Coach Requests

When I select category and I push the down button it toggles "split transaction". When I click the down arrow again, instead of moving to my next category it thinks I clicked enter and splits the transaction. I would like to be able to quickly press the arrow keys to get down to my top categories without it thinking I want a split transaction.

Add a voice message component to the Message Center

It would be awesome to be able to have voice memos and short videos that they can listen to/watch for more involved explanations of things, and to get a feel for their coach's personality too!

Would be nice to be able to move the avatar around the screen. For example, I don't love having to look to the bottom right all the time to read it, others may prefer to have it on the bottom left, etc.

When switching to another budget, we should use more everyday language such as "Switch Budget" rather than the current more technical language of "Close File"

When user adds credit card, automatically create category named "CREDIT CARD NAME Starting Balance". Starting balance of that card will be automatically categorized under this label.

Allow users to see a progress bar for the conversation they are in. This may help them stick with it and complete the current conversation.

Integrate due dates with iPhone calendar

As a Coach, I would like the banner in Message Center to state the number of days left in a user's Free Trial if they haven't yet paid for a monthly or annual subscription. This would prevent the coach from having to calculate how many days are left or remember which of their users are paid vs not.