Transactions

Currently in the Finances > Transactions View, when you select an account, it will show the Filtered Total, Average Amount, and Total transactions. Can we please get the account balance as well? It will make things easier when reconciling accounts and a more focused account view.

My savings expenses is not showing properly. How do I report my savings from money that I transfer from my checking to my savings so that it can show a accurate savings percentage?

When filtering by tag a newly added transaction, the transaction is ignored. After a page refresh the filter works as expected

When I transfer money between 2 Plaid sync'ed accounts, they show as 2 transactions (once under the sending account, and once under the receiving account). Is it possible to "link" these 2 transactions as a unique Transfer ?

I'd like to be able to split my pending transactions while I still remember what I bought, rather than remembering what split to apply days after the fact.

Similar to the investment transactions request. It's currently not possible to track interactions between managed crypto wallets (ex. Coinbase) and my bank accounts. This also would allow importing my wallets that currently have a balance of 0 since those seem to be filtered out (presumably to avoid account spam when Coinbase adds its new currency every few months).

Sometimes some of my transactions from my bank are not imported properly, for whatever reason. This puts the balance out of whack. I need to be able to reconcile this balance instead of haphazardly updating it -- need to figure out which transactions were imported and which were not. This is a very tedious process right now :(

Currently, new transactions always have the currency set to the Primary Currency by default. It would be great if the currency was automatically set based on the bank account's balance when using the "Add to [account]" options in the 'Add transaction' drop-down. For example, if Account A's balance is in EUR, the in-line transaction entry for 'Add to Account A' option should have the amount automatically set to EUR.

Is there a way to copy an existing transaction or at least duplicate it?

Use case #1: setting aside X amount every 2 weeks Use case #2: prevent adding new transactions in the future from updating manually-managed account balance until day of