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Mobile: holding on NW chart should show NW at that point
This used to work, but hasn't for a while now
0
1
Be able to link manually created transactions to manually created asset/debt
Having the ability to list transactions under manually added asset/debt's, for better tracking purposes.
0
2
Profit and Loss Report
We are asked many times for different Lending or financial institutions for a profit and loss statement. Having a fleshed out version in a report style format would be super helpful.
0
6
Debt to Income Ratio
You guys already know our debt, our assets and income. How about you calculate our debt to income ratio? For people with a bad ratio you can help/direct them to create goals to remedy it.
0
2
Manually Add Shares
i'd like to be able to manually add stock or mutual fund assets by telling you how many shares I own so that you can automatically update my net worth as the price changes
1
2
Widget for Android Devices that show my net worth
I would like a Widget for Android Devices that show my net worth like Mint had.
2
3
investment return tracking (performance)
Use investment transaction data to show REAL (money weighted) annualized investment / portfolio performance. Most brokerages just show the change in account balance (time weighted), which doesn’t adjust for deposits / withdrawals and usually overstates performance. You could use the plaid transaction data to show the true (money weighted) portfolio and position performance. Nobody does this (well) and it shouldn’t be too hard for you guys to integrate.
1
69
Investment
A section to see all investment based data. Investments are treated like transfers, but these become assets and I need a section to see all investment based information, transaction, and data.
0
3
Net worth should include home and car values
How can anyone track their net worth without including their home and car investments? Why must users pay a premium for something so basic?
0
5
Income
I need help with daily expenses
1
1
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