Duplicate - Closed

:speech_balloon:

Propagate to Other Plans

I have 3 plans. They all have the same accounts/expenses. While I understand the desire to link accounts to financial institutions until then or for those of us who do not want to link accounts online it would be helpful that if changes are made to an account (e.g. balance, funding, etc) or an expense that there was a button [Propagate to Other Plans] that when clicked would bring up a checkbox of other plans where the same account/expense (by name) would appear and the user could check which accounts to propagate the changes to.

So for example, I have Brokerage 1 with a balance of $50,000. If I go into Plan1 and change the balance to to $55,000 I would like to have the ability to propagate that change to any other plan that has the account Brokerage 1. This would save a lot of manual updating and reduce the chances of getting things out of sync between plans.

1 vote

Tagged as Suggestion

Suggested 16 May by user Kevin Osborn

Moved into Duplicate - Closed 21 May