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MoneySwell Insiders

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Hi! Welcome to the MoneySwell Insiders Group!

This group is a collaboration and feedback workspace for MoneySwell Insiders (a.k.a. people who are just really into MoneySwell)! It's a space to share your feedback, see how other MoneySwell users are using the product, and find out about bug fixes and updates from the founders!

Post early and post often! We'll read every post!

We launched MoneySwell in 2024 and we know that its long-term success will be heavily influenced by the feedback we get from some of our Insiders group! So thank you!

Thank you so much!
Ryan & Erik

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Jun 3

Know someone who might be interested in a sales or marketing internship? Tell them to check out our

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Know someone who might be interested in a sales or marketing internship? Tell them to check out our

Jun 3

Jun 3

Hi everone, We have just a few updates we want to make sure you're aware of. Product Bug Fixes/

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Hi everone, We have just a few updates we want to make sure you're aware of. Product Bug Fixes/

Jun 3

May 5

Hi folks! We don't have a ton of updates for April that are consumer-facing as we've been

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Hi folks! We don't have a ton of updates for April that are consumer-facing as we've been

May 5

Mar 4

Hi folks! We're going to get better about posting updates to this forum. Also, we've renamed

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Hi folks! We're going to get better about posting updates to this forum. Also, we've renamed

Mar 4

8/5/24

Budget Planner Launched (bye bye Cashflow Goals)!

We'll have a more complete update soon but suffice it to say that a few weeks ago we released

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Budget Planner Launched (bye bye Cashflow Goals)!

We'll have a more complete update soon but suffice it to say that a few weeks ago we released

8/5/24

8/5/24

Assets & Liabilities Greatly Improved Sync!

We have made a change to the Assets & Liabilities tool that allows for much faster account

unread,

Assets & Liabilities Greatly Improved Sync!

We have made a change to the Assets & Liabilities tool that allows for much faster account

8/5/24

Cameron Henneke, Ryan Lillis3

6/30/24

Retirement Planner -> Future Outlook starting value

Thanks! Glad to know you all are on it! To confirm: I have no historical data entered in 2023, and

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Retirement Planner -> Future Outlook starting value

Thanks! Glad to know you all are on it! To confirm: I have no historical data entered in 2023, and

6/30/24

Cameron Henneke, Ryan Lillis4

6/10/24

Retirement Planner social security question

Hi Cameron. Great question! The short answer is, yes, just label it as "Retirement" since

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Retirement Planner social security question

Hi Cameron. Great question! The short answer is, yes, just label it as "Retirement" since

6/10/24

Cameron Henneke, Ryan Lillis2

5/24/24

"Trial expiring" email even though I'm subscribed

Hi! Great feedback! This was an oversight on our part. In short, we're testing out multiple

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"Trial expiring" email even though I'm subscribed

Hi! Great feedback! This was an oversight on our part. In short, we're testing out multiple

5/24/24

Ryan Lillis, Cameron Henneke2

5/22/24

Product Priorities and New Budget Planner through Midsummer 2024

Cool! I'm definitely looking forward to the new Budget Planner! On Sunday, May 12, 2024 at 3:53:

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Product Priorities and New Budget Planner through Midsummer 2024

Cool! I'm definitely looking forward to the new Budget Planner! On Sunday, May 12, 2024 at 3:53:

5/22/24

Cameron Henneke, Ryan Lillis2

5/12/24

[Feature request] Remember this device for 2-factor auth

Hi! Great suggestion! This is officially on our list! On Sunday, May 12, 2024 at 10:12:55 AM UTC-6

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[Feature request] Remember this device for 2-factor auth

Hi! Great suggestion! This is officially on our list! On Sunday, May 12, 2024 at 10:12:55 AM UTC-6

5/12/24

Ryan Lillis, Cameron Henneke2

5/12/24

Bug Fixes and Enhancements 1st Week of May 2024

Great updates and fixes! I just tried manually adding an angel investment as "Other Investment

unread,

Bug Fixes and Enhancements 1st Week of May 2024

Great updates and fixes! I just tried manually adding an angel investment as "Other Investment

5/12/24

5/10/24

Bank Account Syncing Issues

One piece of feedback we've heard relates to syncing bank accounts. For some of you it has been

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Bank Account Syncing Issues

One piece of feedback we've heard relates to syncing bank accounts. For some of you it has been

5/10/24

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