These are some of the features we have planned for now. More will come of course as MoneyWiz matures over time.

Disclaimers:

  • 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.

Q2 2021

  • 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

Q3 2021

  • 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)

  • Siri Shortcuts

  • 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

  • Checks printing

  • 2FA

  • Receipts scanning & OCR

Did this answer your question?