Aggregate Holdings for Trading 212 Sync

I want an option to have my Trading 212 holdings cumulatively added to the balance total.

Currently, both the “Transactions & Balance” as well as "Balance Only" modes for the YNAB destination seems to use the spare ‘available cash’ balance instead of the total account value (available cash + holdings), which results in a £0 balance if most of the value is invested in stocks/shares.

This means my YNAB gets synced a balance of £0 constantly, as holdings aren’t counted in the balance. It would be great if LunchFlow could aggregate my holding’s value into a single total balance for syncing to destinations like YNAB.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

💡 Feature Request

Date

About 4 hours ago

Author

Evie

Subscribe to post

Get notified by email when there are changes.