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Budgets (1)
Transactions (12)
Portfolios (6)
Rules engine
Create rules to auto categorize transactions
1
·
under review
3
Savings goals
Set up goals like "I need X amount by Y date"
1
·
under review
2
Retirement Planner
1
·
under review
1
Hide accounts
Being able to hide/show an account. This should affect balances and transactions views.
1
·
under review
1
Import from crypto wallets
Import balance from crypto wallets. This is only useful if you don't want to import from CSV or manually, but it would be a nice to have
1
·
under review
1
Support loans
Allow adding loans, either manually or by categorizing them from the imported transactions. Show balance, payments, principal, interest, taxes, etc Next step, would be to simulate repayments, early payments, etc.
1
·
under review
1
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