souran
Created Balance trend changes due to exchange rate fluctuationsUpvoted Interactive Brokers full data importUpvoted Retirement PlanningUpvoted Real Estate worth trackingCommented on Financial Milestones & Life EventsSample screenshot for plotting milestones on Networth projection graph:Commented on "Average savings rate" metric somewhereThanks 🙏Upvoted Sankey chart enhancementCommented on Sankey chart enhancementThanks for the quick fix. 🙏Created Financial Milestones & Life EventsCreated Sankey chart enhancementCreated Insurance & Financial ProtectionCommented on Retirement PlanningPension assets should be treated differently from regular investments. It would be useful to distinguish government pension, employer funded pension and private pension including when each becomes accessible, withdrawal rules and tax implications. Employer funded pension contribu…Created Tax & Capital Gains ManagementUpvoted Pivot tableUpvoted Gamified Savings Streaks & Milestone BadgesCommented on Portfolio AnalyticsTreemap chart also helps to explain the funds distribution visual:Upvoted Add version information to the uiUpvoted Predefined different color themesUpvoted Bank Transactions Reconciliation ScreenCreated Loading older transactions using bank syncUpvoted Spend Dashboard PanelCreated Spend Dashboard PanelCommented on Financial GoalsIt looks like you’re describing an envelope style budgeting approach which fits well with this ticket: https://moneymatter.featurebase.app/p/rich-budgeting-functionality This particular ticket can cover the ‘wealth/asset tracking goal’ that I described in the ticket description a…Commented on Financial GoalsThe goal should not require users to manually transfer money to a virtual account. Instead, it could be a calculation layer on top of existing accounts. For example, a goal could be linked to: 100% of Account A 100% of Account B 25% of Account C The goal value should update autom…Commented on FIRE CalculatorThanks a lot. The implementaion looks awesome. 🥳Upvoted Advanced Split or Linking two transactionsCommented on Retirement PlanningWhat if scenario section would be nice in retirement planning:Commented on Monte Carlo Retirement SimulationCommented on FIRE CalculatorAnother sample panelCommented on Mortgage enhancementWe also don’t have the option to modify old records in the mortgage section. I made a lump-sum prepayment on my mortgage from my current account last year but it is showing as an expense rather than a transfer between two accounts because the current mortgage account doesn’t allo…