Feature Requests

Welcome to Everwealth’s feature requests page. This is the place for creating new feature requests or upvoting existing ones. You can also add your thoughts and comment on other user’s ideas.

We review your requests and comments on a daily basis. Your votes help prioritize new features and product decisions, so thanks for sharing your ideas here!

How can we improve Everwealth?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. Add income budget and show unbudgeted total

    I'd like to be able to enter my monthly income on the budgets page and then see how much is left over after my determined budgets. For example, if I say my monthly income is $2000 as my income then put a grocery budget of $500, I want to see that I have $1500 unbudgeted.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. tag and Catagorize split transactions

    Ability to Tag and Categorize Split Transactions....

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Reports

    Have a section for Reporting, Save Reports as Templates,etc. Be able to run reports by category, account, tags, etc.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. A joined budget for categories

    There should be an option that all the budgets for each sub-category will be added together to create the budget for the parent category. This can be overridden.

    4 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Edit sorts

    In the "Sorting Zone" it'd be handy if I could undo a sort and try it again.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Not count transfers from account to account as income.

    Right now when I transfer money from one account to another, even within the same bank the transaction is showing up as income. This isn't very useful.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. let me see how much I'm spending in certain categories over time.

    I want to see a graph of what I'm spending on a category over time. For example to see if I'm spending less or more on fast food week to week.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. combine accounts in different currencies

    I have multiple accounts in multiple currencies, and I can't find a way to view all my accounts in one place. It seems I have to make a new subscription for every currency.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Budgets should show total spent

    The /budgets screen should show me total amount spent, I can't find that information without breaking out a calculator.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. See further back than 90 days under "Insights"

    I want to make sure none of my work on this app gets lost. To this end, It'd be nice if we could see further back. Possibly a year, especially since you can set budgets yearly.

    2 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. download old budgets

    ability to download old budgets (and possibly which transactions were categorized into them) possibly in csv, excel format.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Mobile app

    Mobile app so I can enter expenses from my phone and match them up later with transactions retrieved from bank

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add Net Worth to Dashboard

    On the Dashboard. Allow changing "Expenses by Category" to 'Net Worth"

    Net Worth is more important to me.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ignore specific bank accounts on refresh.

    Ignore individual accounts from bank refresh. Some bank accounts are grouped by the bank, which count as duplicate in Everwealth.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Automate MFA details for banks, like Personal Verification Questions

    When signing into my bank account, it occasionally will ask for a second factor for authentication, i.e. personal verification questions. Without automating this authentication, the refresh fails, and my bank reports an attack on my account!

    When Everwealth is trying to refresh my account, and it encounters an MFA request, the refresh fails. I need to log into my account manually, where I am told there was an unauthorized login to my account. I then have to re-enter all my personal verification question answers. Until I do this, Everwealth is unable to refresh my account and my transactions. Given the…

    2 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Custom option for time period filter

    Provide the option for custom time periods in the insights section. This would make it easier to view your expenses over a specific time period rather than just the set dropdown options which aren't always useful.

    3 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Rearrange tiles on the dashboard

    The "Banks", "Recent Transactions", "Budgets", and other tiles on the dashboard are permanently placed. It would be helpful to be able to rearrange and/or hide these to create a custom dashboard.

    1 vote
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to Modify Rules at Sort Time

    When sorting items, I often find myself changing rules to fit transactions, rather than sorting transactions with new rules. This process is not convenient, as there is no easy way of updating rules from the sort page (I did this using two tabs up at the same time).

    It would be nice to be able to modify existing sorting rules at sort time. Similar to how we can create rules from transactions, it would be nice to add the criteria from an existing rule.

    2 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Word Banks as Inputs for Description Matching

    Currently, when creating a sorting rule, we can require that the description contain a specific word or string of words, and we refine the rule by adding more criteria after that. Sometimes, that means adding several similar criteria in sequence. For example, a "Restaurant" rule will comprise several description criteria, looking something like:

    Description contains OLIVE GARDEN
    Description contains SWISS CHALET
    Description contains COOL RESTAURANT
    ...
    Description contains REAL RESTAURANT 213

    To make rule creation easier and perhaps cleaner, it would be a nice feature to be able to create lists of key words, or a word bank, where we…

    5 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Regular Expressions for Description Matching in Sorting Rules

    The ability to apply regular expressions for description matching could be handy. For example, "TRANSFER FROM [a-z]* SAVINGS" could match with "TRANSFER FROM ABC SAVINGS" or "TRANSFER FROM MYBANK SAVINGS." Perhaps a more intuitive, user friendly syntax could be used.

    4 votes
    Vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3
  • Don't see your idea?

Feature Requests

Feedback and Knowledge Base