Roadmap

In progress

Actively being worked on.

• Beta testing

  Testing on Android and the web has started.

On the horizon

On the way, though some will take time.

• iPhone app

  The app runs on Android and in the browser today. An iPhone version is in development.

• Improved reports

  Improved reports, with better charts and more useful information that gives you insight into your data.

Later

Planned for future development.

• Bring in a budget from current YNAB

  Import from the current version of YNAB, so you can bring your history across into a new budget.

• Bring in files from other apps

  Import from other budgeting apps and standard file formats, starting with the most common ones.

• Bank sync

  Today you enter transactions yourself or import a bank file. Bank sync is planned for future development.

• Limited access for household members

  Choosing which categories and accounts another member of a shared budget can see or change, for example for a teenager or a child with only their allowance categories.

• See who entered each change

  In a shared budget, show which person entered a transaction or change, and filter by that person.

• Budget periods that match your pay schedule

  Budgeting by a cycle you choose, such as every two weeks, instead of only by calendar month.

• Desktop app for Windows, Mac, and Linux

  Use Sightglass Budget as an app installed on your computer.

• Guided setup for new users

  A short setup that asks a few questions, suggests starter categories, and walks you through your first budget.

• Scheduled transactions on the phone

  Skip the next scheduled transaction and manage all of them from your phone, as you can on the computer.

Shipped

• Duplicate a transaction

  Duplicate an existing transaction, or turn it into a scheduled transaction, with every detail filled in and ready to change.

• Category activity panel

  On the computer, click a category's activity to see that month's transactions without leaving the budget screen.

• Improved filtering

  Filter transactions by status, such as uncleared or pre-orders, pick flags and labels as you type, and leave out anything you do not want to see.

• Undo

  Undo a change you just made. On the computer, Ctrl+Z steps back through the last few changes.

• Search the transaction list

  Search transactions, and limit the search to one field such as payee, category, or note.

• Reports and statement reconciliation

  Reports on your spending, and checking an account against your bank statement, in the web app on a computer.

• Scheduled transactions

  Transactions and transfers that repeat on a schedule, including split transactions, and can post themselves for you to review.

• Pre-orders

  Track a purchase you have committed to until the charge arrives. The amount is pulled out of your budget category balance so you know you've 'spent' it, but the transaction date carries forward each month until you mark it as charged.

• Goals and targets

  Goals and targets for your budget categories.

• Split transactions, transfers, flags, and labels

  Split one transaction across several categories, move money between accounts, and mark transactions with flags and labels.

• Tracking accounts and net worth

  Track accounts that are not part of your routine budget, such as investments or loans, and see your net worth over time.

• Envelope budgeting

  Budget your income into categories before you spend it, see what is left in each one, and carry it into the next month.

• Android app and web app

  The same budget on an Android phone and in a web browser, with a full layout on the computer.

• Dark mode

  A dark theme alongside the light one.

• Works offline, syncs across devices

  Use the app without a connection. Changes sync across your devices when you are back online.

• Share a budget with a partner

  Invite someone with a code. Each of you signs in with your own account and works in the same budget.

• Import a YNAB 4 budget

  Bring a YNAB 4 budget into a new budget in the web app, with its split transactions, transfers, and starting balances.

• Import bank transactions from a CSV file

  Bring in transactions from a bank file, with likely duplicates flagged and starting balances for new accounts filled in from the file.