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Recent activity in Help and problems

  1. This week

  2. @thepatientvisigoth replied in Registering interests from savings accounts

    Got it! Thanks. That's exactly right. I'll do have 3 brokers with negative balance at the moment because the "Transfer to broker" transactions are registered as regular outflow transactions in the…
    Founding memberto @holdmybeta

  3. @holdmybeta replied in Registering interests from savings accounts

    Hi! 👋 You haven't missed anything, there's no Interest type in the Wallet. But the thing you're calling a hack is actually the right way to do it. Interest is just income landing in that account…
    Staff2 helpful

  4. @holdmybeta replied in Cash value computation in Overview page

    You did not miss it! It genuinely was not there yesterday. Your report is why it exists. We shipped it earlier today, along with a warning during import that flags this up front, so the next person…
    Staffto @thepatientvisigoth1 helpful

  5. @thepatientvisigoth replied in Cash value computation in Overview page

    I noticed that the tooltip for Cash in the Overview page shows an explanation of the negative value together with instructions on how to fix it: "Why is this lower than my Wallet page?" I might have…
    Founding member

  6. @holdmybeta replied in Cash value computation in Overview page

    Hi, and thanks for such a clear write-up. Cross-checking it across the pages like that makes this much easier to get to the bottom of. Short version: you almost certainly have not gone broke, and I…
    Staffto @thepatientvisigoth

  7. @thepatientvisigoth started Cash value computation in Overview page

    Hi team! After importing a great deal of transactions from different accounts and brokers, the total net worth value in the home dashboard is not correct (unless I went broke already!). It may well…
    Founding member

  8. @thepatientvisigoth started Registering interests from savings accounts

    Hi there👋 I am wondering what's the best way for representing interests earned from a savings account. Let's suppose I transferred X from a current account to a savings account with 2.4% interest…
    Founding member1 helpful

  9. @thepatientvisigoth replied in Financial data provider - missing fund information

    Impressive! I noticed it a couple of hours ago and I was like... were they really this fast? haha Thanks 🙌
    Founding memberto @holdmybeta

  10. @holdmybeta replied in Date Format

    Live now, in 1.69.0 👋 Your date format applies everywhere a transaction shows up: Wallet, Portfolio, all of it. Pulling on the thread turned up a few more while we were in there. Number formats were…
    Staff

  11. @holdmybeta replied in Financial data provider - missing fund information

    Good news !! They're in. 🎉 You asked yesterday, so this is fresh out the door. When someone tells us what they're actually holding, it goes straight to the top of the list. All four: Avanza Global…
    Staffto @thepatientvisigoth1 helpful

  12. @thepatientvisigoth replied in Financial data provider - missing fund information

    Great to hear you are working on adding mutual funds! I'll go for custom assets for now. Also, linking custom assets to assets with live market data is definitely an interesting feature. The mutual…
    Founding memberto @holdmybeta1 helpful

  13. @jpt99 replied in Date Format

    Thanks for such a fast response!
    Founding memberBug hunterto @holdmybeta

  14. @holdmybeta replied in Date Format

    Hi @jpt99, welcome, and thanks for flagging this! 🙌 You're right, it's a bug. The date format from Settings was only being used when importing files, and every transaction list ignored it, in the…
    Staffto @jpt99

  15. @holdmybeta replied in Financial data provider - missing fund information

    Hi, and thanks for asking! 👋 Avanza Global and Avanza Zero aren't in Turbobulls today. Both are mutual funds, which we don't display yet. Until we do, the custom assets you created are the right way…
    Staff1 helpful

  16. [deleted user] started Financial data provider - missing fund information

    Hello there! I see that some funds are not found and I need to add them manually. For example, Avanza Global and Avanza Zero - both offered by Avanza Bank (Sweden ). I wonder if there is a way to…

  17. @jpt99 started Date Format

    Hello all! Seems like my preferred date format set up in Settings, doesn’t transfer to my transactions in Wallet. No big deal, just something I noticed.
    Founding memberBug hunterFirst post1 helpful