Auto-import investment holdings
Support importing individual investment holdings from Plaid
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/
Stronger account overview/transaction filtering
Currently we can review account transactions by using a filter. First of all, constantly opening the filter popup is burdersome. The filter on the query report seems more convenient. Also, when I add/change a transaction currently I cannot verify if the final balance is the one I see on my actual bank account so I always have to jump between screens.
Add a feature allowing to group accounts under one. Importing Binance from API key creates an account for each assset. If they could all be under one account with sub-accounts.
Multi-select accounts to show cumulative balance totals
Similar to in the Transactions page where you can multi-select transactions to get a running total
Split up account overview into user defined groups
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
Richer support for tracking loans/mortgages
Show balance, payments, principal, interest, taxes, etc.
Show when manual asset was last updated
To know how outdated my data is, it would be useful if manually-managed assets showed an "Updated" timestamp, just like synced accounts already do. With manually-managed assets, this could be the date transactions were last added/imported, or the balance was last updated, either manually or using the API.