Accounts, Assets

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. 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

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.

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

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

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).

Noticed that account subtype for investment accounts doesn't have any option for savings. it will be good to have some option to identify investment account correctly that aligns with common investment account type, TFSA(tax free saving account) in canada.

I've noticed that the Plaid system for detecting when an account is closed is usually buggy. It would be nice to be able to manually mark an account as closed without first making it a manually-managed account.

Add an in-app reminder (eg. Overview, Accounts, and/or Calendar page) or send an email when a manually-managed asset account hasn't been updated in a while (eg. no new transactions have been added for over 30 days). Ideally with an option to specify a custom timing rule (eg. once a week). Use case: accounts that can't be auto-imported and where transactions must be added via CSV import.