Feature Requests

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

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.

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 would love the option where for a “temporary budget” for things like trips or christmas presents, etc. These are things that I’ve saved up for that only happen a couple times a year. For instance if I go on a two week trip I could make a new budget, set the dates (i.e. May 30-June 16) and then within this new temporary budget I could have categories like food, lodging, plane tickets, gas, etc. But it would all be separate from my normal budget and it would be so nice!! Another example: at Christmastime while I’m shopping I could make a new temporary budget from Oct-Dec for $500 and it could track shopping in that budget without messing up my normal month to month budget. This would really help me stay on track with my normal monthly budget while planning for other expenses.

I love the rebalance budget feature, but there are certain fixed costs each month that I don't want rebalanced. It would be great if you could designate budgets as locked (i.e., wouldn't change when you rebalanced). Thanks for your consideration!

Click and drag to reorder categories would be great, instead of sorting by spend.

Allow users to exclude historic transaction data by selecting a start date for when all budget and balance data begins to be calculated and displayed.

Allow multiple Copilot “profiles” that the user can switch to within the app, so they could have separate budgets and planning for their shared accounts, and separate ones for their personal accounts. This would also be handy for other use-cases — for people who run a business for example. They likely have separate business accounts that they want to track, but don’t want the budgets and recurring expenses to show up alongside their personal expenses.

Create the ability to archive categories that are no longer relevant to the current budget to prevent them from affecting spend but preserve their categorization.