Feature Requests

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.

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.

I like the month in review summary for each month on the transactions page, but I don’t like that you have to scroll through it all to see each month side by side. I’d like a dashboard of sorts to be able to quickly see a chart showing spent, income, and over/under budget for the last 6-12 months. I’d also love to see a way you could get a total for each of those categories over a span of 6-12 months. Like, what’s the total spent over the last 6-12 months compared to the total income compared to the total over/under budget. That helps me see both trends and whether everything is adding up.

A dedicated section in Copilot to track total spending across a variety of timeframes (total today, this week, this month, etc.)

In the networth / accounts section, add the ability to view all data, 2 years, etc.

Like Mint have the ability to see how you are doing for the current year in your budget.