Marcio Fonseca

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Activity overview

Latest activity by Marcio Fonseca
  • Marcio Fonseca commented,

    If they are really willing to implement this functionality/report, hope they also fix the transactions report. Today, the transactions report is structured is such way that each payment transaction...

  • Marcio Fonseca commented,

    Agree! At least comments, if class/agent not possible.

  • Marcio Fonseca commented,

    Fully agree! This is a mandatory report to track expenses categories throughout the year and their corresponding trends. Example posted by Tahren Ponnusamy is just perfect.

  • Marcio Fonseca created a post,

    Detecting OFX/CSV import duplicates

    The import process should be able to identify the entries that were manually created previously by the user and which are similar to the ones in he OFX file (e.g. searching by date/value). The syst...

  • Marcio Fonseca created a post,

    Investment accounts/investment functionalities

    Incorporate an investment solution as one additional feature to deal with investment accounts. The investment solution could deal with different kinds of investments (stocks, options, fixed interes...