Kualia
Kualia
Jan 8

Add Account Type Support for Loans, Investments & Assets

In order to track my net worth correctly, I need to be able to add even more account types. The most important at the moment are loans and investments. Ideally these could be linked or unlinked. Less important but also impactful to true net worth is unlinked assets, being able to add my vehicles, or other items of high enough value to track my net worth against.
CompletedCompleted

Aug 13, 2025

Done! Update to v1.89.0 to add Investment and Loan account types. For now, you can't do much with them except feel better (or worse) about your net worth. In future updates I'll add the ability to make transfers between on-budget accounts and these investment/loan accounts.

Dec 16, 2025

Hi Igor 👋🏾 Do you have an estimated timeframe for this feature to be available?

Dec 16, 2025

Give me one month 🤝

Dec 16, 2025

Perfect 😁! Thank you for your hardwork!

Aug 9, 2025

Working on it! Should be live in a few days, on both iOS and Web. 🫡

May 29, 2025

Shara I'm going to merge this with an existing feature request for adding more accounts. Just to confirm, you will not be able to assign money from your investment account to your envelopes.

May 5, 2025

I am currently switching from YNAB, and this is the feature I miss the most.