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!
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!
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Comments3
J M
Apr 1, 2024
I just tested this - working beautifully. Nice work Jason & team!
Apr 1, 2024
Jason Russell
Apr 1, 2024
This has now been implemented. You can update an account's balance from Accounts> Select Account > Update Balance.