Roadmap

This is how our future looks like

Community suggests(63)

Under consideration(14)

Planned(13)

1
Implement additional "Transfer packs"
#Financial Products#Misc 🤷
3
Allow Creation of Manual Liabilties without PLAID integration
#Rules and capabilities#Integrations and connectivity🔗
4
Enable 1 big Table view for all income sources, accounts and pods
#Visuals and UX 🎨
8
Support for Fidelity Accounts
#Integrations and connectivity🔗
14
Improve "Your Rule Just Ran" Email
#Rules and capabilities
7
Add all transaction types, including cards, to activity log
#Rules and capabilities#Visuals and UX 🎨
4
Add sorting and filtering abilities to activity log and rule management
#Visuals and UX 🎨
56
Issue a single physical card, and allow users to choose which pod to charge
#Financial Products
12
Provide access to viewers by beneficiary
#Rules and capabilities#Integrations and connectivity🔗
40
Simulations of rules w/o actually tranfering money
#Rules and capabilities#Visuals and UX 🎨

In Progress(1)

27
Improving liability payments and adding bill pay
#Financial Products

Roadmap

Community suggests(63)

Use of GreenDot or other cash deposit ATM network.

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

Current Balance limit for liablities

Cashback on rent/mortgage payments

Sequence / Debit Card / balance quick look

Simulation Dates

Support Zelle transfers as Income

Allowing multiple rules to be run at once manually

Last Sync Time for Current Balance and Transactions (Income Source/Pod)

Under consideration(14)

Mobile Web App - Overview Page

Time Delay for On Incoming Funds

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

Improve update times for depository accounts

Transfer Rules Based on Other Accounts

Implement a US Banking Calendar

Rule Requires an "approval" to continue

Trigger by Funds Arrival Date

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

Integrate Quickbooks capabilities into Sequence

Planned(13)

Implement additional "Transfer packs"

Allow Creation of Manual Liabilties without PLAID integration

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

Support for Fidelity Accounts

Improve "Your Rule Just Ran" Email

Add all transaction types, including cards, to activity log

Add sorting and filtering abilities to activity log and rule management

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

Provide access to viewers by beneficiary

Simulations of rules w/o actually tranfering money

In Progress(1)

Improving liability payments and adding bill pay

Released(8)

Rule simulations for single rules

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

Statement bulk downloads

While you were away

Snowball and Avalanche debt payment

Consider pending transfers when running a rule

Naming ACH transfers

Send and deposit checks from Sequence

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