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.
Our development is in Ukraine, in very hard conditions. Please expect delays.
To see what we’ve completed already and when, check the release notes.
Roadmap for 2026
Built-in HMRC tax reporting
iCloud Sync integration with sharing
Payee icons
Major redesign and improvements in Reports
2FA logins
Ability to force refresh online bank accounts per request at any time (billed per refresh), as opposed to once a day
On device AI chatbot for financial analysis (using local LLM)
Lots of smaller new features
New providers for online banking to expand support of banks in various countries