Feature Ideas

These is the place where all the current ideas are currently presented

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  1. Support Zelle transfers as Income

    Especially useful when you sell a lot of online products and people pay via zelle, it can go directly into as in income instead of trying to add it to a pod/debit card

    Maxwell P
    #Integrations and connectivity🔗#Financial Products

    3

  2. Develop an iOS app

    sequence should develop an app for iOS users

    Aamir

    2

  3. Expand API capabilities

    Query balances/transactionsAllow triggering per account and not only ruleAny other suggestion that comes to mind

    Itay Dror
    #Misc 🤷#API

    6

  4. Show balance in pods, and income sources, after each transaction

    Next to each line item transaction, show the resulting total balance in the income source, or pod.

    Natalie F
    #Rules and capabilities

    0

  5. Rule Requires an "approval" to continue

    Hi Team! As a Sequence user (both Personal and Business), I have a case where I would like a rule to prompt me to "Approve" a transfer before it happens. I've had multiple cases where I've misconfigured my rules (it will happen to everyone at least once), and having the ability to verify the funds actually being transferred are correct would be hugely beneficial. I believe this goes hand-in-hand with Simulations of rules w/o actually transferring money. Simulations is "check my rules while editing" and this "Rule requires an approval to continue" is verify at moment of transfer. How I would envision this in the Activity Log and in the Rule's Settings (see attached) Allowing users to "brainstorm" (playground), "build" (templates), "test" (simulations of rules), "verify" (rule approvals); This flow will help build trust in the platform that the calculations, execution and what users are intending to happen actually happens all before money is accidentally sent to the wrong place.

    Nick
    #Rules and capabilities#Visuals and UX 🎨

    0

  6. Create Debit Card Management Page

    As the number of active pods increases in a user's Money Map managing the Debit Cards becomes more of a chore. Having a single pane that allows the management of the debit cards would be helpful. The inspiration comes from Privacy Dot Com's card management screen. Activate and Deactivate Cards Show active and non-active cards in separate sorting groups. Ability to easily access any card number with one timed 2FA request. and so on. Take queues from Privacy.

    MajorThorn
    #Visuals and UX 🎨

    0

  7. Integrate Quickbooks capabilities into Sequence

    Allow me to categorize expenses from Sequence Allow me to view invoices by account from Sequence Allow me to reconcile payments from Sequence Allow me to run reports from Sequence

    Itay Dror
    #Integrations and connectivity🔗

    1

  8. Card Colors in Apple Wallet per Pod

    Apple Wallet (unlike Google Wallet) doesn't allow card nicknames. This means that we can't reasonably use more than one Sequence debit card in Apple Wallet, due to the risk of mistakes. Allowing the cards to have different images/colors/etc. per pod would solve this nicely. "Use the green one for Groceries. The Silver one for Eating Out." etc.

    Brendan E
    #Visuals and UX 🎨#Deal Breaker 💔

    1

  9. Issue a single physical card, and allow users to choose which pod to charge

    "Like Simple (RIP) used to do, I want to only have one physical card, choose before I swipe it (or after) from which Sequence account I want it to be charged. This way I only need one card and not remember the final 4 digits of many cards"

    Itay Dror
    #Financial Products

    10

  10. Map organizer + Notes on the map

    Better visualizations to organize the map for users

    Itay Dror
    #Rules and capabilities#Visuals and UX 🎨#Misc 🤷

    9

  11. Incorporate HYSA into the Sequence ecosystem

    Itay Dror
    #Financial Products

    3

  12. Simulations of rules w/o actually tranfering money

    Allow users to run a full set up and a time lapse simulation for their rules before actually transferring money to increase the confidence in activating a set up in Sequence

    Itay Dror
    #Rules and capabilities#Visuals and UX 🎨

    3

  13. Improving liability payments and adding bill pay

    Integrating with a 3rd party provider that should increase speed, reliability and coverage of liability payments (RPPS is the provider).

    Itay Dror
    #Financial Products

    1

  14. Give out Debit card rewards by beneficiary

    Rewards are currently being given on account basis, for some businesses it's problematic since they can't use it and we would rather get it per beneficiary spending

    Itay Dror
    #Rules and capabilities#Financial Products

    1

  15. Notify rules that will fail due to insufficient funds

    Notify me if an upcoming rule is about to be failed due to insufficient funds so I can take care of it and not be charged late fees or interest

    Itay Dror
    #Rules and capabilities

    1