Feature Ideas

Instead of developing an "Android app" or "iOS app" make a mobile web app that is accessible within an Android/iOS wrapper application. This feature request is specifically for the mobile web apps to display the activity log and enable manual transfers. That's it. The rest of the features can be other feature requests.

I leverage multiple "Sinking Funds" where I contribute per-paycheck into high-yield savings accounts and transfer out to pay for annual renewals of subscriptions, holidays, birthdays and such. I would like to start first by auto-paying annual subscriptions. Ideally, I would like to pick "Annually on April 7th" for example to transfer from a Sinking Fund to a Credit Card/Liability account.

sequence should develop an app for iOS users

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

Set a number on pods and a progress bar towards it, that can serve both as a budget and as a goal

Invite viewers to my account (accountant as an example) that would be able to view only some of the entities but not all of them

As a Sequence User, I would like to be notified about some Rules but not all, and some statuses and not all. For example, I want to be notified that my W2 pay was transferred from my Income Source to my Bill Pay Pod, but I don't want to be notified that my Bill Pay Pod transferred successfully to my Phone Bill Pod. Within a Rule's settings page, I would like to select which Notification channels I want to be notified on for this Rule (Email, In-App, Webhook, Slack, Discord). Also I want to select which Notification categories/statuses I want to be notified of (Success, Failure, Pending). In the above example of my W2 pay, W2 pay transferred to Bill Pay: Email (Success & Failed), Webhook (Success & Failed), Slack (Success & Failed)Bill Pay transferred to Phone Bill Pod: Email (Failed Only), Slack (Failed Only) Status I see being important to notify on: SuccessfulPending/Received/Acknowledged (it's in process)Failed (something happened) Notification Channels I see being important to notify on: EmailIn-App (webapp or mobile app)App Push NotificationsWebhook (link to feature request)Slack (link to feature request)Discord (link to feature request)

In the past, Fidelity had strict restrictions on data sharing. Recently it seems that they have opened up on this. Many services now allow connectivity of investment and cash management accounts through Plaid, but that doesn't seem to be an option with Sequence. It would be nice to have live balances and other support for investment and cash management accounts in sequence.

If I have a complicated rule and I need to change the trigger/origin from one pod to another, I have to recreate the whole rule. Please add an option to move the trigger between pods/income sources.

Currently, Manual Liabilities only work if the service is integrated with PLAID. Affirm does not have any PLAID integrations. What i am currently thinking would be useful would be to add the ability create a "Manual-Manual" Liability that has the "Minimum Payment" and "Balance" Information that can be Edited manually. This way we can still add the item Into the debt snowball workflow.

I work at a local restaurant that takes many orders that later get turned into cash tips that I collect at the end of the night. It is very cumbersome to deposit money at a bank here and then ACH transact a transfer of that cash to a different bank. Is there any way that this can be done through GreenDot or another ATM network can support cash deposits and I think i have used a bank through Thread that has used this feature!

"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"

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