For accounts that are not yet onboard with Open Banking, and where we have set up offline accounts for those, it would be great to see a credit or debit recorded whenever a manual balance adjustment is made.
Or if not that, at least a balance history for whenever a change is made to that balance!
Hi @croniman thanks for the suggestion
One way to see a history of balances for a specific account is to use the ‘net worth’ feature. Tap into that and then use the filter to only select the offline account you are interested in.
You can then look at balance updates by different time periods.
This works for any type of account
Thanks @paul_k just tried that, useful way of seeing occurrences of those balance changes.
I’ll also try another method of using custom categories that I saw in another thread