Lunch Money
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Accounts, Assets
23
Changelog
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3
Default status Unreviewed in non-synced accounts
For accounts without bank sync there should be an option that new, manually added transactions are in an Unreviewed status by default
0
7
Precious Metals Tracking
Simple way to track gold & silver portfolio value by inputing ounces of each and updating based on current spot prices.
1
48
Auto-import investment holdings
Support importing individual investment holdings from Plaid
7
80
Send email notification when account stops syncing
under review
8
28
Track stock manually
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/
2
11
Add Individual Stock Investments (like you can with Crypto)
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)
0
35
Richer support for tracking loans/mortgages
Show balance, payments, principal, interest, taxes, etc.
7
19
Split up account overview into user defined groups
under review
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
4
1
Custom Account Type
Ability to create custom account types so they are groupped together on the Accounts Overview page.
0
1
Family Subscription
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.
0
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