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Open Roadmap - Cake


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Open Roadmap - Cake

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  • Banks 50 ideas
  • Release 1A. Multi-Banking 23 ideas
  • Release 1B. Rewards 9 ideas
  • Release 1C. Essentials 29 ideas
  • Release 1D. Reports 18 ideas
  • Release 1E. Categorization 2 ideas
  • Release 1F. Feedback 6 ideas
  • Release 1G. Insights (Part I) 19 ideas
  • Release 1H. Notifications (Part I) 10 ideas
  • Release 1I. Account Onboarding v2 2 ideas
  • Release 1J. Member Get Member 1 idea
  • Release 1K. Dashboard v2 4 ideas
  • Release 1L. Settings v2 2 ideas
  • Release 1M. Spending Compare (Part I) * Averages 2 ideas
  • Release 1N. Surveys 3 ideas
  • Release 1O. Account Profiles 1 idea
  • Release 1P. Rewards v2 6 ideas
  • Release 1Q. Journal v2 7 ideas
  • Release 1R. Search 4 ideas
  • Release 1S. Notifications (Part II) 19 ideas
  • Release 1T. Feedback v2 2 ideas
  • Release 1U. Export 1 idea
  • Release 1V. Budgets 8 ideas
  • Release 1W. Spending Compare (Part II) * Segments 2 ideas
  • Release 1X. Insights (Part II) 15 ideas
  • Release 1Y. Demo 1 idea
  • Release 1Z. Spending Compare (Part II) * Financial Health Model 1 idea
  • Release 2A. Payments 2 ideas
  • Release 2B. Split Transactions 4 ideas
  • Release 2C. Savings 7 ideas
  • Release 2D. Spending Compare (Part III) * Peers 9 ideas
  • Release 2E. Income Compare 2 ideas
  • Release 2F. Saving Compare 1 idea
  • Release 2H. Payment Flows 1 idea
  • Release 2I. Subscriptions 1 idea
  • Release 2J. Quizes 11 ideas
  • Release 2K. Comparator 1 idea
  • Release 2L. Third-Party Services 1 idea
  • Suggestions 127 ideas

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  1. Improve the dashboard screen

    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.

    1 vote
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    Planned  ·  0 comments  ·  Release 1K. Dashboard v2  ·  Delete…  ·  Admin →

  2. Change the Savings graph when there are no savings accounts.

    In case a user doesn't have a savings account stored in Cake, we don't want to shown an empty savings graph (in the savings dashboard). We should motivate the user to add a savings account.

    6 votes
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    Planned  ·  0 comments  ·  Release 1K. Dashboard v2  ·  Delete…  ·  Admin →

  3. Change the Investments graph when there are no investments accounts.

    In case a user doesn't have an investment account stored in Cake, we don't want to shown an empty investments graph (in the savings dashboard). We should motivate the user to add an investment account.

    2 votes
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    Planned  ·  0 comments  ·  Release 1K. Dashboard v2  ·  Delete…  ·  Admin →

  4. Show me yearly insights.

    If a customer has multiple years of transaction data in Cake, we should allow users to change the monthly insights into a yearly view.

    0 votes
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    Planned  ·  0 comments  ·  Release 1K. Dashboard v2  ·  Edit…  ·  Delete…  ·  Admin →
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