Roadmap

This is how our future looks like

Community suggests(126)

Under consideration(15)

Planned(15)

In Progress(5)

Released(28)

1
Make Incoming Transaction Aggregation Toggleable Per Pod
#Rules and capabilities#Deal Breaker 💔
1
Minimum payment rule
#Rules and capabilities
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 🎨
16
"Mark as Direct Deposit" for Pods, not just Income Sources
1
Rule simulations for single rules
#Rules and capabilities#Visuals and UX 🎨

Roadmap

Community suggests(126)

Account view option - mobile

Ability to mark One-time manual transfers as Direct Deposit

Check deposit history with check images

Ability to "pause" a rule in a ruleset

Multi-target pod balance indicators with color coding

Ability to initiate transfer between pods via API

Send action details with Remote API Query

Add API endpoint for changing which pod is assigned to omni card

Creation date under beneficiary page

Monthy Calander view of Pods / Liabilities.

Under consideration(15)

Skip another step to view transactions

Add Source-Based and Text-Based Rule Conditions

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

Planned(15)

Allow Omni Card for Each Account Owner/Beneficiary

Provide access to viewers by beneficiary

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

In Progress(5)

Better social media responses

Custom Date triggers

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

Add sorting and filtering abilities to activity log and rule management

Improving liability payments and adding bill pay

Released(28)

Make Incoming Transaction Aggregation Toggleable Per Pod

Minimum payment rule

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

"Mark as Direct Deposit" for Pods, not just Income Sources

Rule simulations for single rules

Bugs(8)

API learn more link goes to permission error page

auto-populate the From and To Pods based on that connection.

Fix Run Simulation

Apple Card breaks rules

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