Linking of bank accounts (incl. synchronization)

For some users, it would be convenient to (optionally) link their real bank accounts to the app to automatically record transactions. Since automatic categorization is very complex, this feature can also be implemented as following for the time being:

  • There is a separate area where you can link 1 or more accounts.

  • The bank data is automatically synchronized in the background and transactions are created as needed.

  • Since the transactions are not categorized, they first end up in a kind of "inbox" view where each transaction can be categorized.

  • After the transaction is saved, it is removed from the "inbox" area and displayed periodically in the application.

However, due to regulatory constraints, the feature may initially be available in only a few countries (e.g. Germany).

Please authenticate to join the conversation.

Upvoters
Status

Inbox

Board
Custom icon

Budget Flow

Tags

πŸ’‘ Feature Requests

Date

Over 2 years ago

Author

Fabian

Subscribe to post

Get notified by email when there are changes.