Automatic reconciliation between Open Finance and Forecast Entries

Hi, everyone! How are you?

I’d like to suggest an improvement for the Open Finance integration, specifically regarding financial health forecasting.

Currently, if I schedule a future recurring income or expense to simulate my financial health chart, the system duplicates the information when Open Finance reads the actual event, correct? It would create a new transaction instead of updating/reconciling with the “scheduled entry” I had already set.

If this is actually happening, it would be great if the app had the intelligence to link the actual data from Open Finance to the estimated entry, keeping the chart clean and accurate. Is this feature on your radar?

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board
💡

Submit suggestions/improvements

Date

About 2 months ago

Subscribe to post

Get notified by email when there are changes.