Suggestions for improvement:

  • COR JUROS RF - is the entry for receiving fixed income interest from Itau, not interest payments. Not in a receipt category of this type.

  • SISPAG GRPA - is the receipt of rental income via Quinto Andar; there is no category for rental income, so it would be good to create one.

  • PIX QRS Latam Gateway and PIX QRS MERCADO BIT are entries for investment in crypto. Perhaps create an investment category when I make TED transfers to other institutions not listed, because they are not expenses.

  • I missed the Parties/Shows/Events category.

  • The payment of the entire card bill appears as a new entry.

  • I reviewed all transactions but cannot confirm that everything has been reviewed.

  • When importing investments from Itaú, a large part did not come through (I identified the part that did not come through as Pension).

Upvoters
Status

In Review

Board
💡

Feature Request

Date

5 days ago

Author

fabioperotti

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