Could we add payment methods to Manuel transactions? I am thinking that when I write out a transaction I can select like: Cash, CashApp, Check, etc. and even add our own custom payment methods.
Could we add where the Transaction type “Transfer” works on the manual accounts? Like i can say: Transfer $10 from Chase Checking to Chase Savings?
team@waypointbudget
Team•
Jul 3
Update: this is built and rolling out. You can now add manual accounts, cash, Cash App, any bank account with their own balances and types (checking, savings, credit, cash, investment, loan), grouped under bank cards alongside your connected accounts.
Pick the account when adding a transaction or importing a statement/receipt, quick-edit a balance right on the card, and toggle whether each counts toward your dashboard total.
Thanks for the detailed post btw Cadin. Marking as shipped once it's live for everyone.
Cadin
•
Jul 3
Ok, thank you!
Quick question, I’m not seeing it in the app. Is it available to free plan or does it require a paid plan?
team@waypointbudget
Team•
Jul 3
Hey Cadin,
Sorry I forgot to update the website. Do you mind taking another look now, you should see an option to Add a manual bank account. Should be available on all plans :).
Please let me know if you run into any issues!
Cadin
•
Jul 4
Sorry, I found that when i link a transaction to the account the balance on the account doesnt change. It just shows the balance i set when i first created it
team@waypointbudget
Team•
Jul 5
Hi Cadin, sorry moving this to in progress, right now the only way to change the balance is manual edits but I am planning to do the next phase which is linking and reducing balance from the account automatically via linked transactions.
Sorry this was missed as part of the V1 but I can promise it early next week!
team@waypointbudget
Team•
Jul 6
This should be working now, please give it another try :).
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Cadin
Jul 6
Could we add where the Transaction type “Transfer” works on the manual accounts? Like i can say: Transfer $10 from Chase Checking to Chase Savings?
team@waypointbudget
Jul 3
Update: this is built and rolling out. You can now add manual accounts, cash, Cash App, any bank account with their own balances and types (checking, savings, credit, cash, investment, loan), grouped under bank cards alongside your connected accounts.
Pick the account when adding a transaction or importing a statement/receipt, quick-edit a balance right on the card, and toggle whether each counts toward your dashboard total.
Thanks for the detailed post btw Cadin. Marking as shipped once it's live for everyone.
Cadin
Jul 3
Ok, thank you!
Quick question, I’m not seeing it in the app. Is it available to free plan or does it require a paid plan?
team@waypointbudget
Jul 3
Hey Cadin,
Sorry I forgot to update the website. Do you mind taking another look now, you should see an option to Add a manual bank account. Should be available on all plans :).
Please let me know if you run into any issues!
Cadin
Jul 4
Sorry, I found that when i link a transaction to the account the balance on the account doesnt change. It just shows the balance i set when i first created it
team@waypointbudget
Jul 5
Hi Cadin, sorry moving this to in progress, right now the only way to change the balance is manual edits but I am planning to do the next phase which is linking and reducing balance from the account automatically via linked transactions.
Sorry this was missed as part of the V1 but I can promise it early next week!
team@waypointbudget
Jul 6
This should be working now, please give it another try :).