Availability: Premium users
Date of release: June 24, 2022
If you thought tracking transactions with bank connect couldn’t get any better . . . read on.
In the mobile app, EveryDollar remembers where you track your expenses and makes recommendations when you track new ones. Now the web version has adopted that same concept! When a new transaction streams in, you'll see a one-click suggestion, and you can simply click to track it instead of dragging it to the right category.
Here's a quick example: Let’s say you’ve tracked a few transactions from Walmart to the Groceries category. The next transaction from Walmart that comes in will have a button to add it to Groceries with one click.
And hey—EveryDollar remembers your spending habits so we can make the right recommendations as you budget. But only you know where your money really goes. If the suggestion is wrong, you can always drag the transaction to the correct line item like usual.
Here's what we’re working on next:
- Goals and goal tracking (this is in beta testing and will be coming out very soon!)
- Paycheck and cash-flow planning