Ideas

A keyboard-driven command palette that provides instant access to navigation, actions, and search across the entire application, streamlining workflows and reducing clicks. Key Features: Universal search (accounts, transactions, budgets, goals, reports) Quick navigation to any page or view Direct action triggers (e.g., "Add transaction," "Create budget," "Run report") Recent items and frequently used commands Fuzzy search with intelligent matching Keyboard shortcuts display and execution Context-aware suggestions based on current view Example Commands: "Go to investments" "Add expense" "Show spending report" "Create savings goal" "Search transactions: Amazon" "Export data" "Mark transaction as shared" Technical Considerations: Cross-platform keyboard shortcut (CMD+K on Mac, CTRL+K on Windows) Fast indexing for instant results Mobile alternative (search icon or gesture) Command history and favorites Extensible architecture for adding new commands Benefits: Faster navigation for power users Reduced learning curve (discoverable features) Accessibility improvement Reduced UI clutter (less need for visible buttons)

Enable users to categorize accounts and transactions as "Mine," "Theirs," or "Ours" (shared) for household financial management. Provides clear visibility into individual vs. joint financial activity for couples and partners. Key Features: Account-level attribution (assign entire accounts to individual or shared) Transaction-level attribution (mark specific transactions as mine/theirs/ours) Filtered views by ownership (toggle between personal, partner, and shared perspectives) Contribution tracking and reporting Split expense calculation Individual and combined net worth displays Budget allocation by ownership type Use Cases: Couples managing joint and separate finances Tracking personal vs. household spending Understanding individual contributions to shared goals Simplifying tax preparation for dual-income households Fair expense splitting in cohabiting relationships Potential Views: Dashboard filtered by "My Finances," "Their Finances," or "Our Finances" Contribution summary reports Spending breakdowns by person Shared goal progress with individual contributions visible

An intelligent, conversational assistant integrated into WM that helps users understand, manage, and take action on their finances through natural language queries. Example Capabilities: "How much did I spend on groceries last month?" "How have my investments performed last year against the S&P 500?" "What were my top 5 purchases in the last 2 years?" "Am I on track to meet my savings goal?" "Show me where I'm overspending this month" "What's my net worth trend over the past year?" Key Features: Natural language processing for financial queries Contextual data analysis across accounts and time periods Comparative analytics (e.g., benchmarking against market indices) Transaction categorization and insights Proactive alerts and recommendations Multi-turn conversations for follow-up questions Action triggers (e.g., "Set a budget for dining out") Potential Integrations: All connected financial accounts Budget and goal tracking Investment portfolio data Transaction history Market data and benchmarks

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: 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 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

Create rules to auto categorize transactions

Add possibility to hide certain transactions from the statistics