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Edit Account Category
When an account is incorrectly categorized by our aggregator, I want to be able to override it as as user.
Frank Notifications
It would be great if Frank AI could alert you not just when a big purchase has been made, but when you're nearing a budget goal or savings goal set with frank. So if I ask Frank email or text me an alert once I spend "X" on dining for the month, or once "X" goal has been reached on saving for this thing, or a notification when you're halfway there to spending or saving for said goal. That would be cool
Customize Home Page
it would be great if there were a way to customize the front page. Specifically, I would like to remove “net worth” from the front. I’d be more willing to use the site in public spaces and even in front of friends or my partner if that number weren’t right in front of my face. Also, it is a little discouraging to constantly see that negative number, as a student
Custom transaction categories
These should a place for me to write a note about the spending. For instance, maybe it was used for a birthday or a special event
more prominently show unhealthy connections
I had an unhealthy connection that required me to reconnect. I only noticed it when I saw the red dot. A notification or email would be helpful.
Creating a word document
After I have a long discussion with Frank, I sometimes want a document to take away. For example, when Frank creates a plan for 2026 I want to be able to download that plan.
The chat window
The chat window is too narrow for long conversations and I have to scroll a lot. I wish it either was half the screen or easy to adjust.
Idle Cash alert is too proactive
this morning I paid a few bills, at the earliest the money will debit my bank account on the next business day. I chose to credit my bank account this morning so that the funds are available when the bills post the next business day. A few minutes the idle cash email job ran . My suggestion is to delay that email until the afternoon of the next banking business day from when the large bank balance is first identified.
email template edit
remove the extra comma after the “Hi {first name},,” in this email template for low cash cushion. p.s. thank you for sending the email, I needed to move some money around!!
Add notes to Manual accounts
I would like to add some notes to each of my manual accounts so my kids will know what they are when I pass.
Adding Attachments
It would be great to be able to add documents or files when chatting with Frank.
Manually add holdings information for an investment account
For manually created Investment Accounts, I’d like to be able to manually add holdings information, ideally through a CSV or some other quick import options so I don’t have to enter tons of data.
"other" what?
“other” i believe implies asset, but it does not implicitly state what this section is used for. Empower (personal capital) calls this section “Other Asset”
Allow user to delete a line on the accounts table
in my case, i had selected “HSA” as an account i want to add during the set of 14 onboarding questions, but now i’ve chosen not to link it to Frank. allow the user to remove this from their list of accounts. currently i can only select “connect” as an option.
Analysis of my holdings
I have linked a lot of my brokerage and 401k accounts. I asked the AI to review all of my holdings and give me my current asset allocation. It asked me to input the holdings! What’s the point of connecting if the AI cannot see what’s in my accounts?
Ability to "Go Back" during Onboarding
Can we add a back or previous button in the onboarding flow? After I signed my name for the legal documents, I wanted to go back and try signing with just my first name to see if it would still count as a signature, but there’s no way back. I’m thinking some users might move too fast and need to go back to make edits, and we don’t allow that right now.
Too Easy to delete accounts
There is no confirmation to delete an account or clarifying message that It also deletes all connection to that bank. I tried to remove a paid off account and accidentally severed contact with my bank, not just the account I wanted to remove.
prompts 500 error
i prompted frank “which bank had the best high yield savings account interest rate on aug 25 2025”, the UI status last update of “last pass…” with no further update. i refreshed the browser, then asked the question again, and the chat is now broken. I reauthenticated and prompted the same question. dev tools did not return a network error but there was the same result, Frank stuck on “last pass…”