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n
2mo ago

Tracking limits

For ISAs, it would be useful to know that the limit is being utilised, especially since it’s now possible to add to multiple ISAs in a tax year. I’m also tracking my partner’s ISA and a Junior ISA, just to make it more complicated!

On bank accounts, it would be useful to track interest, so that it can warn if it has or will reach the £500 limit, when it becomes taxable.

1 reply
2mo ago

Hey! Thanks for the feedback. It's a tricky one as not all of our users are UK based - I think there could be a good way of doing this with tagging though. It also relies on transactions being available (which is coming later this year) so we can see inflows to the ISA account.

You will also be interested to know that we have a "family" mode in the works where you can add a spouse and/or children to your account and ringfence their accounts. If there's anything else you think of, please don't hesitate to let us know. Happy Easter!