Schwab accounts: Transactions will migrate to this app. When it's new investment income on an investment asset, Schwab is vague on where the money came from. Can we add tags to these so we can keep track of which assets earned the investment income?
Susan Forwith Over 1 year ago
💡 Feature Request
Schwab accounts: Transactions will migrate to this app. When it's new investment income on an investment asset, Schwab is vague on where the money came from. Can we add tags to these so we can keep track of which assets earned the investment income?
Susan Forwith Over 1 year ago
💡 Feature Request
Enable ability to edit transaction classification
I would like the ability to edit the classification of my transaction in case I make a mistake.
Andrew Yang Over 1 year ago
💡 Feature Request
Enable ability to edit transaction classification
I would like the ability to edit the classification of my transaction in case I make a mistake.
Andrew Yang Over 1 year ago
💡 Feature Request
Completed
Add ability to view and classify multiple txns
Currently there is the ability to classify transactions one by one. It is also a pop-up modal that blocks the entire screen. I'd like a way to view incoming and outgoing txns, txn classification status, and ability to classify multiple txns at once.
Andrew Yang Over 1 year ago
💡 Feature Request
Completed
Add ability to view and classify multiple txns
Currently there is the ability to classify transactions one by one. It is also a pop-up modal that blocks the entire screen. I'd like a way to view incoming and outgoing txns, txn classification status, and ability to classify multiple txns at once.
Andrew Yang Over 1 year ago
💡 Feature Request
Completed
Connect a bank to Solo401k App
I am currently able to connect a brokerage to the Solo401k app such as interactive brokers, tradestation, or charles schwab. But I am unable to add a bank to the Solo401k app.
Andrew Yang Over 1 year ago
💡 Feature Request
Completed
Connect a bank to Solo401k App
I am currently able to connect a brokerage to the Solo401k app such as interactive brokers, tradestation, or charles schwab. But I am unable to add a bank to the Solo401k app.
Andrew Yang Over 1 year ago
💡 Feature Request
Completed
Add article about transaction classification types
When I am prompted by the transaction classification modal, I am allowed to classify inbound or outbound transactions. However I'm not sure what all the options mean when choosing a classification type. It would be helpful to have some easily accessible hyper-linked article around what these types mean so I can better classify my transactions.
Andrew Yang Over 1 year ago
💡 Feature Request
Completed
Add article about transaction classification types
When I am prompted by the transaction classification modal, I am allowed to classify inbound or outbound transactions. However I'm not sure what all the options mean when choosing a classification type. It would be helpful to have some easily accessible hyper-linked article around what these types mean so I can better classify my transactions.
Andrew Yang Over 1 year ago
💡 Feature Request
Add ability to add Fidelity to the Nabers app
We currently use Plaid to connect external third party accounts. Plaid currently doesn't work with Plaid. Find an alternative partner to integrate with Fidelity.
Andrew Yang Over 1 year ago
💡 Feature Request
Add ability to add Fidelity to the Nabers app
We currently use Plaid to connect external third party accounts. Plaid currently doesn't work with Plaid. Find an alternative partner to integrate with Fidelity.
Andrew Yang Over 1 year ago
💡 Feature Request
In Progress
Add ability to connect Solera to the Nabers App
We currently use Plaid to connect external third party accounts. Solera previously used to work with Plaid but doesn't anymore. Either find an alternative partner to integrate with Solera or push Solera to fix their plaid integration.
Andrew Yang Over 1 year ago
💡 Feature Request
In Progress
Add ability to connect Solera to the Nabers App
We currently use Plaid to connect external third party accounts. Solera previously used to work with Plaid but doesn't anymore. Either find an alternative partner to integrate with Solera or push Solera to fix their plaid integration.
Andrew Yang Over 1 year ago
💡 Feature Request
Payroll Integration for Contributions
Integrate with the major payroll providers. This is useful if your business is structured as a corporation and you pay yourself a W-2 salary to make Solo 401k contributions.
Jeff Nabers Almost 2 years ago
💡 Feature Request
Payroll Integration for Contributions
Integrate with the major payroll providers. This is useful if your business is structured as a corporation and you pay yourself a W-2 salary to make Solo 401k contributions.
Jeff Nabers Almost 2 years ago
💡 Feature Request
Privacy Mode (for screen sharing)
Toggle on privacy mode to share your screen during a workshop. The following items can be masked or randomized: Participant names Institution names Private asset names Account balances Avatar image
Jeff Nabers Almost 2 years ago
💡 Feature Request
Privacy Mode (for screen sharing)
Toggle on privacy mode to share your screen during a workshop. The following items can be masked or randomized: Participant names Institution names Private asset names Account balances Avatar image
Jeff Nabers Almost 2 years ago
💡 Feature Request
Display Self-Directed Gemini Account Balances
See the holdings and transaction history of your self-directed Gemini account in the Nabers app.
Jeff Nabers Almost 2 years ago
💡 Feature Request
Display Self-Directed Gemini Account Balances
See the holdings and transaction history of your self-directed Gemini account in the Nabers app.
Jeff Nabers Almost 2 years ago
💡 Feature Request
Display Nabers Wealth Gemini Account Balances and History
View the Bitcoin holdings of your Nabers Wealth Gemini account(s).
Jeff Nabers Almost 2 years ago
💡 Feature Request
Display Nabers Wealth Gemini Account Balances and History
View the Bitcoin holdings of your Nabers Wealth Gemini account(s).
Jeff Nabers Almost 2 years ago
💡 Feature Request
Completed
See your Nabers accounts in external app (via Plaid)
This would make Nabers Group accounts appear in Plaid. You would be in another app that aggregates and displays data, where you would use Plaid to link your Nabers accounts.
Jeff Nabers Almost 2 years ago
💡 Feature Request
Completed
See your Nabers accounts in external app (via Plaid)
This would make Nabers Group accounts appear in Plaid. You would be in another app that aggregates and displays data, where you would use Plaid to link your Nabers accounts.
Jeff Nabers Almost 2 years ago
💡 Feature Request
Contribution Tracker
This will track your employee and employer contribution progress throughout the year. Enter your estimate net earnings from self employment for each year. Then you will see your maximum contribution amounts as well as your total contributed for the tax year. With this feature, you will no longer have to open a new tab for solo401k.com/calculator and switch back and forth.
Jeff Nabers Almost 2 years ago
💡 Feature Request
Contribution Tracker
This will track your employee and employer contribution progress throughout the year. Enter your estimate net earnings from self employment for each year. Then you will see your maximum contribution amounts as well as your total contributed for the tax year. With this feature, you will no longer have to open a new tab for solo401k.com/calculator and switch back and forth.
Jeff Nabers Almost 2 years ago
💡 Feature Request
Streamlined billing portal in community
The community billing portal will make it easier to update your card, upgrade/downgrade billing, and take advantage of trials and other special offers without re-entering your credit card.
Jeff Nabers Almost 2 years ago
💡 Feature Request
Streamlined billing portal in community
The community billing portal will make it easier to update your card, upgrade/downgrade billing, and take advantage of trials and other special offers without re-entering your credit card.
Jeff Nabers Almost 2 years ago
💡 Feature Request
Completed
Saved Payees / Counterparties
Never enter the same information more than once. If there's a counterparty that you will transact with, save their information for repeat use. Exchanges, title companies, property managers, investment brokers, etc.
Jeff Nabers Almost 3 years ago
💡 Feature Request
Completed
Saved Payees / Counterparties
Never enter the same information more than once. If there's a counterparty that you will transact with, save their information for repeat use. Exchanges, title companies, property managers, investment brokers, etc.
Jeff Nabers Almost 3 years ago
💡 Feature Request