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  1. This week

  2. @holdmybeta replied in Export Portfolio Assets

    Good idea, @thepatientvisigoth, and you haven’t missed anything: there’s no export of your holdings today. The workspace export (Settings, then Export) gives you all your data as Excel, as…
    Feedback and ideasStaffto @thepatientvisigoth1 helpful

  3. @holdmybeta replied in Errors in investment import (portfolio transactions) via csv

    Sorry for the long silence, @turbo. I wanted to answer with 2.0 in hand, and it’s out today. Here’s the way through for your spreadsheet and the insurer’s statements: Trades: import them with the…
    Help and problemsStaffto @turbo

  4. @holdmybeta started Turbobulls 2.0 is here, and a lot of it started in this community

    Turbobulls 2.0 is live. Every page is redesigned around how you actually use the app, and a good part of what changed began right here, in your threads. From your threads: Payees, with renaming…
    GeneralStaff3 helpful

  5. @thepatientvisigoth started Export Portfolio Assets

    Hi there! 👋 I’d like to propose another feature, let's see what the team and community thinks. The ability to export the current Portfolio Assets (aggregated holdings) into a CSV, Excel, PDF file or…
    Feedback and ideasFounding memberIdea makerBroker scout
  6. Earlier

  7. @thepatientvisigoth replied in Yet another collection of suggestions

    Ah right! I completely missed the Profile page with Activity and Threads tabs. Thanks. Looking forward to seeing 2.0 🚀
    Feedback and ideasFounding memberIdea makerBug hunter

  8. @holdmybeta replied in Yet another collection of suggestions

    Hi @thepatientvisigoth, thank you for another round, and for the exact steps on the bugs: they made both easy to confirm. Here’s where each one stands. Bugs “Select all” ignores the filters in Broker…
    Feedback and ideasStaffto @thepatientvisigoth1 helpful

  9. @holdmybeta replied in A humble collection of suggestions for improvement and possible bugs

    Thank you so much for coming back to this, and please don’t apologise. It’s exactly what we needed, and sharing the ISINs makes it even easier for us. You read it perfectly. These are funds you…
    Feedback and ideasStaffto @thepatientvisigoth1 helpful

  10. @holdmybeta replied in Category grouping (or subcategories)

    So glad you like it! Using tags as a second level is a really clever workaround, and you’re not the only one who came up with it. When groups arrive in 2.0, that second level can become proper…
    Feedback and ideasStaffto @thepatientvisigoth1 helpful

  11. @holdmybeta replied in Which broker import should we support next?

    It’s better than on the roadmap: Bitvavo is one of the new importers in Turbobulls 2.0, which is coming very soon. 😄 The whole export comes in, not just your trades: deposits, withdrawals and the…
    Feedback and ideasStaffto @thepatientvisigoth1 helpful

  12. @thepatientvisigoth started Yet another collection of suggestions

    Hi again! Here's a new round of feedback/suggestions after using Turbobulls more, mostly about imports and navigating transactions, plus a few possible bugs. 💬 Community website View/filter for…
    Feedback and ideasFounding memberIdea makerBroker scoutBug hunter1 image

  13. @thepatientvisigoth replied in A humble collection of suggestions for improvement and possible bugs

    Sorry for the delay. Just in case it is still helpful, I see the following warning admonition (I'm fine with showing the ISINs here): Warning admonition in both Overview and Portfolio pages, with the…
    Feedback and ideasFounding memberIdea makerBroker scoutBug hunter1 image

  14. @thepatientvisigoth replied in Category grouping (or subcategories)

    I like this one! I've been using tags for a second-level categorization so far, but nice to see category groups are coming in 2.0 :)
    Feedback and ideasFounding memberIdea makerBroker scoutBug hunter

  15. @thepatientvisigoth replied in Which broker import should we support next?

    What about Bitvavo, is it also in the roadmap? 🙂
    Feedback and ideasFounding memberIdea makerBroker scout

  16. @turbo replied in Errors in investment import (portfolio transactions) via csv

    I have an excel file with my information. I don't usually download csvs from brokers. I have also a historic account statement I got from an insurance company in pdf. All of that are custom assets…
    Help and problemsFounding memberIdea makerBug hunter

  17. [deleted user] replied in Confusion about workspaces

    Thank you
    Help and problems

  18. @holdmybeta replied in Greetings and congratulations on this application.

    This made our day. Not knowing where the money went is the most common reason people start tracking at all, so it’s lovely to hear Wallet is doing that job for you. Thank you for sharing it. ❤️
    GeneralStaffto @mariana

  19. @holdmybeta replied in Reports and better visualization of data

    Thank you for such a thoughtful list. Much of it is coming in 2.0: spending by category over time, a breakdown of where your money went, and net worth with what you owe, so you can follow assets and…
    Feedback and ideasStaffto @turbo1 helpful

  20. @holdmybeta replied in Payees

    Thank you, and noted: managing payees, like renaming them, belongs with it. Running two apps because nothing does both well is exactly the gap Turbobulls is built to close, so we’re taking that as a…
    Feedback and ideasStaffto @turbo

  21. @holdmybeta replied in Brokers and accounts

    Thanks for this. It’s a fair thing to stumble on, so let me explain the thinking behind it. In Turbobulls, a “broker” isn’t the institution. It’s one investment account: it holds positions and its…
    Feedback and ideasStaffto @turbo

  22. @holdmybeta replied in Category grouping (or subcategories)

    You’ll like this one: category groups are coming in 2.0, one level, just as you suggested. 50/30/20 (needs, wants, savings) works, fixed versus discretionary works, or whatever makes sense to you…
    Feedback and ideasStaffto @turbo1 helpful

  23. @holdmybeta replied in Import of investments with custom assets

    Great idea, and good news: in 2.0, coming soon, you can add an unknown asset as your own right from the import, instead of creating each one first. With 26 funds that makes a real difference…
    Feedback and ideasStaffto @turbo1 helpful

  24. @holdmybeta replied in CSV import: transfers between accounts

    Agreed, and you’ve picked exactly the right example. A credit card payment imported as two ordinary lines counts your spending twice: once when you buy, once when you pay the card. Transfers matter…
    Feedback and ideasStaffto @turbo

  25. @holdmybeta replied in Categories are not being imported in csv uploads (Wallet Transactions)

    Thanks for clarifying, that helps. The current import indeed doesn’t read the Category column at all, so every line lands in Uncategorized whatever the file says, even when the categories already…
    Help and problemsStaffto @turbo1 helpful

  26. @holdmybeta replied in Confusion about workspaces

    Welcome to the community, @trent, and thanks for asking. Workspaces confuse a lot of people at first, so you’re in good company. The short answer: keep everything in one workspace. Workspaces are…
    Help and problemsStaff

  27. @holdmybeta replied in Errors in investment import (portfolio transactions) via csv

    Thank you both, @turbo and @trent, and sorry for the wall of errors. That’s not a nice welcome, and I'd like to understand exactly where it went wrong for you, so we can fix it rather than just…
    Help and problemsStaff

  28. [deleted user] started Confusion about workspaces

    Hi, I am new and started my trial. I have confusion of workspaces, can you explain more? Are they completely separated? Not sure if I understand. I want to see my financial picture in one place but…
    Help and problems

  29. [deleted user] replied in Errors in investment import (portfolio transactions) via csv

    Hello, I am new to the community but I also encountered this same problem. I just started my tiral and did some test csvs but I also get errors in lines that are deposits or withdrawals.
    Help and problems

  30. @turbo started Reports and better visualization of data

    I would like to see more functionality for the cash flow portion of Turbobulls. For example: - Income and expense report for specific periods and with categories I need - Spending by category - for…
    Feedback and ideasFounding memberIdea makerBug hunter

  31. @turbo started Brokers and accounts

    It is confusing to have accounts in one place, and brokers in another. An investing account is just an account type. Currently it is completely separated and should be created as a "broker". But a…
    Feedback and ideasFounding memberIdea makerBug hunter

  32. @turbo started Errors in investment import (portfolio transactions) via csv

    I am trying to import my investment account transactions using the generic csv file, everything correclty mapped, but Turbobulls doesn't let me. Getting 147 errors: Asset is empty for selected asset…
    Help and problemsFounding memberIdea makerBug hunter