R
Reza J
Hopefully we get this soon?
L
LaRon Scott
The main feature I'm looking forward to!
C
Courtney
Yes, I totally support importing investment holdings. That's the main feature this lacks. Otherwise super happy with Lunch Money. I honestly like it a lot more than Mint and I'm glad for the switch. I run my own business and figuring out tax deductions for all the different expenses is a breeze now that Lunch Money is in my life
B
Barry Ridge
I would like to voice my strong interest in this also - particularly investment transactions, not just holdings. I siphon a portion of my pay checks directly into investment accounts, so without this, my income level becomes distorted by the lack of those transactions and it throws the budgeting numbers off entirely.
J
Jonathan Gibson
I still can't believe Mint was free and tracked accounts / transactions / holdings over time.
This is a desperately needed feature for something that we have to pay for. I see this has been planned for a while, but with no action :/ Please make this a reality!
M
Mike Primeau
It would be nice to at least be able to enter in individual Investment transactions so that we could see the amount of shares, purchase price etc. Instead of only the current value.
Jen
open
D
Dana Johnson
It would also be great if it automatically and continuously updates like CC and bank accounts. I love the addition but you have to manually force the update.
M
Michael Bianco
It would be great to be able to set tax on specific type of tags on specific asset types. Real estate, foreign stocks, domestic stocks, bonds, etc and then see a breakdown of asset allocation across retirement/non-retirement accounts (would be great to be able to create customized account grouping as well).
C
Chance
Jen Over at https://support.lunchmoney.app/importing-transactions/automatic-imports#why-am-i-not-seeing-any-transactions-for-my-brokerage-investment-accounts you wrote that "fetching transactions for brokerage/investment accounts costs us much more money." Has that changed given the consideration of this feature?
Jen
Chance: Hi Chance, yes, that's changed! We support investment transactions now and that paves the way for investment holdings on our roadmap :)
See here for more details on enabling investment transactions: https://feedback.lunchmoney.app/transactions/p/auto-import-investment-transactions
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