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. 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 →
    • 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 →
      • 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 →
        • 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.

          • Savings Goals

            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.

            - Each goal must be linked to a bank account. This is so we can automatically keep track of it.
            - We will notify you at "Stages" along the way towards your goal.
            - There will be an area showing you how all your goals are going etc.
            - Goals can have a picture attached for visualization.

            1 vote
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              planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Retrieve transactions older than 2 months

              When I add a bank it will sync the last 2 months worth of transactions. I would like to fetch the last 6 months...

              0 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Support 3rd party authentication (Facebook, Twitter, Google)

                I would like to signup/sign in with my facebook credentials. Its annoying having yet another password to look after.

                0 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Export transactions to CSV

                  I would like to export transactions from a particular search to CSV so I can do my own charting etc.

                  0 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Windows Phone 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.

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