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. iPhone/iOS App

    Provide a complementary app that may not have all the features of the desktop app but gives users what they need on the go.

    31 votes
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      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Android App

      Provide a complementary Android app that may not have all the features of the desktop app but gives users what they need on the go.

      20 votes
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • Improve Budgets with a Total, and annual & quarterly budgets

        Please add a total for budgeted amounts so users know if they are budgeting for more than their income.

        Please add quarterly and annually to budgets. The end of each quarter should be the end of that quarter's final month, and the end of the annual budget should be the end of the year (not 12 months from the date created).

        11 votes
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          3 comments  ·  Flag idea as inappropriate…  ·  Admin →

          Quarterly, Yearly budgets has just been deployed. We will keep this idea open as there are a couple of other good ideas on here.

          Reordering of budgets has just been deployed.

        • Forecasting

          This feature will be implemented. This is just a place to show you what we are thinking of and to gather some feedback for what you guys would like to see.

          We want to provide a way that users can see where they will be in 6-12-18 months into the future (or any time frame you like). By knowing your previous spending and the bills that you have coming up we can start to generate a forecast of where you *might* be in the future.

          We want to be able to add a "Scenario's/What if's" feature in here also. E.g.…

          11 votes
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            planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Implement multi-factor authentication

            I would like to have multi-factor authentication turned on for my account.

            Google Authenticator app is fine, maybe support SMS if you got really excited.

            10 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • iWatch App

              Provide a complementary app that obviously wont have all the features of the desktop app but gives users what they need on the go.

              10 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Make Categories Easier to Work With

                Put most used categories at the top of category list automatically

                8 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Interactive Pie Charts and Detailed Breakdown Pages

                  The pie chart model view is currently shows the expenses by category, and displays all eligible expense categories.

                  It would be a useful and intuitive feature to be able to click on a slice, and get more details on that category. Perhaps, that would lead to another pie chart that is generated from the expenses in only that category and subcategories.

                  What I would like to see is a page dedicated to detailing expenses. Such a page would show the expense pie chart, plus a listing of all the expenses that was used to generate it. Ideally, the list could…

                  6 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Change the start dates of all budget periods

                    At the moment, start dates for budget periods are fixed

                    Weekly budgets start on Monday's, Monthly budgets start on the first of the month and so on.

                    If got paid on the 14th of the month and would love to make that the start date of my monthly budget.

                    Same with the yearly budgets, it would be nice to make the yearly budget start on July the 1st - the same time the tax year starts in Australia.

                    6 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Determine own pay period days

                      Ability to set income pay days to specific days. For example, I get paid on the 7th and 21'st of every month. This does not necessarily equate to fortnightly.

                      5 votes
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                        0 comments  ·  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 →
                        • colour up

                          hi mr developer ! what about a different colour for income vrs expenses or even a different colour choice for all categories which can then be the same on pie graphs .

                          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 →
                            • 4 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add "Budgets Overtime" insight

                                We currently rollover the budgets at the end of the week/month etc but don't show any history about them.

                                It would be nice to show some history, and a graph of how were tracking over time etc. Maybe a percentage of how many times you kept under the budget etc like 9/10 weeks (90% successful)

                                4 votes
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                                  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Bills and Reminders

                                  This feature will be implemented. This is just a place to show you what we are thinking of and to gather some feedback for what you guys would like to see.

                                  - The main screen will be a calendar showing bills in there.
                                  - You should be able to convert a transaction into a bill.
                                  - We will suggest transactions that look like bills (happen around the same time and have similar amounts)
                                  - You can create a "Search Criteria" for a bill. Anything coming in matching that search criteria will be flagged as that bill (Similar to a sorting…

                                  4 votes
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                                    planned  ·  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 →
                                    • Notes / Attachments for a transactions

                                      Allow notes on a transactions that are free text. I use these as a reminder on what I bought on that occasion.

                                      Another helpful addition would be to allow attachments such as images or PDF to a transaction.

                                      4 votes
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Fixed Costs to Factor into Budget

                                        Currently, the budget system is well suited for variable cost spending. The progress bars show spending over the specified budget period, which is good for expenses stretched out over time.

                                        However, this doesn't lend itself well to fixed costs that affect our budgets. Expenses that are incurred regularly, but at a single time (like rent and the internet bill) don't quite fit this model.

                                        You can put in a budget that fits exactly the fixed cost, but that isn't conceptually the same. Rather, fixed costs ultimately help determine our variable spending, so I think it is important to differentiate these.

                                        3 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add saved searches

                                          Add saved searches, so I don't have to repeating the same search every time I categorise one or more transactions from the the results.

                                          3 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                            The release going out today has initial support for this. It stores the transaction search criteria in local storage so that if you navigate away from the page and come back it will “re-hydrate” the search criteria from before.

                                            The next part is storing that search criteria in our database. Its on our backlog, unfortunately I cant provide a date for completion.

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