Planned
3Committed and queued
Ability to import transactions from one CSV across multiple accounts
Hello, Currently, we have to import transactions multiple times across different accounts and CSV files. It would be...
Export
Full export of all transactions across all accounts. This increases user trust by ensuring they never lose access to...
Visualize liquidity of money
Hello! It would be amazing to understand how much of the Net worth is liquid vs not liquid. There could be some...
In Progress
3Actively being built
Savings Goals & Progress Bars
I was thinking it'd be awesome to have a Savings/Investment Goals feature. Imagine being able to set a goal (e.g.,...
Joint accounts with custom percentage splits
It would be great to have joint accounts where expenses are automatically split by custom percentages (like 50/50 or...
Shared access for family accounts
Allowing two users to view the same budget summary would make household planning much easier.
Done
14Recently shipped
Labels 2.0
Right now we already have an option for labeling transactions, but we can not see how much are we spending per month,...
Recalculate account balance automatically when deleting a transaction
**What's the idea?** Right now, when you delete a transaction, the account balance doesn't automatically update. To...
Recurring monthly budget alerts
I would like the option to set a threshold for my spending categories that triggers a notification when I get close to...
Category hierarchy
Example: - Transport - Taxi - Public transport This improves structure without making categorization overly...
Yearly cashflows
Right now on the cashflow page you can only see info by month. It will be amazing to also see yearly data.
Extract and Import Debtor/Creditor Name from Transaction Details
As a user importing financial transactions (via CSV/CAMT or bank sync), I want WhisperMoney to automatically extract...
Multiple Currency like PKR - Pakistani Rupee
Team, Please have a PKR - Pakistani rupee in the currency
Ability to sort categories by Color, Type, and other attributes
**What's the idea?** Right now in **Settings > Categories**, we can only sort our categories alphabetically by name....
Give me the option to turn off notifications about new transactions.
I'm getting a daily email that tells me new transactions have been imported. But I can't find the option to turn it...
Add YYYYMMDD format on CSV/Excels imports
My bank export all transactions by default with this date format and, because it's not available on the importer. I...
Ability to reorder connected bank accounts
Currently, connected bank accounts and balances are displayed under the total net worth in the order they were linked....
Other currency
HKD (Hong Kong Dollar)
Monthly trend charts for individual spending categories
**Problem:** Users can see their overall monthly cash flow, but they cannot track how a specific category (e.g., fuel,...
Smart Automated Rules suggestions
Instead of having to manually create each automatic rule, could we use AI to recommend rules based on our transactions...