Can't link a Wallet transaction with a broker transaction in a different currency

@turbo

I can link two Wallet transactions in different currencies as an exchange, and a Wallet transaction with a broker transaction in the same currency as a transfer. But I can't link a Wallet transaction with a broker transaction in a different currency.

That's a common case: I send money from my bank in one currency and it arrives at a broker or a crypto platform in another. Today the bank side stays as negative Money In, and the broker side as a deposit from outside. Balances are right, but:

the bank side counts as negative Money In, so my money in and my savings ("money in less spent") come out lower, although the money only moved to an investment;
the broker shows it as new money from outside, so contributions and returns are off;
nothing shows that both sides are the same movement.

Please allow linking a Wallet transaction and a broker transaction in different currencies, with each side in its own currency and the exchange rate implied, as Wallet-to-Wallet exchanges already work.

1 reply

@holdmybeta
Staff
You are right that these do not link today, and that is on purpose. A Wallet row holds one amount in its own currency, so the app cannot tell what arrived at the broker in the other currency. Rather than guess and put a wrong figure into the broker's cash, a deposit only links to a broker in the same currency.

Linking across currencies means storing both amounts, which touches net worth, imports and duplicate matching, so it is a bigger change. Your case is common, though, so we will look into it, and I will come back here when there is news.

One reassurance in the meantime: your returns are not affected. The time-weighted and money-weighted returns never count cash moving in or out of a broker, so they are right either way. What comes out wrong is the split between what you saved and what was added at brokers, and the missing link between the two sides.
Posted Nov 7, 2026, 12:10 PM UTC