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.

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  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
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • tag and Catagorize split transactions

      Ability to Tag and Categorize Split Transactions....

      1 vote
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Reports

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

        1 vote
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          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
        • 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
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Edit sorts

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

            1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 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
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 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
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • download old budgets

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

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Mobile app

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

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • 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
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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