I receive my paycheck at the end of the month. The "summary for {month}" widget is accordingly not very insightful. The widget only highlights my spending for most of the month.

I would like to have a similar insight, but one that resets the counters on the day I receive my paycheck: "Summary since last paycheck".

I want to see my total account(s) balance and the evolution over time. This will help me get a better picture of my current financial position. I want to know how am I doing compared to a certain point in time. E.g. see my balance is up by €100 since exactly 1 month ago.

I now can find the total of all my bankaccounts by clicking twice (journal, individual bank account, bank account). This should be available immediately in insights

This could be shown as a graph on the home-screen.

If a customer has multiple years of transaction data in Cake, we should allow users to change the timeframe for which insights are shown. This would be for:

• Yearly
• Monthly
• Weekly
• Last 30 days
• Last 3 months
• Last 6 months
• Last 12 months

I would like to experience Cake also on my desktop. As this has a bigger screen the overview of transactions and spending/earning/saving will be more visual.

I would like to add tags (labels) to a transaction. This would allows me to create personal "categories" for transactions.

I would like to set a category spending budget in Cake. If I go over this spending budget in a specific category, the Cake app will inform me.

When setting this up, Cake should suggest to me a recommended budget based on peers or my historical spending.

I would like to add my investment a securities (brokerage) account account into Cake; automatically synchronizing my investments or financial assets.

I would like to categorize my transactions using categories in the categorization model discussed in this idea.

Let us know what you think? What's missing? Or what's plainly wrong?

We will frequently update this model (based on your feedback).

I have a shared/common bank account with my partner. We would like to share the transaction feedback for this bank account.

When I enrich a transaction (add merchant, location or category), I would like this to be visible in the Cake account from my partner.

I would like to use the Cake app to pay at store payment terminals. This would add convenience and make Cake a hub for everything related to finances.

It could be identical to services like Google Pay and Apple Pay. Ideally, users should have the option to choose the card when initialising the payment. Maybe it could even be integrated with Cake Rewards for purchases at partners.

The current legislation doesn't allow us to connect to savings accounts. We can however track transfers to (and from) savings account.

As a user I want to manually define the amount of money on my savings/investment account. It should also be possible to update the amount of money on my savings/investment account (in case the amount on my savings/investment account is not correct). This will ensure that I see the amount of money in my savings/investment account in Cake.

Possibilité de reprendre les paiements récurrents à montant fixe comme les prêts hypothecaires ou assurance ou autre afin d’avoir une vue sur le budget prévisionnel en fin de mois.

I want to hide an incorrect transaction from my insights, because it shows wrong information.

Although we don't want to exclude transactions, we are working on different ways to 'correct' certain transactions. Some of the other features in development:
- Linking transactions (e.g. refunds, reimbursements)
- Mark as transfer (adding IBAN or categorising as savings)
- Viewing insights with the option to temporarily hide categories (e.g. home)
- Control the time period for the average calculation (e.g. last 6 months)

I want to be able to repeat a transaction using Cake, so I don't waste time filling in the details again.

This would copy all data from an existing transaction visible in Cake to a new transaction. E.g. for credit card payments, the structured remark would already be in place.

As a user, I would like to see my insights of the coming month based on recurring transactions such as salary, loan, mortgage, gas, water, electricity, Netflix, etc. So that I can create a budget plan for the coming month.

Possible Extras:
* Configure the recurring timeframe: monthly, three-monthly, yearly, ...
* Add manual future transactions that you already know of like paying a bill that is due the next month.

I want to select 1 or more categories as favourite, so I can give transaction feedback more easily. Currently I have to retype my most used categories every time. Some quick selection options would make the categorisation less repetitive and boring.

Other types of quick selection categories could be based on:
- Recently used
- Most frequently used
- Suggested by Cake
- etcetera

Vakbond

I would love to see the font size increased for readability reasons. It’s very difficult to see what the value of an amount behind the comma is. I have no visual impairment and I am required to be very close to my screen. Even when conditions are perfect (for example inside with no reflections on my screen). This is time consuming and could be improved.