Transactions

Please allow different fonts to be selected. Just started today but I see one font for the widgets but the transactions/tables are different. I'm a bit vision challenged therefore it may just be me. I think it would be a pretty easy feature to add.

Create cash flow forecasting feature to know how much money you may have on a given day in the future based on recurring items and set budgets

Seems like Plaid lists datetime in UTC, and then extracts the date also as UTC. For example, see the attachment for metadata of one of my transactions. This shows as 2am in the morning of May 16 in UTC time, and it extracts the date May 16, and that's how you display my transaction. However, I live in the US, so this transaction happened on the evening of May 15. It would be great if you could not show the UTC date of a transaction, but the date in the timezone of the user. (Have a timezone setting that can be changed when traveling and is automatically changed/suggested when logging in from a different timezone.)

Use case #1: setting aside X amount every 2 weeks Use case #2: prevent adding new transactions in the future from updating manually-managed account balance until day of

On the Transactions page, add "Currency" as an option in the Advanced Filter:

Sometimes there is a need to add, subtract or calculate a percentage of a given amount. Would be nice to be able to do so directly in the amount field. This is particularly useful when adding transactions manually, but also for editing existing.

Although I don't have a lot of categories, I've quickly come to realize that for visual aid, and quicker finding, it's better to add icons. ATM I'm using emoji at the start of the category name, but that messes up the alphabetic sorting.

Some transfers between accounts incur a fee. At the moment when creating a transfer transaction, it's 100% transfer of value from one account to the other. It would be good to have a field to input the fee for the transaction and have transaction fees as data to reference later (ie for tax return or just seeing how much money is being spent in transaction fees) and of course to keep account totals correct. Currently the only way to emulate this is to create the transfer, then edit the amount of the outgoing transfer to add the fee. Then the grouped transaction correctly shows a negative value from the fee incurred.

Similar to the investment transactions request. It's currently not possible to track interactions between managed crypto wallets (ex. Coinbase) and my bank accounts. This also would allow importing my wallets that currently have a balance of 0 since those seem to be filtered out (presumably to avoid account spam when Coinbase adds its new currency every few months).