Track savings balance separately

Your tips and ideas
1

I’d like the ability to break out my “Net Worth” figure into Everyday Spending accounts (eg Current Accounts, Credit Cards) and Savings (linked savings accounts or manual accounts tagged as savings for things like ISAs / Investment Accounts that don’t support Open Banking).

Similar functionality is available on Emma (although not implemented brilliantly in my opinion and is the only place I think Emma beats out Snoop).

It would be nice to then track these 2 figures over time similar to how Net Worth tracking is implemented now. It saves having to either manually add up my savings balances across the individual accounts or filter the Net Worth figure to be my savings accounts only.

This could be extended further by tracking things like savings goals for accounts, an overall savings goal across all accounts, suggested savings calculator to calculate how much to deposit each month reach X goal in Y time given Z interest rate on the account for example.

1 Like
2

Hi @ZachS thanks for posting and for the feedback. I have passed this along to our development team to take a look at and see if this is something we could add in the future.

We always love hearing this type of feedback and a lot of our changes are based around customers suggesting things they would like to see so thank you for this.

All the best,
Keren

3

I would love to be able to have a separate net worth for investment accounts. I like to know how my net worth is moving each month, but its hard when its confused by state and private pension payments going into my bank account.

4

Hey @Mike1 thanks for sending across some feedback. I have passed this along to our development team to take a look at and see if this is something we could add in future releases.

Keren