My brokerage accounts don't work (Wealthsimple, Wood Gundy). Would be nice to be able to manually add stocks just like you can with Crypto (ticker, # shares held, currency)

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/

Recently realized a lot of transactions weren't showing up. Went to go check my accounts, and everything looked fine. So I clicked "Refresh" on the account that was having issues... and then it finally said there was an error and needed to be relinked. I would've expected that if an account needed to be relinked, that I would be told that in someway - either via an email, or a banner on the dashboard, or some other means. But instead, I was flying in the dark until I just happened to click refresh on my own. At the absolute very least, I would've expected the account to have said it needed to be relinked without me clicking refresh.

I make a lot of payments via venmo(split dinner, shopping etc) and those often get lumped together when I make transfers to/from venmo. Not sure if this is possible but it might be great to be able to categorize those transactions as well so that I can get a more accurate sense of my spending.

Support importing individual investment holdings from Plaid

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

A really nice feature that a few other net worth-type apps have (First Capital, Mint, etc.), is the ability to enter a Zillow URL for a real estate holding, and then it updates the asset value on some cadence (daily I think).

Allow setting bill due date for credit cards (use case: for bill reminders)

Similar to in the Transactions page where you can multi-select transactions to get a running total

My Chase syncing happened through Oauth and was fast. I linked a smaller credit union (BECU) and my Amazon store card through Plaid (not Oauth version) and both of these are still syncing hours later. As a user it makes me wonder if it's stuck or queued or something since I have a mental model that downloading a couple hundred transactions shouldn't take hours. If you have some task metadata from Plaid that's great, but even if you happen to know "this usually takes a day or two" that would help let me know when to give up.