Roadmap

This is how our future looks like

Roadmap

Community suggests(68)

Regex transaction name rules

Post Stocks!!!!

Savings Pod

Enable Rule Conditions for Each Individual Action

Enhance Top-Up Transfers with a Minimum Balance Limit

Availability for Puerto Rico User

Balance for Liabilities Says "Available Balance"

Card Colors in Apple Wallet per Pod

Sequence to Sequence Payments

Rule Conditions based on Amounts Received / Transferred

Under consideration(12)

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

Have a public provider table

Planned(14)

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

Improve "Your Rule Just Ran" Email

Public Sequence Status Page

Notify rules that will fail due to insufficient funds

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

Provide access to viewers by beneficiary

In Progress(5)

Create Debit Card Management Page

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

Add all transaction types, including cards, to activity log

Add sorting and filtering abilities to activity log and rule management

Improving liability payments and adding bill pay

Released(17)

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

Enable 1 big Table view for all income sources, accounts and pods

Support Passkeys

Use an account balance as a second value in a condition comparison

Bugs(5)

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