These are some of the features we have planned for now. More will come of course as MoneyWiz matures over time.
We’ll do our best to stick to this roadmap, but we may change it at any time for reasons we can't currently foresee.
If we are delayed with something it may affect the timing of the entire roadmap.
We do regular bug fixing which sometimes takes longer than expected, which can also alter the timing of when we introduce these new features. We don't list bug fixing on the roadmap.
We’ll regularly update the roadmap with new features and remove complete ones.
To see what we’ve completed already and when, check the release notes.
Improvements to Reports
"Info cards" that show relevant information throughout the app, similar to the current ones in investment accounts.
Improvements to investment accounts - live prices, after-hours prices, global coverage, display tax lots etc.
iOS 14 widgets
Introduce a configurable Dashboard
New and searchable category icons, emojis for category icons (optional) and emojis for budgets icons (optional)
Automatic budget proposals + show un-budgeted transactions
iCloud receipts sync
Introduce asset accounts
Complex split transactions (where you can split income/expense/transfer in one transaction)
Ability to see/edit the cleared/pending transaction status directly from the transaction creation screen
Touch Bar integration on Mac
For Credit Cards allow grouping the list of transactions by statement period
After Q3 2021
Completely new Apple Watch app
Automatic local backups of the MoneyWiz database file
Drag & drop of transactions to/from list of transactions and scheduled/budgets
Redesign Scheduled transactions to allow mass payments, possible grouping, table view
Include location information for transactions
Ability to easily see past payments of a specific scheduled transaction
Investment holdings details view - ability to see stock lots as well as transactions associated with given holding only
Remove the calculator keyboard from transaction layout options and put it as button in the numpad accessory view, to allow easy switching between regular numpad and calculator
Ability to set a specific period of a scheduled transaction to be different amount
Advanced rules for scheduled transactions (such as every first Monday of the month etc)
Rules engine for import (both manual and from online banking)
Allow customizing how many fields you see in the list of transactions on iPhone
Investment accounts to show daily change and portfolio total G/L
Download and show proper account logo/icon for online connected accounts, when available
Include budgets into the forecast
Ability to set custom exchange rates for currencies
Ability to select default camera to use on Mac with an external camera (for receipts taking)
Ability to Undo transaction entry/deletion/changes
Ability to create scheduled investments
Receipts scanning & OCR