What important features are we missing?

Really like this idea

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Hey guys - just wanted to let you know we have assigned this to a design, so we should have something working and in the app by next month. :slight_smile:

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Excited for this

Stuff coming out:

  • Live google sheet export
  • CSV upload to an offline account
  • Recurring offline transactions
  • Monthly autosaves

We are also working on:

  • Extra members: Emma ultimate customers will be able to invite friends or family to slots that give full access at a much reduced price (a bit like Netflix).
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With the recurring offline transactions will they be able to be triggered by say a income transaction like when i get paid add £X to offline pot

are you suggesting a new smart rule?

sort of i guess

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Makes sense - the way we wanted to build recurring offline is slightly different; this is just an offline transaction with a frequency. :slight_smile:

It would be great to have it combined with smart rules or just update smart rules to add a value amount to offline account when my pay comes in

I think it’s two different things?

Recurring offline transactions is just a way not to set a smart rule.

I’d still love to be able to view net worth by a custom period instead of just All-Time, Yearly etc.

I think everywhere should let you set a custom period if you wish.

Please add this!

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We will - just need to find some time to prioritise, but it’s just a design exercise for us.

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Other stuff we are building: Emma for Employers | Corporate Wellness & Mental Health Benefits

Employers will be soon able to purchase Emma Ultimate licenses for their employees. :slight_smile: We are building an employer portal to buy and assign licences.

What a brilliant idea I had. Shame nobody else appears to think so :tired_face:

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Hey @David1,

I’ve been thinking about this but the only place where I can see it has an impact is in True Balance; where else do you see this working?

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True balance is very important to me. I need to know over the coming month whether I will have cash left at the end to spend or save.

My income comes at both monthly and 4 weekly intervals and not every month is the same - particularly when I have bills paid quarterly.

I imagine the autosave tool could make better use of this knowledge of upcoming income to calculate the amount to save.

I also receive missing alerts sometimes telling me I won’t have sufficient funds to pay the upcoming bills when I know I will because of the income payment that Emma is unaware of.

One thing that would be useful would be to add one off costs I’m expecting but are different each month. One example is I stay in a hotel 2-5 times a month and the price changes each time but I know the costs in advance. I would like to add these so my total budget reflects these know costs.

Makes sense - but do you see any other place in the app where recurring income makes sense displaying/showing?

We are discussing this internally and it seems this is a sub-feature of true balance?

I think you can do this with an offline account and then delete the transaction once it settles. :wink:

As I suggested in my reply I would assume the algorithm’ you use to determine how much to autosave would benefit from knowing about future income?