Personal finance (general task)
under review
Martin Pánek
Adding the ability to upload to portfolio mortgages and other banking products:
- mortgages
- savings account
- current account
- real estate*
- investka building fund
- investment funds (Moneta)
- term deposits
Uninvested cash at the broker:
- account for uninvested cash in the portfolio
- view and add the accrual of interest on the uninvested amount
- calculation of interest income on uninvested cash
- accrual of interest on borrowed shares
Zdenek Sofr
under review
Zdenek Sofr
Merged in a post:
Hello, Is it possible to add investments in gold and silver to toners? Or will this feature be available?
O
Ondrej Frommel
Zdenek Sofr
Merged in a post:
Working with cash
Jan Vokurka
Add a job with cash. There, for example, interest may be charged on uninvested cash.
So far, Monery still has a lot of catching up to do, versus Snowball Analytics. :-(
M
Monery support
Lukas Patha
I'd like to see how much money I have uninvested. For example, at XTB I have 3 Accounts, EURO, USD and CZK, and I have cash everywhere. It would be nice to see everything in Monera.
M
Monery support
This task is related to https://monery.canny.io/nove-funkce/p/osobni-finance and further will be solved there.
H
Honza
Especially the savings accounts.
Martin Pánek
planned