Product feedback
J
18d ago

Adjust Forecast Settings and Monthly Contribution Allocation

I like how I can choose different risk settings in the chart but I'd also like to adjust these manually. In addition, I'd like to know how/where my monthly contributions are being used. I could put some into a savings account, some into stocks, etc. So maybe an option where I can allocate my monthly contributions to the correct account would be great

1 reply
A
1m ago

Filtering

I couldn't find any filtering options on the accounts page. Could you please clarify if there are any features or tools to sort or filter the displayed accounts based on specific criteria? If not, is there any plan to implement such functionality in the future?

1 reply
J
1m ago

More Currencies

Hi,

I can see that you've added a currency toggle in the menu bar, which helps as I'm in USD. However, I also have some accounts in CAD. Is there the possibility to add more currencies? If there's a list, please add CAD

Thanks

2 replies
A
1m ago

It would be cool if you guys made the app more customizable!

 

4 replies
A
1m ago

Security

Hi! I'm considering linking my accounts but am a little skeptical about whether it's safe to do so. Is there a way to reassure me that my data is safe when linking accounts?

1 reply