Upcoming

What's being built next.

The current Omadata platform is the foundation. These are the surfaces, exports, and connections being added in the next phases — designed to turn your collected data into a full analysis and reporting toolkit.

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Excel Plugin

Your Omadata, live inside Excel

Pull your transaction history, account balances, and investment data directly into Excel — and keep it fresh with one click. No copy-paste, no CSV import.

📊

Live data connectionRefresh your Excel workbook directly from Omadata — always showing the latest transactions and balances.

🔢

Structured tablesTransactions, monthly summaries, and category totals arrive in clean, formula-ready tables.

🏗️

Your formulas, intactData lands in defined named ranges — your own formulas and pivot tables are not overwritten.

🔜 In development

Excel — Personal Finance.xlsx

Transactions — May 2026

DescriptionDateCategoryAmount

Nordea CheckingMay 28Paycheck+€4,850

K-SupermarketMay 27Groceries−€87

Vuokra — HelsinkiMay 1Housing−€1,200

Spotify PremiumMay 3Subscriptions−€9.99

Helen Oy — SähköMay 5Gas & Electric−€85

↻ Omadata Last refreshed: just now

Investment Workbooks

Portfolio analytics beyond the summary

Deep-dive workbooks for your investment portfolio — returns by holding, dividend run-rate, realised gains, and allocation breakdown. All built from your connected data.

📈

Returns by holdingTotal return, unrealised gain/loss, and cost basis for each position in your portfolio.

💰

Dividend run-rateProjected annual dividend income based on your current holdings and historical payout data.

🥧

Allocation viewAsset class, sector, and geography breakdown across all your connected investment accounts.

🔜 Planned — Q3 2026

Investment Workbook — Portfolio

Portfolio

€541,334

Total return

+17.2%

Div./year

€6,420

Top holdings

Nordea Bank Abp+€8,240

iShares Core MSCI+€14,120

Sampo Oyj+€3,870

Allocation chart · Coming in workbook

Dashboard Views

Richer views for every section

New dashboard surfaces being built on top of the current data foundation — from Sankey money flow diagrams to budget tracking and goal progress views.

🌊

Money flow SankeySee exactly where your money comes from and where it goes — income sources to spending categories, proportional to amounts.

🎯

Budget & goalsSet monthly spending targets per category and track progress in real time as transactions flow in.

📱

Mobile appiOS and Android app so your financial and health data is accessible anywhere, not just on a browser.

🔜 Needs real data first

Cash Flow — Sankey preview

Income

€4,970

Spending

€2,847

🌊

Sankey diagram

Requires connected Nordea data

Budget progress — May

Groceries

68%

Restaurants

45%

Shopping

92%

More Connections

More data sources, less manual work

Nordea and Procountor are live. The next wave of provider integrations brings in more banks, investment platforms, and card providers across the Nordics and beyond.

🏦

Tink — Aktia, Danske & morePSD2 aggregator covering Finnish and Nordic banks not yet directly integrated.

💳

Revolut & AmexMulti-currency spending and premium card transactions in the Personal Economy dashboard.

📮

Microsoft 365 & GmailMailbox-based parcel tracking and calendar events feeding the Dashboard app.

🔜 Provider pipeline open

Connected Sources — Roadmap

Live now

🏦

Nordea

✓ Live

📊

Procountor

✓ Live

Coming next

🔗

Tink

Coming soon

💳

Revolut

Coming soon

💎

Amex

Planned

📮

M365 / Gmail

Planned

Roadmap

Build order

Features are added in order of data readiness and user value. Provider data has to exist before visualisation can be built on top of it.

Now live

Foundation — data collection & dashboard

Nordea bank feed, Procountor company accounting, Garmin sport data, personal economy dashboard, company economy dashboard, sport & health dashboard, Excel exports, flow marketplace.

Excel Plugin & more providers

Live Excel connection so workbooks stay fresh. Tink integration for more Nordic banks. Revolut and Amex card feeds. Investment workbook with returns and dividend analysis.

Later

Richer views & mobile

Sankey money flow diagrams (requires structured transaction data at scale). Budget and goal tracking. iOS and Android mobile app. Mailbox-based parcel and calendar tracking.

Start building your data foundation today

The earlier you connect your sources, the richer your history when advanced features arrive.

Get started free