Calendar-based visualization of transactions for easier planning and review.
Hello, Currently, we have to import transactions multiple times across different accounts and CSV files. It would be nice if we could somehow import all of them under one csv, where a column indicated the account and Whisper Money soft matches it (e.g., Chequing matches Checking).
I was thinking it'd be awesome to have a Savings/Investment Goals feature. Imagine being able to set a goal (e.g., "7,500€ for a motorcycle") and link a specific account to it. It would be amazing to see a progress bar on the dashboard filling up as you save for different things, like an emergency fund or a personal project.
It would be great to have joint accounts where expenses are automatically split by custom percentages (like 50/50 or 60/40). That way, if you track your personal finances, you only see your actual share of an expense instead of the full amount—like paying €20 for a €40 dinner if you're splitting it half and half.
Allowing two users to view the same budget summary would make household planning much easier.
Hello! It would be amazing to understand how much of the Net worth is liquid vs not liquid. There could be some accounts, like real state or Pension Plans (in Spain) that are not liquid money because of the restriction that you have to take the money back. Maybe we could set an account-level attribute to consider which money is liquid or not (maybe with some default values by account type if not set). Then allow the user to filter by liquidity in the dashboard, the same as they can do with real state/loans This could help people to plan better the mid-term expenses.
Full export of all transactions across all accounts. This increases user trust by ensuring they never lose access to their financial history.
Calendar-based visualization of transactions for easier planning and review.
Hello, Currently, we have to import transactions multiple times across different accounts and CSV files. It would be nice if we could somehow import all of them under one csv, where a column indicated the account and Whisper Money soft matches it (e.g., Chequing matches Checking).
I was thinking it'd be awesome to have a Savings/Investment Goals feature. Imagine being able to set a goal (e.g., "7,500€ for a motorcycle") and link a specific account to it. It would be amazing to see a progress bar on the dashboard filling up as you save for different things, like an emergency fund or a personal project.
It would be great to have joint accounts where expenses are automatically split by custom percentages (like 50/50 or 60/40). That way, if you track your personal finances, you only see your actual share of an expense instead of the full amount—like paying €20 for a €40 dinner if you're splitting it half and half.
Allowing two users to view the same budget summary would make household planning much easier.
Hello! It would be amazing to understand how much of the Net worth is liquid vs not liquid. There could be some accounts, like real state or Pension Plans (in Spain) that are not liquid money because of the restriction that you have to take the money back. Maybe we could set an account-level attribute to consider which money is liquid or not (maybe with some default values by account type if not set). Then allow the user to filter by liquidity in the dashboard, the same as they can do with real state/loans This could help people to plan better the mid-term expenses.
Full export of all transactions across all accounts. This increases user trust by ensuring they never lose access to their financial history.
Calendar-based visualization of transactions for easier planning and review.
Hello, Currently, we have to import transactions multiple times across different accounts and CSV files. It would be nice if we could somehow import all of them under one csv, where a column indicated the account and Whisper Money soft matches it (e.g., Chequing matches Checking).
I was thinking it'd be awesome to have a Savings/Investment Goals feature. Imagine being able to set a goal (e.g., "7,500€ for a motorcycle") and link a specific account to it. It would be amazing to see a progress bar on the dashboard filling up as you save for different things, like an emergency fund or a personal project.
It would be great to have joint accounts where expenses are automatically split by custom percentages (like 50/50 or 60/40). That way, if you track your personal finances, you only see your actual share of an expense instead of the full amount—like paying €20 for a €40 dinner if you're splitting it half and half.
Allowing two users to view the same budget summary would make household planning much easier.
Hello! It would be amazing to understand how much of the Net worth is liquid vs not liquid. There could be some accounts, like real state or Pension Plans (in Spain) that are not liquid money because of the restriction that you have to take the money back. Maybe we could set an account-level attribute to consider which money is liquid or not (maybe with some default values by account type if not set). Then allow the user to filter by liquidity in the dashboard, the same as they can do with real state/loans This could help people to plan better the mid-term expenses.
Full export of all transactions across all accounts. This increases user trust by ensuring they never lose access to their financial history.