Suggestions

:speech_balloon:

Historical account balance

I know the Progress page keeps track of the historical total balances, but it would be nice to have progress tracked at the individual account level.

One place where this might be useful: to create a fixed date plan from a past date while automatically pulling in the account balances from that date as the starting criteria.

2 votes

Tagged as Suggestion

Suggested 01 February 2023 by user Phil Burrows