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Main Roadmap

Add the ability to organize categories into higher-level groups, such as Housing, Utilities, Transportation, Health &amp; Fitness, etc., and display those groupings in reports.Currently, reports show categories in a flat list. This feature would allow users to create or assign categories to groups so the income and expense report can be viewed in a more organized, management-report style format, while still keeping the default experience simple for users who do not need grouping.

In Review

Category Groups for Reports

Mike

Allow users to navigate FreeBudget quickly using keyboard shortcuts instead of a mouse. This would make managing finances faster for power users who frequently review transactions or reports.

Keyboard Shortcuts for Faster Navigation

Tag transactions for one-time events or special situations to make analysis more flexible.

Transaction Tags

An Anonymous User

Add a monthly and weekly calendar view that shows transactions on their actual or scheduled dates. Users should be able to see upcoming bills, paychecks, and spending patterns in a timeline instead of only in tables and reports.

Calendar View for Transactions

Allow users to take a photo of a receipt and automatically create a transaction with the extracted details. This could significantly reduce manual data entry.

Scan Receipts to Create Transactions

When categorizing a transaction, show how similar transactions were categorized previously. This could make categorization faster and help keep categories consistent.

Option to Show Last Used Category When Categorizing Transactions

Track progress toward goals like saving more, paying down debt, or building a stronger emergency fund.

Financial Goals

Save your preferred dashboard and report views as the default experience.

Saved Default Views

Keep upcoming bills and recurring expenses visible so planning feels easier and more proactive.

Upcoming Bills and Recurring Expense Tracking

Connect Amazon activity for clearer purchase context and easier expense review.

Amazon Purchase Details

Add the ability to manually rearrange the order of categories and accounts instead of only sorting them alphabetically or by default order.This would allow users to organize their FreeBudget setup in the way that makes the most sense to them. For example, users could place their most-used categories or accounts at the top, group related accounts together, organize categories around their personal budgeting workflow, or control how items appear in the Dashboard, Reports, and Budget tabs.

Planned

Custom Category & Account Sorting

Highlight possible duplicate transactions so it is easier to catch and fix mistakes.

Duplicate Transaction Detection

Reduce confusion during account linking by handling loan accounts more clearly.

Clearer Account Linking for Loans

Carry over over-budget or under-budget amounts into future budget periods.

Budget Rollovers

Connect supported investment accounts for a more complete financial picture.

Investment Account Connections

Improve scaling and structure of the budget fill bars and sankey charts.

Completed

Improve Budget Fill Bars Chart & Sankey Chart

Improving the UX of the dashboard drag and drop to allow users to move all charts to full length and half length.

Improved dashboard drag and drop

Allow users to map CSV columns during import and save the mapping as a reusable template. This would make recurring imports much faster and easier.

Improved CSV Import with Column Mapping

Continue improving automated coverage so customer-facing experiences stay more dependable.

Stronger Front-End Reliability

Choose whether synced and imported transactions should be auto-categorized or left uncategorized.

Turn Off Auto-Categorization

Create your own categorization rules to shape how transactions are automatically organized.

Custom Categorization Rules

Add a faster way to create transactions, accounts, categories, and other records from the mobile navigation.

Quick Add Button on Mobile

Bring the mobile navigation closer to the desktop experience for easier switching between devices.