Accounts, Assets

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).

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/

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.

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.

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 !

We can now filter by account type. However it would be useful to filter by sub type too. Example. I have my pensions listed as investment - retirement. However since I cannot access these until retirement I'd like to be able to filter them out so I can easily see the balance of my non retirement investments.

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.

Custom notes for each account: it would be nice to have a place to write things like loan interest rates, anything important to remember about an account, etc.

Goldman Sachs Bank USA is the issuer

This encompasses: allow renaming the default "Cash" account to something else allow "Cash" account to track a balance better messaging around what this account is for