Real time vehicle values

Ability to see the kelly blue book value of my car

Financial Goals

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.

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

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: Allow us to choose the time window of day (our local timezone) when the account syncs should happen 2.Only sync during that time window. If a service fails to sync. Wait until the next window on the next day I 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.

Linking assets to loans - house to mortgage for example

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.

Cryptocurrency

I want to link my BTC wallet

Mobile Biometric Unlock

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

Improvements to the Plans Page

Luno Crypto Exchange

add an intergration with luno

Allow splitting transactions into credit and debits

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

Allow us to 'save' search parameters

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 - haha Also note: Search Button doesn't allow you to search by category or even use wildcards. Think that could be nice too.

Couples / Household budgeting

Manage and view shared budget expenses within a household

Auto Recurring bills and subscription identification

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)

Alerts on budget over spending

Rules engine for categorizing transactions

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.

Envelope (Zero budgeting mode)

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

Spilit transaction improvements

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.

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

Please add 3m and 6m time frame on net worth

Improved Emails To users

Integration Service Health Status page

@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.

Old Mutual

Would be great if you could add the following Old Mutual Accounts: OM Bank Old Mutual Home Loans ( https://www.oldmutualhomeloans.co.za/OM-Secure) Old Mutual EQT Share Portfolios ( https://trader.oldmutualwealth.co.za/Login/?ReturnUrl=%2finvestor)

FinWise Mobile App

Add bank feeds for Discovery Bank

Ability to customise Account Groups

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.

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

Investment holdings

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

Custom Account Ordering

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

Filtering for Months

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

Add De-duplication transaction tool to web

On Transactions Page > Top right menu > Fix Duplicates

Custom budget start dates

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.

Money calendar

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