Open Roadmap - Cake


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  1. 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
    117 votes

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    Implemented  ·  Henry Bouciqué responded

    Insights in Cake got a major redesign! 🥳✨

    With the latest update you can see insights for specific merchants, categories or time periods 🙌 How much did you spend on groceries in 2021? 🤓📈

    If you have feedback or suggestions, let us know on the Open Roadmap or via the app!

  2. I would like to filter the views in Cake to show only a specific account, or a group of bank accounts. We will refer to this as account groups in Cake.

    In the current implementation, I always see the view of all connected accounts. I would like to look at the details of a single account, or of a group of accounts; for example all personal, shared, or business accounts.

    The views include the journal, and the insights and reports on the dashboard.

    Note: We will introduce default groups for all personal and all professional accounts. In addition to this,…

    126 votes

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    Implemented  ·  Henry Bouciqué responded

    As you may have seen in your app, Account Groups are live! 🥳

    You can now separate your shared, business, personal or other accounts. 😎 Check it out or update your app to explore this cool new feature!

  3. I would like to select the time range for which averages are calculated, so the figure is more accurate. Ideally this can be done independently for income, savings or spending.

    Currently averages can be higher (because of outliers) or lower (because it looks at all historic data in Cake).

    18 votes

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  4. I would like to review the evolution of my income or spending over time.

    This can be:
    - my general spending
    - a specific category
    - a specific merchant
    - a specific person

    18 votes

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    Implemented  ·  Henry Bouciqué responded

    Insights in Cake got a redesign! 🥳✨

    We added new functionalities allowing you to discover and understand your finances even more. 🤓📈

    And there is more coming in the following weeks 🙌

  5. As a user, I would like the dashboard screen to give me a better insight into my spending, income and savings.

    Note: We have identified that some users don't visit the detailed spending, income and savings dashboards. We will slightly change the design to tackle this.

    21 votes

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  6. I would like to receive a push notification when the connection of my bank account has expired.

    19 votes

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  7. I would like Cake to exclude transfers between my own accounts. If I transfer money between two of my own accounts, I don't want this transfer to be counted as either income or spending.

    Note (from Cake): This has been implemented, but there are two conditions to take into account:
    * You need to store all your accounts in Cake (they don't even have to be connected and synchronizing). This is the way to tell Cake that these are all your accounts, and excludes them from income or spending totals.
    * We have noticed that some banks currently don't always…

    22 votes

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  8. I want to see the list of personalised Reward offers immediately after onboarding Cake, so I can make use of them instantly. Currently, I have to wait for it during a period of a few hours to max 48 hours.

    1 vote

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    Implemented  ·  Henry Bouciqué responded

    With the latest release, new Cake users will get to see their personalised set of Offers almost instantly. No more waiting!  🎉

  9. I would like transfers to (or from) my savings account not to be included in my spending (or income) totals.

    Note: This has already been implemented. In order for this to work, you have to store your savings accounts in Cake. This way Cake knows that this is your savings account. We have written an extensive blog post on savings:

    How to track your savings in Cake?
    https://blog.cake.app/using-cake/how-to-track-your-savings/

    • It seems that some banks are not sending us the account number in a transfer. In this case Cake can not detect the transfer. As a solution, you can categorize these transactions…
    8 votes

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  10. At this moment the first account at a bank has a full transaction history (at some banks even multiple years of transactions). The second account, at the same bank, is limited to displays only a limited amount of months.

    It would be nice to have the full history for each account (at the same bank).

    8 votes

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  11. If I categorize a transaction as savings or investments, I would like it to be tracked accordingly in the savings dashboard.

    17 votes

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  12. As a user, I would like the settings screen to be improved:
    * add a clear description for each of the settings
    * highlight the outstanding actions

    Note: We have identified that some of our users don't understand specific settings. In addition, the outstanding actions are not highlighted clearly.

    8 votes

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  13. I would like to receive a push notification when the connection of my bank account is about to expire.

    9 votes

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  14. I would like to add my BNP Paribas Fortis, Fintro and Hello Bank accounts into Cake.

    Note (from Cake): This interface is in testing. Unfortunately we have no insight into the planning of the banks at this time being. It's unclear when we have an interface that meets the basic quality standards so we can integrate and support these accounts. It can be tomorrow, next week or even next month...

    We test interfaces on a daily basis, and also report all shortcomings bank to the technical teams of the banks. Together with other FinTech players in the market, we have…

    52 votes

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    Implemented  ·  10 comments  ·  Accounts  ·  Admin →
  15. If you have a month with an outlier (an exceptional total), this squeezes the entire insight. I would like outliers displayed in a different way, so they don't squeeze the entire graph.

    8 votes

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  16. I would like to change the category of a transaction.

    Note (from Cake): We technically refer to this as (transaction) feedback. We collect all feedback events and apply "wisdom of crowds" algorithms to improve our transaction enrichment models. The goal is to accurately translate those cryptic transactions into meaningful transaction lines.

    22 votes

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  17. As a user, I would like the rewards screen to to give me a full overview of my Cake Rewards:
    * The Cake rewards I've already earned.
    * The Cake reward offers that are targeted to me (both on next payment, and on each payment rewards).
    * The introduction of reward offer categories, to improve the overview of all reward offers.

    6 votes

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  18. I would like the member-gets-member program to reward both parties:
    * the person who invited a family member or a friends
    * the family member or a friends

    4 votes

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    Implemented  ·  Henry Bouciqué responded

    Hurray! 🥳 From now on, both parties will earn a Reward for a referral! Invite everyone you know, and earn some easy money!

  19. I would like to report a transaction that is missing a reward (or a transaction that received an incorrect reward).

    The feedback would be sent to the Cake team, to investigate and where necessary correct the reward.

    3 votes

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  20. I would like to add my Revolut accounts into Cake.

    42 votes

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    Implemented  ·  3 comments  ·  Accounts  ·  Admin →
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