Any plans on when automated savings by category will come to joint cash accounts rather than just for individual? Such a feature would be extremely beneficial
Any updates to when you can lock a Cash Category from being able to cover transactions? I don't want my whole portfolio able to be accessed if my debit card is misplaced or fraud happens.
This automation only working on a monthly basis is a bit problematic. I get paid twice a month. I need each paycheck to be divided based on these rules but setting "Monthly Target", as a maximum once per month, means only my first paycheck gets hit with the whole monthly target. Which means the second won't get processed because the first already hit the target. That does two things. Makes target balance moot and prevents my second check from having an amount deducted. That said I have a hunch this is poor naming calling it "Monthly target". This should probably be "Deduction amount", "transfer amount", or "cash to category" or something, and then "Target Balance" defines the maximum. If this presumably runs every time a deposit hits, which "When money is deposited" implies, then calling that "Monthly Target" is confusing.
I wish there was a percentage option. For example, I deposit $3,000 into my cash account and an automation can be created where 10% of that goes to my iRA account and 10% goes to my automated investment account and the rest stays in my cash account.
Great video! I wish those numbers were in my account, haha. Question: Is there a way I can directly transfer cash from my Wealthfront cash account to my wife's Wealthfront cash account? TIA
Some issues. It's 4.55% right now. I love your features. It's just that some rates are 5.00% right now (and a few between 4.55% and 5.00%). You're high, but not the highest. The other thing (and I wish all apps would do this). Dark mode (tied). I'm not sure how it's a checking account or a savings account together. I would told you have zelle for faster transfers (for emergency). Is that true? Can you tranfer through zelle to yourself in your main checking account?
That’s a nice upgrade. Now how about offering the same option for withdrawing! I want to create a manual paycheck from my cash account, but right now I have to go in every 2 weeks and manually initiate the transfer to my bank 😢😩
