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Toggle to sync the holdings for the balance

User reported an inability to import SnapTrade data into Lunch Money via Lunch Flow. The SnapTrade accounts were active on the Connections page but were not visible or clickable on the Destination page when attempting to map or create new accounts. The customer confirmed they could not click on the added SnapTrade accounts on the Connections page, nor could they see them listed when going through the 'Create New Account' flow under Destinations. Additionally, the SnapTrade accounts did not display currency or a 'Syncing' status on the Connections page. An admin implemented a fix, which resolved the issue. The customer provided feedback requesting a toggle to sync holdings for the balance.

Status: Planned1 comment

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Comments1

  • Jordan Robert

    •

    Jul 29

    When I mean holdings.

    I am referring to the stock purchases.

    So if you purchase 100 shares of INTC. Your account balance shows as the value of those shares.