Hello everyone 
We have a couple of new features for you to try out!
1. Introducing the Monthly Recap
We’re excited to introduce the Monthly Recap feature – get a quick summary of your financial activities from the previous month.
Feature snaps
Why try the Monthly Recap?
- Quick Summary: Get a snapshot of your key financial highlights from the last month.
- Stay Informed: Track your spending, income, and investments all in one place.
- Improve Your Financial Health: Use this summary to make smarter decisions for the month ahead.
Note:
This feature is under internal testing and should be rolled out to everyone by next month. Stay tuned!
2. Introducing Money Calendar
Money Calendar is a one-stop solution enabling you to track and manage all your recurring monthly payments like SIPs, EMIs, Rent, Subscriptions, and Bills across all bank accounts. This feature finds patterns in your payment transactions across accounts using AA & Jupiter data to identify your monthly recurring payments.
What are the benefits of Money Calendar?
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Timely reminders on upcoming recurring payments across accounts: Money Calendar helps you track and get reminders on your recurring monthly payments across all accounts, so you can stay on top of all your payments and never miss paying these on time.
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Automatic tracking of monthly payments: This feature finds patterns in your payment transactions across accounts using AA & Jupiter data to automatically identify your monthly recurring payments, so you don’t have to try to configure this manually. You can add payments manually as well, in case some payments have not been identified.
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Automatic Reconciliation of paid transactions: Money calendar reconciles payments made against your recurring patterns, even if the payments are made outside the Jupiter ecosystem, so you don’t have to manually mark these as paid.
How do I get started?
You can find the Money Calendar on Payments home. Make sure you have the latest app version!
What to check?
While you try out Money Calendar on Jupiter, we’d love to receive your honest feedback on:
- What did you like/dislike about the feature?
- Any issues that you faced while using it on the app?
- Any data issues with the recurring payments identified for you.
3. Introducing Budgets!
This tool is designed to help users stay on top of their spending by setting and tracking a personal budget.
Feature snaps
Note:
This feature is under internal testing and should be rolled out to everyone soon. Make sure you have the latest app version to use Budgets!
Let us know your thoughts on the new features in the thread below.
Thanks!