Current Balance and Amount Due
Terry Kates
When the data are pulled back from Plaid for credit card and bank accounts is it possible to display, for credit card accounts, the current balance and remaining statement balance (i.e., the amount left, if any, to still be paid on the current statement), and, for bank accounts, the current balance and available balance.
I've worked a bit with the Plaid API (I'm a developer) and, IIRC, those data are returned from the Plaid API call.
Maybe those balances could be exposed in the Account Edit screen and/or displayed on the summary page next to the account.
If that's not possible, could you point me in the right direction to maybe use python or possibly create my own extension to do this?
Terry Kates
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1 Posted by -Kevin N. on Jun 28, 2022 @ 10:03 PM
Hi Terry,
Click on the balance in the lower right-hand corner of the register for several different balances based on the account type.
https://infinitekind.tenderapp.com/kb/register-and-transactions/bal...
-Kevin N. (not a member of MD Support)
2 Posted by email on Jun 29, 2022 @ 12:27 AM
Kevin,
That's great! I wasn't aware of that feature. The one thing I'd like
to see, though, is the 'remaining statement balance' for the credit
card accounts.
Any chance that can be added?
Terry
"-Kevin N." <[email blocked]>:
3 Posted by dwg on Jun 29, 2022 @ 03:42 AM
I'm a fellow user.
Providing a remaining credit card balance on the summary page is a function of the Debt Insights extension however there are reports of this extension not working correctly on later Moneydance releases.
System closed this discussion on Sep 28, 2022 @ 03:50 AM.