Accounts, Assets

When creating a new account of type credit card, it would be nice to be able to add it's cycle date and it's billing date. Cycle date - is the day in each month from where the balance of the statement is computed because not all credit cards statements go from first to last day in the month. Billing date - the day that the balance of the credit card is due - can be used for auto debit from a linked cash account For example, a credit card statement that goes from the 10th of a month to the 9th of the following month and has its payment due on the 15th of the following month. So when filtering the credit card, it'd automatically show the ongoing card cycle on the period of the card rather than on the full month from first to last.

I just discovered that for some reason about 2 weeks of transaction data from my checking account didn't sync. Similarly last month I discovered that my Citi credit card has stopped playing nice with Plaid and required relinking. It would be cool if you could set an "Alert me if no transactions occur for X days" feature with synced accounts. This would allow users to be more proactive when things go haywire.

Support importing individual investment holdings from Plaid

Show balance, payments, principal, interest, taxes, etc.

Transactions entered with a future date, either directly or via the calendar, should not change the balance of the affected account. In other words, the account balances shown in "overview" should reflect transactions up to the present day, not future transactions that may not happen.

I have around 20 accounts and its not easy to identify each of them immediately. Would be great if I could group them either automatically by type or by manual where each group has its own table

As for cryptocurrency manual asset addition, would it be possible to add stock tickers ? Many API providers exist for that, Yahoo Finance is one of them. https://rapidapi.com/blog/how-to-use-the-yahoo-finance-api/

Allow setting credit limit for manually-managed credit cards

Similar to how amazon, youtube, and spotify has family plans. Id want to pay extra on my own subscription so my family can have their own accounts, but unlike collaborators, I don’t want them to have access to my data, and I don’t see their data.

Maybe I'm missing something, but I can't seem to find account numbers associated with linked and manual accounts. This would be very helpful merging accounts, especially when there are multiple with similar names.