but they are showing up in my savings account.

Discovery Bank Transactions appearing in the wrong account

Kirsten Campbell Louw

<ul><li>Include balance import</li><li>Add ability to edit and detect broken CSV inline </li><li>Add currency update to tool </li></ul>

Improve data import tool

Completed

Improve Capitec connection

Test new GoTyme integration

Add new screens to Analyze tab in mobile

Add intercom to mobile apps

Add filters and multi-select and bulk edit to transactions on mobile

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=20260525T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260525%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=0bcc7d869a3c92e3addeb835962ab26243aaab7164358ee233ac66691489abbc" data-featurebase-content-filename="Screenshot 2026-05-13 at 17.33.01.png">

Add De-duplication transaction tool to web

Accessible from Transactions Page &gt; Top right menu &gt; View Archived TransactionsYou can also sort, filter and search transactions that you may want to restore.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="68950287357802ecc5c5093b/post/6a0499579f659d8698c48e30/019e21f5-5c8c-7343-aaf5-6752da93eb4e/b64u-U2NyZWVuc2hvdCAyMDI2LTA1LTEzIGF0IDE3LjI5LjQ1LnBuZw.png" src="https://68950287357802ecc5c5093b.featurebase-attachments.com/c/post/6a0499579f659d8698c48e30/019e21f5-5c8c-7343-aaf5-6752da93eb4e/b64u-U2NyZWVuc2hvdCAyMDI2LTA1LTEzIGF0IDE3LjI5LjQ1LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260525T130000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260525%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=d153e847aa2d3e92e3b2f8d96908b1e83ef3bc8ca8d6986dd65e3f2b9c830bc5" data-featurebase-content-filename="Screenshot 2026-05-13 at 17.29.45.png">

Add "View Archived Transactions"

Add running totals as you multi-select transactions

We’re updating the splitting tool<video data-width="100%" data-align="left" alt="" data-featurebase-content-filename="Screen Recording 2026-05-13 at 16.48.04.mov" data-featurebase-content-key="eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJvYmplY3RLZXkiOiIwMTllMjFmMi0yMmFlLTc0ZTctOWI0NC0wN2FlMDdlNDk1NWEiLCJ0eXBlIjoidmlkZW8tdXJsIiwicmVzb3VyY2VJZCI6IjZhMDQ5ODI5OTJmZmU3MjdlOTM5NjM3MiIsInJlc291cmNlVHlwZSI6InBvc3QiLCJvcmdJZCI6IjY4OTUwMjg3MzU3ODAyZWNjNWM1MDkzYiIsImlhdCI6MTc3ODY4NTk5M30.iRxGJ4ziI5J6tHuHYHFcwq7gsEUNd8etHMKJsqK9tJs" src="https://68950287357802ecc5c5093b.featurebase-attachments.com/c/videos/eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJvYmplY3RLZXkiOiIwMTllMjFmMi0yMmFlLTc0ZTctOWI0NC0wN2FlMDdlNDk1NWEiLCJleHAiOjE3Nzk3MTc2MDAsInR5cGUiOiJ2aWRlby11cmwiLCJvcmdJZCI6IjY4OTUwMjg3MzU3ODAyZWNjNWM1MDkzYiIsInJlc291cmNlSWQiOiI2YTA0OTgyOTkyZmZlNzI3ZTkzOTYzNzIiLCJyZXNvdXJjZVR5cGUiOiJwb3N0In0.Tmlh7rTHXczinuhxDI65Xik7qkmJO7D_5QtIC44P_7s/manifest.mpd"></video>

FinWise

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