Feature Requests

Savings goal feature

Would be helpful to be able to see the progress on loan accounts: Interest Paid so far Next Interest Payment Interest Graph Principal paid so far Upcoming Principal payment Principal graph (should be in the same graph as interest graph) And maybe automated suggestions on how to pay less interest in the loan by suggesting higher principal payment options. Something similar could be done for credit cards too maybe but would be great for mortgage, car loans and other loans. Part of budgeting is understanding debt and managing it better.

Support budgets that don't fit in the month-to-month model (yearly, quarterly, etc).

Show statement amounts and due dates in Copilot

Selectively share budgets and transactions between two copilot accounts. Couples commonly have shared credit cards, bank accounts, and budgets while individually maintaining personal accounts. It lets everyone get a more comprehensive view and can share category review / exclusions across accounts.

Request ability to access budget information through a Copilot website.

Show credit score and chart changes over time.

Would be very nice to have the option to set a custom icons for recurring transactions such as Netflix, Spotify, Apple Music etc. not necessarily to choose from logos offered by Copilot maybe to have the option to chose the picture from my phone like a contact pic.

I would love to set a budget to a percentage of income for example set 10% of my income should go to charity or savings

I’d really like to be able to look forward in time to see how my assets and debts look in the future based on my budgets and how I adhere to them.