Coach Requests

Currently, when I have a message typed in Messages it is deleted if I navigate away from the page. Save the chat draft so that we can check the budget/accounts/etc. and keep our message.

Currently, the budget is shared once a coach requests it through the Dashboard. It would be helpful to have something in the app itself for the user to click in case they delete or don't see the email (in a menu, pop up, etc.)

While using the reconciliation with dark colors enabled, the reconcile dialog font/coloring is challenging to read for the balance amount. Attached is a screenshot of the reconcile dialog in light colors and dark colors. Browser information: Chromium v137.0.7151.104 Brave v1.79.123 (Jun 11, 2025) Firefox v128.11.0esr (64-bit) OS: Debian 12 KDE Plasma v5.27.5

Allowing users to add targets, similar to the Needed for Spending type in YNAB, where you can have it be weekly, monthly, yearly, or custom. I don't see value in other target types in the early stages.

As a User, I don't want to have to remember to select 'Sync' each time I log in to have my linked accounts add transactions.

The capability to archive items on the dashboard after the trial period ends reduces the time required to review clients and monitor pipeline progress. Also, having the system set to retrieve the record if or when they return is a definite bonus because we can pick up where we left off. Allow clients to choose between keeping the same coach or switching when reviving a possibility.

I’m not sure if “Payment” and “Deposit” are technical banking or accounting vocabulary terms, but they might add a jargon-barrier for users. I believe users can be strong budgeters without using those terms in this context. When I want to teach clients terms for money that comes in and goes out of their budget, I say “income” and “expenses.” As a new user, I’ve had to stop and remember which is which with “payment” and “deposit.”

This is a very beautiful and intuitive type of chart that visual learners may find valuable. See attached image.

Not currently an option. users need to go to Manage Coach and then Reset Coach to access the intro again after completing or ending the conversation. Many will have no idea how to do that and it is just natural for it to be one of the conversations to select from the main menu of convos.