1
digest notifications
Notifications are great, but too many of them makes them all less useful. There's an entire class of notifications that are important but not urgent. Maybe have a notification type called "Digest E-mail" that collects up a day's notifications and sends them the next morning.
Routines Ideas
New Idea
action to add a row to a Google Sheet
Title says it all. Might be a bit of a pain to handle the API tokens. But would be great for things like maintaining a history of interest payments or tracking refunds / balances / etc.
When I use credit card, add money to savings account
When I use an external credit card, I would like to transfer the purchase amount into an account to save to pay the card.
Allowance routine
fund my kid's weekly allowance AND notify me when the funds hit.
Mothers Day Reminder
Never forget mothers day again - set aside $10 a month so that you're ready to splurge on mama
Done
Split Family Caregiving Routine
Fairly split and contribute X% of DD to joint account, which is dedicated to covering parental expenses often shared by siblings.
Planning
Swear Jar
Put $X into my Swear Jar Plan every time I get caught saying a bad word in front of my kids.
2
Sunday Service - Weekly Donation
Transfer $X to YYY charity plan each week.
Dont Sweat The Tax
For self-employed individuals who want to be prepared for tax season. Set aside tax for each invoice automatically with a routine.
Soon™
A (real) Plan for Christmas presents
When I spend money at the gas station, send 5 dollars to my Christmas present fund so I can actually save money for presents throughout the year. 🧑‍🎄
Transaction Description Matches - Manual Entry
I would like to be able to manually enter a transaction description instead of only being able to select from a drop down.
Later
4
Selecting Multiple Triggers
I want to be able to select multiple triggers when setting up a routine. I.e. Trigger 1: On a Scheduled Day...SundayTigger 2: When Account Balance is...greater than $25Action: Add Plan Funds...move $25 to my X Plan
Birthday Treat
On my birthday, put $200 on my Birthday Treat plan
3
If my power bill is less than last month, deposit the difference into a Plan
Help me save for solar by putting the remainder of my budget into a saving plan
When my available balance goes above X, transfer Y to plan
Move extra money out before I have the chance to spend it
Fund your 529 Plan
Encourage the early habit of saving for your kid's college - start putting money away for their 529 Plan today. Trigger - on X day Action - Pull from ext account and fund plan
Multi-plan: Fighting a disease
Need to research - but top of my head.TreatmentMedsTransportationSelf-CareHome careHome adjustments - Furniture, devices, tools
Multi-plan: Raising kids
Pre-schoolNanny / after schoolActivities - soccer, t-ballClothesHoliday budget Misc Stuff - toys, bike
multi-plan: Having a baby
DeliveryFurnitureDevices - stroller, cameras, etcClothesFormulaDiapers
multi-plan: Planning a wedding
venuedecorationfoodboozeentertainment