These features are in view for future development efforts:
- Direct Statement Download: Download statements directly from banks
- Investments: Monitor investment performance and holdings
- SPA Front End: Port views to a Single Page App framework (currently Vue.js)
- Multiple Accounts: Maintain multiple separate accounts
- Designer-led Refresh: Hire a designer to rework CSS for a better look
- Budget UI: Create a friendlier interface for creating a budget
- Custom Reports via UI: Define custom reports or tune existing reports directly in the app UI
- Need/Want/Save: Break down actual spending by the need/want/save metric (aka "50/30/20 rule")
- Expanded Get API: Search and download all types via API (Not just transactions)
- Custom Reports via API: Retrieve a custom report by providing a complete definition using the API
- New User UI: Administrative UI for verifying newly registered users
- User Permissions: Assign users to accounts at different permission levels
- CSV Import: Import CSV files directly without first having to tweak them in Excel
- AAD for Identity: Connect to Azure Active Directory, using that for login and identity
- MySQL: Deploy a MySQL database and connect to it instead of MS SQL Server
- Kubernetes Deployment: Produce containers and yaml suitable for deployment to a K8s cluster
Please see the latest Roadmap Query for the current status and latest additions.