now
data trust + activation
resources
Where BudgetR is headed.
Published priorities distinguish current work from later possibilities; dates are not promised until work is scheduled.
next
daily workflow + reports
later
goals + household + mobile
Near term
Prove connection freshness, webhook and scheduled-sync health, deduplication, and reconciliation; then make activation and billing self-service.
sync healthreconciliationonboardingbilling
Product depth
Complete transaction rules and splits, repair reports, add understandable goals and historical net worth, and make migration safe and reversible.
rules and splitsreportsgoalsmigration
Integrations
Deepen Plaid reliability and make import health visible while keeping every automated change reviewable and reversible. Schwab remains optional Trader depth.
Household and mobile
Separate household identities, private and shared scopes, and a mobile-quality experience follow after the single-user everyday workflow is dependable.