Feature Requests

Users should be able to see a P&L for their business

Users should be able to see their inventory as an asset

Users should be able to see their invoices: 1) individual invoices 2) aggregate amount due within 30/60/90 days 3) total amount due

Users should be able to enter invoices (e.g., from vendors) into their finance hub

Users should be able to see a breakdown of their credit card debt by account

Users should be able to see a breakdown of their cash by account

Users should be able to click into any account to see its transactions and metadata

Users should be able to view any section as tiles or tables

Users should be able to filter any info in the finance hub based on date

Users should be able to categorize transactions in three ways: 1) Plaid automatically categorizes all transactions, so users should be able to map from Plaid's categories to their own categories 2) Users should be able to create mapping rules based on the name of the merchant 3) Users should be able to manually recategorize any individual transaction