Add Account Type Support for Loans, Investments & Assets
complete
Noah Hensley
In order to track my net worth correctly, I need to be able to add even more account types. The most important at the moment are loans and investments. Ideally these could be linked or unlinked. Less important but also impactful to true net worth is unlinked assets, being able to add my vehicles, or other items of high enough value to track my net worth against.
Igor
complete
Done! Update to v1.89.0 to add Investment and Loan account types.
For now, you can't do much with them except feel better (or worse) about your net worth. In future updates I'll add the ability to make transfers between on-budget accounts and these investment/loan accounts.
Igor
in progress
Working on it! Should be live in a few days, on both iOS and Web. 🫡
Igor
Merged in a post:
Allow us to add investment accounts
S
Shara
I checked the box to add my Schwab Checking, Roth IRA & Taxable Brokerage account but your app only seems to support the checking account.
Igor
Shara I'm going to merge this with an existing feature request for adding more accounts. Just to confirm, you will not be able to assign money from your investment account to your envelopes.
M
Marcos
I am currently switching from YNAB, and this is the feature I miss the most.