Dividend Intelligence
Integrated income analytics, payout calendars and portfolio-based estimates; full browser and iOS acceptance still in progress.
Product updates · November 2026
Built to grow with the way you manage money.
Cashflow Pilot continues to improve. Here are some recent additions and refinements, explained in everyday language.
Features can vary by app version, device and account settings. There is no fixed public release schedule or promise of specific upcoming features.
Recent development highlights
A more connected financial picture.
Highlights from November development. A merged feature is not necessarily released or validated on every device.
Planning / FIRE integration
Canadian retirement scenarios now share supported financial context. Financial-rule and device release gates remain open.
Portfolio clarity
Owner views, investment cash and dividend context are being improved, with clearer source and data-coverage limits.
Safer imports and reconciliation
More reviewable transaction, duplicate, statement-balance and account import flows across supported formats.
Business workflows
Invoice and estimate PDFs, books, reports and Canadian payroll workpapers continue to evolve.
Security and local-first use
Optional E2EE sync, recovery secret guidance and explicit choices around provider connections remain priorities.
What to expect
Thoughtful improvements, without the hype.
We’re developing Cashflow Pilot around practical financial routines. Features and fixes are added as they are ready and verified. Some optional connections and platform features depend on availability.
Keep it understandable
Useful money information, clear labels and straightforward help.
Give you choices
Local use comes first, with optional sign-in, bank connections and eligible syncing.
Expand carefully
New workflows should make real tasks easier, without cluttering the experience.
See where Cashflow Pilot is today.
The app is free to use. Explore the current feature list and start with what matters to you.
Recent foundation improvements
More protection and practical workflows.
These changes are reflected in the latest GitHub application source. Individual features may require administrator approval, a newer deployed build or separate iPhone/iPad validation. Source completion does not guarantee live availability.
Encrypted sharing and accountant collaboration
Verified recipient identities, consent-based invitations and controlled, owner-selected information. Limited encrypted Business journal/category collaboration is private-gated. Broader accountant access remains in development.
Sharing guide →Branded PDF invoices and quotes
Client-generated PDFs, native email composition where supported, and an optional provider send flow with strict privacy approval.
PDF and email guide →Safer sign-in and recovery
Returning encrypted accounts restore their data after signing in and unlocking, without repeating first-run workspace setup. A lost-secret reset must start by protecting an existing usable copy.
Sign-in and restore guide →Business document management
Attach receipts from the transaction or accounting record they support; use Settings to manage stored documents.
Business receipts guide →