Open Roadmap - Cake


Open Roadmap - Cake

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  1. I would like to setup some Cake widgets on the home screen of my smartphone:
    * the balance of any of my connected accounts
    * the most recent transactions
    * the current cashflow

    This is only a preliminary list with some basic ideas; feel free to add additional suggestions in the comments!

    14 votes
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  2. I would like to flag if a payment was made online. The goal is to review how much I'm spending online.

    5 votes
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  3. I would like to see am insight with the evolution of a single category (similar to the evolution of a single merchant that is available in the detailed transactions screen). This would allow me to easily review the evolution of a particular category.

    6 votes
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  4. I would like to see how much I spent on a specific activity; for example a daytrip, citytrip, holiday, visit the zoo, etc.

    I would like to be able to manage these activities:
    - give a name to the activity
    - include/exclude transactions in an activity


    • There's an analogy with google photos or apple photos: they also know when a set of pictures belongs to the same activity and will automatically bundle them in albums.

    25 votes
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  5. I would like Cake to count all reimbursements as a reduction of costs, and not as income.

    The current implementation can inflate both the income and the expenses of a period. The goal is to allow users to more accurate analyze both spending and income.

    4 votes
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  6. I would like to review the average subscription spending in a specific period. The period can be changed to visualize the subscription spending on a monthly or a yearly basis.

    Note: The difference between recurring payments and subscriptions is simple. If you can easily cancel the service (for example Netflix or Spotify), we consider it a subscription. If you can’t, we consider it a recurring payment (for example your rent, or your electricity bill).

    51 votes
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  7. I would like to create insights for a custom period; for example show me my spending, my income or my saving from July 15th to August 15th.

    2 votes
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  8. In the spending insights, I would like to be able to track the spending of a single category; selecting a category and review the evolution of the spending.

    2 votes
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  9. I would like refunds to be connected to their corresponding transactions; for example my partner buys me a set of shoes, but I have to return them because they are too small. This connection, between a spending transaction and a refund, would enable spending insights to exclude these transactions.

    If Cake can't do this automatically (based on the data in the transaction), I should be able to manually connect a refund to a transaction.

    2 votes
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  10. I would like to review the average recurring payments in a specific period. The period can be changed to visualize the recurring payments on a monthly or a yearly basis.

    Note: The difference between recurring payments and subscriptions is simple. If you can easily cancel the service (for example Netflix or Spotify), we consider it a subscription. If you can’t, we consider it a recurring payment (for example your rent, or your electricity bill).

    35 votes
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  11. I would like to know how much I can safely spend each week; commonly referred to as a safe-to-spend budget. The available budget will take my income and spending into account (using a running period of 30 days), but also factor in my upcoming predicted payments.

    35 votes
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  12. I would like to review the evolution of my budget (how much I can safely spend). The period can be changed to visualize the income evolution on a monthly or yearly basis.

    17 votes
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  13. I would like to review the total of my recurring payments. The recurring payments are repeated payments, normally paid on a fixed schedule. I am charged automatically for these items or services, and they are delivered to me on a regular basis. The list could for example include my monthly payments like my rent, or my electricity bill.

    In order to ensure that transactions are correctly identified as recurring costs. I would like to be able to manually mark individual transactions as being recurring costs.

    Note: The difference between recurring payments and subscriptions is simple. If you can easily cancel…

    24 votes
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  14. I would like to review how much I can safely save this month. The proposed savings should obviously take my entire budget into account; income, spending, recurring and upcoming predicted payments.

    12 votes
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  15. I would like to see the number of transactions per month on each bank account.

    2 votes
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    We’re parking this idea.

    It’s technically not hard to implement this, but we fail to identify the relevant use case.

    We will revisit this idea at a later stage.

  16. I would like to perform a detailed comparison of two categories; for example compare my transport versus my groceries budget.

    2 votes
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  17. I would like to review my spending at a merchant compared to my total spending in the respective category (of that merchant). For example; how much of my total grocery shopping do I spend at Carrefour?

    6 votes
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  18. I would like to review the evolution my recurring payments in a specific period. The period can be changed to visualize my recurring payments spending evolution on a monthly, or even a yearly basis.

    Note: The difference between recurring payments and subscriptions is simple. If you can easily cancel the service (for example Netflix or Spotify), we consider it a subscription. If you can’t, we consider it a recurring payment (for example your rent, or your electricity bill).

    5 votes
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  19. I would like to review how much I can safely spend this week. The available budget should obviously take my income and spending into account, but also take my upcoming predicted payments into account.

    5 votes
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  20. I would like to review the evolution of my spending at a merchant compared to my total spending in the respective category (of that merchant). For example; how did the percentage of my total grocery shopping that I spent at Carrefour evolve?

    4 votes
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