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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. 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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  4. 6 votes
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