Budget Pro: Roadmap

Roadmap updated 28th April 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