9 Comments

  1. Jason Shurb

    Please look out for our Troops overseas and include the USAA API for Brokerage syncing, they have invented most of the technologies used in modern banking (deposit by scan, deposit by UPS store, deposit by iPhone, first with Apple Pay). They have a huge tech department looking to deploy the latest in technology that can work with you in any problems you have connecting with their system.

    • Thank you for your service. We are supporting OFX downloads/imports which is a popular format used by over 4,000 banks and investment companies around the world. One of the challenges that we foresee is that often times, financial institutes will arbitrarily limit the amount of transaction history that can be downloaded to a couple of months to a few years. So while OFX will be nice for keeping an account up-to-date, we will likely need to develop a CSV importer to handle initial account setup within the app.

  2. Frank Miller

    What would be REALLY great would be to have a “notes” column vs. the text area at the bottom of the “Details” sidebar.

  3. Neil Rowlands

    Hey folks,

    Great app, and loving how simple and powerful v3 is. As an international customer can I make a feature request to include the ability to search by universal ISIN codes please?

    With many thanks.

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