Ability to add new account balance records #6

New Issue

2023-12-30T03:29:35Z

andrewlalis commented

2023-12-30 03:29:35 +00:00

(Migrated from github.com)

Add the ability for the user to report the current balance of an account, and/or confirm the value that Perfin has derived from reported transactions.

On the account detail view, if there are at least N transactions since the last balance record, show a non-intrusive prompt to the user to remind them to report/confirm their account's current balance for data integrity's sake.

Additionally, add the ability to attach documents to a balance record, like bank or credit card statements.

Maybe consider the ability to report the balance of multiple accounts at once, sharing some attached documents, since this is commonly facilitated with a bank-statement for all your accounts at a given financial institution.

Add the ability for the user to report the current balance of an account, and/or confirm the value that Perfin has derived from reported transactions. On the account detail view, if there are at least N transactions since the last balance record, show a non-intrusive prompt to the user to remind them to report/confirm their account's current balance for data integrity's sake. Additionally, add the ability to attach documents to a balance record, like bank or credit card statements. Maybe consider the ability to report the balance of multiple accounts at once, sharing some attached documents, since this is commonly facilitated with a bank-statement for all your accounts at a given financial institution.

andrewlalis commented

2023-12-31 16:40:11 +00:00

(Migrated from github.com)

Added basic functionality, no validation, no combined statement balances, etc. Just the basics.

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