Coach Requests

When trying to send a message to a client using the mobile version of app.mybudgetcoach.com , my on-screen keyboard disappears when attempting to write a reply. Android 16; Build/BP4A.251205.006 Browsers used: - Brave (shields on or off - both settings failed) v1.87.192, Chromium 145.0.7632.160 - Chrome v145.0.7632.159 -- failed - Firefox v148.0.1 worked.

Would loooove to be able to add in formatting to the Notes section (bold...bullet points...)

For the MBC app listing in the Play Store, under "Data Safety/Security Practices" there is a message in the Play store about data being unencrypted.

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.