Merge Existing Accounts with Bank Connections (Keep History)

Currently, when linking a bank account, there is no option to merge it with an already existing account in the app. This creates a major issue for long-time users: if you already have years of transaction history manually tracked, you either have to abandon it and start from scratch with the new linked account, or keep two separate accounts (one historical, one automated).

I would love to see a feature that allows users to merge an existing account with a newly linked bank account. This way, all past transactions remain intact, while future ones are imported automatically. It ensures continuity, saves years of personal finance history, and makes the app much more powerful for loyal users.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

8 months ago

Author

Filippo Musso

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