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Features for the Accounts

Feature RequestLow Priority

For the manual accounts it would be great to have:

  • When i add a transaction i can choose “Transfer” and it can actually transfer money between the manual accounts.

  • If the manual bank creator gets the bank icon wrong we can fix it by going through a list of icons and selecting it

  • Displays total amount between all manual accounts on dashboard

  • ATM withdraw: i could say i withdrew $10 from a bank account at a ATM then it moves it to cash or something

  • Balence history

Posted by Cadin ·
Status: Completed1 comment

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Comments1

  • team@waypointbudget

    Team•

    Aug 14

    Good news @Cadin,everything on this list is now live:"

    • Transfers between manual accounts: when adding a transaction, choose Transfer, pick the direction and the other account, and the money actually moves: both balances update and a mirrored entry appears on the receiving account.

    • ATM withdrawals work exactly the way you described: make a Cash manual account once, then a transfer from your bank account to Cash moves the $10.

    • Fixing the bank icon: tap the account (or the pencil next to its name): change the Bank field in the edit sheet, and the logo updates to match.

    • Totals on the dashboard: manual accounts count toward your available balance on the dashboard (each account has an "Included balance" toggle so you control which ones), and the Net Worth page shows them grouped with totals.

    • Balance history: your manual account balances are snapshotted daily and show as history on the Net Worth page. It builds from the day the account exists, so it grows richer over time.

    Thanks for laying this out. If any of it doesn't behave the way you expected, comment here and we'll take a look.

    Also as a bonus now when you import your CSV the balance can be updated of the linked account if you’d like: