actualbudget / actual

A local-first personal finance app
https://actualbudget.org
MIT License
15.62k stars 1.21k forks source link

[Feature] Investment account type with book and market value #3698

Closed JamiesonRoberts closed 1 month ago

JamiesonRoberts commented 1 month ago

Verified feature request does not already exist?

đź’»

Pitch: what problem are you trying to solve?

With investments, you typically see a value which is the returns amount, as in, you have invested X but its worth Y due to growth. It would be good to have an investment account type which lets you track 2 values for it.

Describe your ideal solution to this problem

It would be ideal to be able to track 2 different values over time in a unique account type, the book value, or the amount that has been invested or earned due to dividends. As well as the market value, which is the current value if you were to sell.

This would let you track, not only the amount you have invested, but also the growth or loss of it over time. This would most likely needing to track 2 different points at the same time. How often the user chooses to record the market value should be able to be determined by the user, and how much they care to track the overall net value of it.

Teaching and learning

No response

github-actions[bot] commented 1 month ago

:sparkles: Thanks for sharing your idea! :sparkles:

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!