Working towards the official release Our Roadmap

We are in the process of making the final tweaks to Budget Pro and the official release is almost upon us! Exciting times!

This doesn't mean development is over. Our Roadmap below details all the features we are working on and plan to add following the official release.

Roadmap updated 10th July 2024

The official release

The release is close, these are the final features we are working on.

  • Done BUG: Account nickname not consistent on all "account" form
  • Done BUG: Minor fixes for Q and A process
  • Done TWEAK: Budget item type defaults to expense, not income
  • Done TWEAK: Show occurrence date/day on Budget overview
  • Done TWEAK: Show original value on Budget overview
  • Done FEATURE: Added support for account transfers
  • To do FEATURE: Add colour/style management
  • To do FEATURE: Add an account overview page
  • In Progress TWEAK: Budget overview and budget list tweaks
  • To do User feedback
  • ...any other issues

After the official release?

We aren't going to stop after the official release, there are several features we are planning to implement. We have detailed some of our plans below to give you an idea about new features we want to add and when they are likely to drop.

Our post-release plan is not fixed, we will continually review user feedback and adjust our plan as necessary. There are several big ticket tasks, like Open Banking that aren't listed. We will respond to feedback and features requested by the community will take precedence over our own plans.

Post release - Update 1

In Update 1 we are going to expanding our import system and make it easier to plan your Budget.

  • Add additional import tools, for example Budget created from bank statement exports
  • Add settings to control number formatting, similar to our date formatting settings
  • Add support for Business expenses
  • Add additional frequency controls
  • Add a live play mode for Budget planning
  • ...and other features

Post release - Update 2

In Update 2 we plan to focus on collaboration and add more complexity to budget items.

  • Collaboration tools (Budget sharing)
  • Add support for additional budget item adjustments
  • Add support for budget item growth, for example 5% every 12 months
  • Add support for budget item ranges, rather than a fixed amount a cost could be £150-200.
  • Expand our savings tools.
  • ...and other features

History

It took a long time to get here, we started working on Budget Pro in 2022, after developing the core features we started to use it ourselves. Below is a brief history of the major changes we added during our alpha and beta.

Alpha

During the alpha we expanded the features of Budget Pro and started working on some of the features that differentiate Budget Pro from Budget. The alpha period ran from the 1st June 2023 to the 21st July 2023

  • Done Development progress page, so you can track what we are doing
  • Done Add controls to the Budget item list
  • Done Add ability to fetch the next instance of a budget item
  • Done Initial work on support section
  • Done Initial work on budget selection
  • Done Rename a Budget and change description
  • Done Add the ability to reset your account
  • Done Add the ability to delete Budget Pro account
  • Done Add the ability to delete Costs to Expect account
  • Done Add a requests section showing all API requests
  • Done Import Budget into Budget Pro from Budget
  • Done Create a Budget from a list of budget items
  • Done ...and many more features

Beta

During the beta we continued to add the features which differentiate Budget Pro from Budget.

  • Done Improve initial UX
  • Done Add support for marking multiple budget items as paid
  • Done Progress bar (expense value) settings
  • Done Copy a budget item
  • Done Restore a budget item
  • Done Implement expired and deleted statuses
  • Done Add a target for savings accounts
  • Done Calculate savings target date based on current savings rate
  • Done Adjust the design for the savings account projections
  • Done Fully populate the budget item history list
  • Done Show upcoming instances of budget items on the detail page
  • Done Support multiple Budgets
  • Done Create a Budget from a Q and A wizard
  • Done Add support for four weekly budget items on a Monthly Budget
  • Done Delete a Budget