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Manual Account Balance Update

For manually-entered accounts, the ability to enter in an updated total balance. Ideally, this update would not show up as a transaction - it's simply an update to the net worth of the account. Thanks FinWise team!

Status: Complete3 comments

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Comments3

  • J M

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    Apr 1, 2024

    I just tested this - working beautifully. Nice work Jason & team!

  • Jason Russell changed status to Complete
    •

    Apr 1, 2024

  • Jason Russell

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    Apr 1, 2024

    This has now been implemented. You can update an account's balance from Accounts> Select Account > Update Balance.