As feedback to the developers, I find:
- having the liquidity split in expenses compartment and the rest is confusing. The debit card limits are enough for that purpose.
- in the monthly reports it would be useful to also have the running total of the liquidity after each operation. At the very least I could use having a freeze-frame image of the liquidity and the investments at the end of the month. So that I can refer to the previous month’s report to know how much I had
- I’d like to have a liquidity transaction history. At the moment I can see the transaction history of the debit card, of orders placed, of cashback (quite pointless IMO), of dividends and of movements between general liquidity and debit card. But where is the history of deposits/withdrawals made to the liquidity? And actually all the incoming and outgoing movements? IMO that should be the centerpiece of the app, and the fact that it’s lacking, leaves space for unwanted opacity.
Another OT suggestion:
I’d like to have all the purchases and sales relative to a given asset to be visible in one place. Let’s say the history of all operations related to a certain stock appeared within that stock’s page. Then I’d be able to know at a glimpse how much profit/loss I made.