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.
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In Review
💡 Feature Request
About 4 hours ago

Evie
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In Review
💡 Feature Request
About 4 hours ago

Evie
Get notified by email when there are changes.