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Anonymous

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  1. 1 vote
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  2. 3 votes
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    Anonymous commented  · 

    I agree this is required functionality. I would personally go for the last day of the month, but just having some time series of net worth is required functionality.

    This time series would also need to track manual assets/liabilities.

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  3. 39 votes
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    Money in Excel team here! Currently, this is the most upvoted request—we hear you! This is something we are actively working on since launching last month. We do not have an exact ETA yet. Just know that we are working on it along with many other features. One thing we can do, is circle back and let this thread know once it’s released. Keep giving us feedback, we appreciate all of it. Be safe!

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    Anonymous commented  · 

    I ran into the same problem with Schwab. We have a joint investment account under both our logins, but separate IRA's under our individual logins. I added my login, which brought in our joint account and my IRA. When I try to add my wife's Schwab account, I get the error "Sorry, [object Object] was already connected".

    Money in Excel is pretty useless without these accounts.

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  4. 4 votes
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    Anonymous commented  · 

    I agree that some type of sub categorization would be huge. For example, I could have a sub- category of "fuel" and "car maintenance" that would roll up to an "auto & transport" category.

    I know this is possible with a data model in PowerPivot/PowerBI, but it seems like there should be an embedded way to do this.

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  5. 5 votes
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