Ideas

What it does: Predicts your account balances weeks or months ahead by analyzing your income patterns, recurring expenses, and spending trends, showing you exactly when money will come in and go out. Why you'll love it: Make confident financial decisions by seeing your future cash position before it happens. Know if you can afford that vacation next month, when you'll have enough saved for a down payment, or if you need to adjust spending to avoid running low on funds. Stop living paycheck to paycheck and start planning with the confidence that comes from knowing what your finances will look like tomorrow.RetryClaude can make mistakes. Please double-check responses.

What it does: Monitors your investment allocation across all accounts and sends smart alerts when your portfolio drifts from your target percentages, with specific suggestions on which trades to make to get back on track. Why you'll love it: Maintain your investment strategy without constantly monitoring or doing complex math. Get notified exactly when to rebalance and precisely how much to buy or sell in each account to restore your ideal allocation. Takes the guesswork and emotional decision-making out of portfolio management, helping you stick to your long-term strategy like a disciplined investor.

What it does: Automatically tracks your total net worth over time across all accounts, investments, and debts, showing beautiful visualizations of your wealth progression with breakdowns by asset type and growth drivers. Why you'll love it: See the big picture of your financial progress beyond just checking account balances. Watch your net worth grow month over month, understand which investments or debt payments are making the biggest impact, and stay motivated by seeing your wealth-building journey mapped out visually. It's like having a personal wealth tracker that shows you're actually making progress, even when individual accounts fluctuate.

What it does: A powerful, universal search bar that instantly finds anything across your entire WonderMoney account - transactions, accounts, investments, budgets, reports, contacts, or even specific dollar amounts and dates. Why you'll love it: Find any financial information in seconds instead of clicking through multiple screens and menus. Whether you're looking for "that $47 charge from last month," all transactions with a specific person, or your Q2 investment performance, just type and get instant results. No more frustrating navigation or trying to remember which section contains what you need. Your entire financial life becomes as searchable as Google, making WonderMoney feel lightning-fast and effortless to use.RetryClaude can make mistakes. Please double-check responses.

What it does: Granular notification controls that let you customize exactly when, how, and what WonderMoney alerts you about - from spending thresholds and bill reminders to investment changes and security alerts, with options for email, push, SMS, or in-app only. Why you'll love it: Your financial notifications work the way you do. Get critical alerts immediately via text, daily spending summaries by email, and investment updates only when they matter to you. No more notification overload or missing important financial alerts because they got buried. You stay informed about what matters most to your money, on your terms, without the noise of irrelevant updates cluttering your phone or inbox.RetryClaude can make mistakes. Please double-check responses.

What it does: A live, public dashboard showing the real-time connection status and reliability of every bank and financial institution integrated with WonderMoney, including uptime statistics, sync speeds, and any current issues. Why you'll love it: Complete transparency about which banks work best with WonderMoney before you even sign up. No more wondering if your specific bank will have connection problems or slow syncing. You can see exactly how reliable each integration is, check if any current outages are affecting your accounts, and make informed decisions about which banks to use based on their WonderMoney compatibility. It's like a status page that helps you plan your entire banking setup for maximum reliability.RetryClaude can make mistakes. Please double-check responses.

What it does: A browser extension that automatically captures your Amazon and other online purchases, enriching them with detailed product information, categories, and spending insights that sync directly to your WonderMoney account. Why you'll love it: No more mystery " Amazon.com " charges on your statements. See exactly what you bought, when, and how it fits into your spending patterns. Track how much you're really spending on books vs. electronics vs. household items, and get insights into your online shopping habits. Your purchase history becomes a powerful tool for budgeting and understanding where your money actually goes, without any manual entry or guesswork.RetryClaude can make mistakes. Please double-check responses.

Allow deleting account transactions This is easy on manual transactions but what is expected when the transaction is from a sync'd bank account ?

Allow hiding transactions from the account transactions view

As a parent, I want to know which categories (of transactions) are biggest. So that I can better anticipate my next month. Interesting extras would be, pie chart of the month, and on the side a "compare" month / average of last quarter / year. maybe a compare with Budget. maybe a line graph of the top 5 categories throughout the months