Asset breakdown for manual accounts
complete
J
Jerin
We should have the ability to create different categories within an account. I noticed with Robinhood integration it shows you the total worth and then when you tap on the card it breaks it down between each stock. It’d be nice to be able to do this under a manual account for a crypto wallet or paper cash + coins.
O
Olivia
complete
Thank you to everyone who has upvoted this Feature Request!
This feature is now available for manual investment accounts with cryptocurrency and investments.
You can learn more, including how to convert an existing manual investments account to a manual holdings account here: https://intercom.help/copilotmoney/en/articles/6097003-tracking-holdings-with-manual-accounts