Search and Drill Down by Category
It would be good to search for all transactions in a category, and filter by date.
lschwartz@gmail.com About 2 months ago
Search and Drill Down by Category
It would be good to search for all transactions in a category, and filter by date.
lschwartz@gmail.com About 2 months ago
Custom Report(s) - Saved
For reporting purposes, I do not require certain preloaded accounts and do not wish them to appear in my companies financial reporting. This feature does not seem to be available or requested yet. It would also be nice to toggle between periods on the statements, with perhaps pre-loaded filters like “Last Month”, “Last Qtr”, “Current Year”, “Current Month”, “Last 30 days”, etc… Also would be nice if you could have the report reappear with the filters last applied when you leave the page and hit the back button, that way the filter does not have to be reapplied.
Ryan Dumont 4 months ago
Custom Report(s) - Saved
For reporting purposes, I do not require certain preloaded accounts and do not wish them to appear in my companies financial reporting. This feature does not seem to be available or requested yet. It would also be nice to toggle between periods on the statements, with perhaps pre-loaded filters like “Last Month”, “Last Qtr”, “Current Year”, “Current Month”, “Last 30 days”, etc… Also would be nice if you could have the report reappear with the filters last applied when you leave the page and hit the back button, that way the filter does not have to be reapplied.
Ryan Dumont 4 months ago
Bank connections in other countries via PLAID
Hi there I noticed other software in UK is using PLAID, I just wondered if its an easy API / etc to use for adding other bank connections? I just noticed that many apps don’t integrate with UK banks because open banking is hard or something, but I’m hoping this is the secret! It’s PLAID .com btw. i have absolutely no affiliation I am just using another accounting app to import my transactions (which runs on PLAID) and then my plan is to import to ADAM from there.
Tom Holmes 5 months ago
Bank connections in other countries via PLAID
Hi there I noticed other software in UK is using PLAID, I just wondered if its an easy API / etc to use for adding other bank connections? I just noticed that many apps don’t integrate with UK banks because open banking is hard or something, but I’m hoping this is the secret! It’s PLAID .com btw. i have absolutely no affiliation I am just using another accounting app to import my transactions (which runs on PLAID) and then my plan is to import to ADAM from there.
Tom Holmes 5 months ago
