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.
Roadmap for 2022/2023
Complex split transactions (where you can split income/expense/transfer in one transaction)
Investment holdings details view - ability to see stock lots as well as transactions associated with given holding only
Automatic detection of bills (to ease the initial creation of scheduled transactions, give you insights for cancelling unneeded subscriptions etc)
Apple Watch app
Introduce a configurable Dashboard
Redesign Scheduled transactions to allow mass payments, possible grouping, table view
Budgets rebalancing screen
Integration with Bevlo for better support of banks in Latin America
Include location information for transactions
Ability to set a specific period of a scheduled transaction to be different amount
Rules engine for import (both manual and from online banking)
Complete redesign of the Loan accounts to allow for more versatile setups
Allow customizing how many fields you see in the list of transactions on iPhone
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