now
data trust + activation
Where BudgetR is headed.
Published priorities distinguish current work from later possibilities; dates are not promised until work is scheduled.
next
guided activation + usability
later
net-worth history + broader imports
Near term
Prove connection freshness, webhook and scheduled-sync health, deduplication, and reconciliation; then make activation and billing self-service.
sync healthreconciliationonboardingbilling
Product depth
Add historical net worth and broaden data portability beyond the current financial archive and manual-account CSV import. Private savings goals already track recorded progress without reserving or moving money. Actual reports, purchase splits and previewed transaction rules are also available now.
net-worth historybroader imports
Integrations
Deepen Plaid reliability and make import health visible while keeping every automated change reviewable and reversible. Schwab remains optional Trader depth.
Households and everyday use
Households can share selected cash accounts and a monthly plan today. The next work is to test the complete first-week experience with real individuals and households, including small screens and keyboard use.