We're excited to announce a new feature that makes viewing and analyzing your finances even more intuitive - the Cash Flow Sankey view. This interactive diagram gives you a clear and engaging view of where your money comes from and where it goes each month.
One of the exciting parts of our Sankey diagram is its ability to be shared with others. Whether you're discussing your finances with a family member, or seeking advice from a financial planner, you can conveniently share your income and expense flow. For privacy, you also have the option to share the diagram with all dollar amounts hidden.
Your feedback was instrumental in making this update possible, and we can't wait for you to start using it!
Other Improvements
Added recommended categories, within the category menu, to make it easier to recategorize transactions.
Added recommended merchants, within the merchant menu, to make it easier to recategorize transactions.
Added additional ways to sort transactions. In addition to newest to oldest, and largest to smallest, we’ve added oldest to newest, and smallest to largest. You can use these sort options combined with filters to get a super refined list of transactions.
Added additional connection options to thousands of financial institutions
Bug Fixes
Fixed an issue where some Fidelity accounts were not syncing holdings data
Fixed a small bug that may have resulted in missing transactions in minor cases
Fixed a bug on the cash flow page that showed a negative savings rate instead of 0%
Fixed a bug where rules were not applying to transactions in a specific case where a data provider updated the merchant name between when the transaction was pending and posted
What’s Next
Rollover budgets on the Group level.
Ability to assign a transaction as needs review by a specific person in the household
Fixed/Flex/Non monthly budgeting
Improvements to how goals work. Thank you to everyone who filled out the survey from last month's product update email! Our team is reviewing it all now.