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So far, so good

Hi, I’ve discovered your app and so far I have to say I’m really impressed. However, there are a couple of minor things that could be improved. I’d like to see a search function for transactions – whether by description or by amount. The second thing that’s a bit confusing is the balance figure. At the moment, it only takes into account what’s listed under ‘Accounts’. In my view, there could also be an option to display the net balance, which would include accounts under ‘Investments’ and, in particular, ‘Loans’. So, ultimately, the net balance is lower anyway if, for example, you have a mortgage.

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  • dmytro_sv changed status to Completed
    Team•

    Sep 21

    Pinned

    Hey! Thanks for the feedback ♥️

    #1 it’s already possible, on the “All Transactions” page you can filter by basically anything in both table and list views

    #2 The “Balance Trend” widget on the dashboard shows you everything – accounts, investments, vehicles, ventures; with an ability to include and exclude loans of any kind

    Let me know if any questions left 🙏