Roadmap

This is how our future looks like

Community suggests(91)

Under consideration(13)

Planned(13)

In Progress(4)

25
Show balance in pods, and income sources, after each transaction
#Rules and capabilities
7
Add sorting and filtering abilities to activity log and rule management
#Visuals and UX 🎨
26
Provide access to viewers by beneficiary
#Rules and capabilities#Integrations and connectivity🔗
50
Improving liability payments and adding bill pay
#Financial Products

Released(24)

2
Remove Spaces from Debit Card Number for Copy/Paste
#Visuals and UX 🎨#Misc 🤷
9
Top-up current balance using linked credit cards uses credit limit not current balance
#Bug Report 🐛
1
Balance for Liabilities Says "Available Balance"
#Bug Report 🐛
2
Subscription Proration for Upgrades and Conversions ✨
#Visuals and UX 🎨#Financial Products#Deal Breaker 💔
12
Mobile Web App - Overview Page
#Visuals and UX 🎨#Integrations and connectivity🔗#Misc 🤷
2
Integrate/ Streamline UI/UX of One-Time Transfers to be done via standard map view
#Visuals and UX 🎨
1
Rule simulations for single rules
#Rules and capabilities#Visuals and UX 🎨
2
Implement additional "Transfer packs"
#Financial Products#Misc 🤷
7
Apple Wallet
#Rules and capabilities
2
Extend Liability Metadata to non Liability Targeted Rules
#Rules and capabilities#Security

Roadmap

Community suggests(91)

Flexible Account Structures & Granular Beneficiary Permissions

Due Date Column in Account List

Top Up to [Target Balance]

Global Minimum Transfer Amount

One Time Top-Up

Higher Description field character limit for transfers

Naming Standard for Closed Accounts

Change Statement Name to Beneficiary-Account-AccountStatus[closed]-YYYYmmdd.pdf

Batch Statement Download

API Balance Return Account Number

Under consideration(13)

Mail Physical Check as External Destination

AI Spending Tracker

Time Delay for On Incoming Funds

Schedule a one-time transfer for a specific date and time.

Improve update times for depository accounts

Implement a US Banking Calendar

Rule Requires an "approval" to continue

Trigger by Funds Arrival Date

Integrate Quickbooks capabilities into Sequence

Round up rules for investments/specific pods

Planned(13)

Simulations of rules w/o actually tranfering money

Map organizer + Notes on the map

Incorporate HYSA into the Sequence ecosystem

Add customizable tags to Sequence account

Develop an iOS app

Automatically email statements

Toggle / Drop Down to Change Transfer Account

Allow Creation of Manual Liabilties without PLAID integration

Transfer Rules Based on Other Accounts

Support for Fidelity Accounts

In Progress(4)

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

Add sorting and filtering abilities to activity log and rule management

Provide access to viewers by beneficiary

Improving liability payments and adding bill pay

Released(24)

Remove Spaces from Debit Card Number for Copy/Paste

Top-up current balance using linked credit cards uses credit limit not current balance

Balance for Liabilities Says "Available Balance"

Subscription Proration for Upgrades and Conversions ✨

Mobile Web App - Overview Page

Integrate/ Streamline UI/UX of One-Time Transfers to be done via standard map view

Rule simulations for single rules

Implement additional "Transfer packs"

Apple Wallet

Extend Liability Metadata to non Liability Targeted Rules

Bugs(6)

Apple Card breaks rules

Rule Management Sort Index Misalignment

Flagstar MyLoans is not showing up as an option in Plaid

TD Auto Finance isn't supported by neither Method nor Plaid

EdFinancial Services student loans import in a strange way

Connecting Plaid to car loans doesn't access necessary details