Accounts, Assets

Support importing individual investment holdings from Plaid

Could you please add the attachment attribute to the transaction object in the API so that developers can develop simple apps that add new transactions directly with an attachment (e.g. taken from a cropped camera picture) ? Thanks !

Accounts page shows last updated field as when Lunch Money retrieved data from Plaid. This is not very meaningful as the connection between Lunch Money and Plaid is rarely the bottleneck. Suggest showing "Plaid's last successful fetch" on the main accounts list. This would allow a quick overview of whether Plaid syncing is broken or why a pending transaction may not be in Lunch Money yet.

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.

Exclude certain accounts from counting towards the net worth displayed on the main page as well as balance history tracking. The total net worth on the Net Worth page should respect the filters.

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.

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).

Would be great to be able to create a formula in an account that calculates a value based off another account(s). For example, I would create a new account to estimate my taxes on my retirement holdings by taking the value of the Account and multiplying it by tax rate (which could be hard coded into the formula or stored in a septate account). This could impact my NetWorth by reducing the expected tax liability. Would be extremely helpful in differentiating between Traditional and Roth IRAs. Could be many, additional uses for this functionality and be a great differentiator from other products out there.

Hi, I think it would be great to have (the option of) a button on the home screen to sync accounts for those of us with 2fA enabled accounts. In order to sync transaction history and all other data from my institution, I have to manually re-link every so often to refresh, because Plaid does not bypass 2fA automatically. A simple button to quickly go to the Plaid account-link page would be awesome

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