Accounts, Assets

https://truelayer.com/ is used by YNAB to connect to a number of European banks directly for importing, including my PT bank (ActivoBank). Can you include? It is tiresome to have to export and upload CSVs.

Support importing individual investment holdings from Plaid

As for cryptocurrency manual asset addition, would it be possible to add stock tickers ? Many API providers exist for that, Yahoo Finance is one of them. https://rapidapi.com/blog/how-to-use-the-yahoo-finance-api/

Show balance, payments, principal, interest, taxes, etc.

I've noticed that the Plaid system for detecting when an account is closed is usually buggy. It would be nice to be able to manually mark an account as closed without first making it a manually-managed account.

I have a checking account for my business that I want to count toward my net worth, but don't want transactions imported or categorized for personal budget purposes. Would be great to have the option to exclude transactions from budgeting on an account-by-account basis.

We can now filter by account type. However it would be useful to filter by sub type too. Example. I have my pensions listed as investment - retirement. However since I cannot access these until retirement I'd like to be able to filter them out so I can easily see the balance of my non retirement investments.

Maybe I'm missing something, but I can't seem to find account numbers associated with linked and manual accounts. This would be very helpful merging accounts, especially when there are multiple with similar names.

Exclude certain accounts from counting towards the net worth displayed on the main page as well as balance history tracking

when importing Ethereum address, there is a bug toast that says: (intermediate value).toBigInt is not a function Appears after I click the "import Eth address" CTA