JasonS
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- Username JasonS
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- Visits 6
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- Roles Member
- Points 23
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- 3
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- 2
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Re: What types of bank accounts can I connect?
A year ago your system served us well. It supported importing all of our brokerage, checking, and savings accounts across Fidelity, Schwab, Capital One, and Wells Fargo. You now roll out an "imp… (View Post)7 -
Re: Improvements to transaction splitting
Can we get the ability to split a deposit transaction across both income and expense categories? For example, let's say that I have a deposit of $1500 which is made up of $2000 income and $500 transa… (View Post)4