It’s been a while! I hope everyone enjoyed their long weekend
Just wanted to let you know that we’re in the process of revamping the Money tab
The PFM team at Jupiter has been working hard on an all-new and improved Money tab, aimed at increasing awareness about your money movement. We would like to share some sneak peeks & early updates and get your early feedback before launching to a larger audience.
All Bank Balances Movement: Building on the total bank balance, the balance’s trendline shows how your money is moving across Jupiter and AA-linked accounts.
Cashflow aka Month so far: The cashflow widget shows, at a glance, your incoming, spent, saved, invested, and remaining - so that you can stay true to your personal finance goals (more to launch on this in the near future).
Month over month trends: Building on the spend categorization (It’s more intuitive), now you can see monthly patterns for your running spends, savings, and investments, as well as spend categories, e.g. Food & Drinks, Bills & Utilities.
‘Remaining’ pattern: With Remaining, you can see how much you’re left with each month. Put that idle cash to work.
Investments and Savings are excluded from spends
Balance and expenses tracking in a single view. You can now reconcile your balance movement alongside expenses
Networth, which is more long-term money movement, has been separated from a more volatile view of your money i.e “Monthly Cash Flow”
Loan Tracking issues have been fixed
If you want to get more out of these new upgrades, you will need to categorize your transactions. Answer some questions:
- Since you saw the sneak peeks, did you understand what it can be used for?
- Share what you understood from the images above, we need to understand how you perceive the new updates.
- Would something like this be useful to you?
This is aimed to go live very, very soon!
We’ll update the thread once it’s available to be taken for a spin!
P.S. - Some of the flows, imagery, and text are still undergoing improvements - we’re sure you’ll love the final flow when it’s ready but do share your initial thoughts about the feature and what more would you want to see in here!
Have a nice weekend everyone