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Modifying Savers and Auto Transfers #68

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Description

@dcousens

Use case

Managing many savers can be difficult, even with a modern sleek interface like Up.

For example, imagine I had a saver related to my dogs 🐶, it helps me track buying dog food (say, 5 AUD / week) and put a little aside for a rainy day in respect of unexpected VET bills (say, 30 AUD / month).

As it stands, I have to track these accumulative values manually, when I could have a spreadsheet that adds them together (5+(30*12/52))=12$/week and adjust my saver. If any of those values change, for example the dog food increases to 6 AUD / week, I can adjust that spreadsheet and automatically adjust my saver accordingly using the API.

Feature requests

Understandably, this would be non read-only functionality, and maybe a while before it is implemented, however.
The features I'd truly appreciate to achieve this goal would be

  • Changing the 'Saver Amount' goal
  • Changing the amount 'Auto Transfer'ed into the Saver
  • Changing the frequency of the 'Auto Transfer'

Maybe these changes could be confirmed by the user in-app before they come into effect, but, at least the changes could be posited through the API.

Activity

  1. d11wtq commented on Nov 3, 2020

    @d11wtq
    Contributor

    Hi @dcousens

    Thanks for reaching out. Exposing and managing Savers is definitely planned 👍

  2. Keatr0n commented on Jun 6, 2022

    @Keatr0n

    +1 on this.
    I have a saver dedicated to ongoing expenses like subscription services and insurance and stuff. So it would be really neat to be able to just update a spreadsheet when something changes and let the API / a script handle the rest.

  3. changed the title [-]Modifying a Saver[/-] [+]Modifying Savers and Auto Transfers[/+] on Mar 20, 2024
  4. Lachee commented on Jun 25, 2024

    @Lachee

    +1 on this.

    I would be able to setup home automation with smart switches to automatically increase the goals of a saving based on power consumption. For example, how much heating will cost this month.

    This would be even better if shared savings accounts can be updated too, so my room-mates know how much to pay towards power.

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