The current version of the program is beautiful to view and insightful to use. I have two brokerage accounts, one of which is also a cash management account, which is basically a checking account linked to a brokerage account.
Because I rely heavily on these brokerage account for most of my banking in addition to my investments, I have been reluctant to purchase the program.
Do you have any immediate or future plans to support an investment/brokerage account? Features that would be especially meaningful are: the recording of cash and debit transactions, stock buys/sells, various types of dividends, capital gains/loses, commission fees and taxes, industry/sector data, and the ability to enter reinvestment of dividends or mutual fund distributions. Integrating investment data to the program's already brilliant charts and report, as well as perhaps adding a few graphs that monitor portfolio value, cost basis, capital appreciation, current asset allocation vs. target allocation, etc., would make MoneyWiz the most comprehensive financial app within the App Store (in my opinion!)!
Thank you so much for taking the time to read my post -- it's truly appreciated!
Please take a look: http://moneywizapp.com/preview-investment-accounts-moneywiz-2-6/
We are almost done.
I'm very sorry about this! We're looking into this now.
If you have recently contacted us to become a beta tester, you will be contacted once the Investments beta is available. If you're not sure, please contact us at firstname.lastname@example.org with your Apple ID.
As for CSV import - I'll need to clarify this with our design team actually but chances are that manual import will not be part of the initial investment accounts rollout but might come at later point.
Ah, apologies. Indeed I misunderstood that. The feature is currently being ported to Android project so I'm not sure when and if we'll do a beta there.
As for CSV - I've received clarification from our team. We'd definitely like to do this but due to lack of standardisation in terms of import syntax for investment accounts and the complexity of the metadata for those type of accounts, we won't be able to make it happen in the initial investment accounts rollout.
Thank you Pawel. Indeed there is no standard format for this type of transaction list. However there is no standard for transaction lists either yet your import module is very flexible and allow to import almost any transaction data format, I would use the same module for trades import. Furthermore, most trading platforms offer customizable CSV reports allowing to generate files with only the desired fields. It would be nice to at least have a basic importer for now so that the users who wish can tweak their platform-generated CSV files (with excel for ex) so that it matches the requirement of your importer (at least at the beginning, then you can implement a more refined and flexible importer).
Thank you for your input! As I noted, we definitely want to do this - but not in the initial roll-out. This is not an easy task and will take a considerable amount of time to implement - multiplied by the amount of platforms we develop MoneyWiz for.
We don't want to delay the Investments feature any longer so the basic feature + Online Banking support takes priority as it'll satisfy majority of customers waiting for this (of course, majority does not equal entirety so we will do this but given our team size, we have to make hard choices like this).