Feature requests

Integrate with Corvee Tax planning software

Ability to parse and import the expenses into a specific strategy automatically.

Currently not available via Plaid for business transactions.

I was just wondering if we can have an overall importation of expenses with the option to add them to all relevant strategies simultaneously? Maybe instead of just adding the expenses in the home office strategy, we can also add in meals or travel. So that we won't manually go through each strategy and review the same expenses repeatedly?

This feature would allow all of the expenses from all of the connected bank accounts to flow into the selector. This would save time from having to jump back and forth into the accounts. Also, we could add a column to the expenses to show what bank account they are from. https://www.loom.com/share/44005beeb0aa43d0af127ac530eca819?sid=50224bd8-e64d-4f50-9058-d5f4c2d18207

Tha addition of this feature request would allow the ability to import connection expenses into custom strategies.

W-2 Employer-reported wages & tax withholdings 1099-NEC Non-employee compensation, i.e. independent contractors 1099-INT Interest income from financial instituions 1099-DIV Dividends from financial institutions 1099-B Capital gains & losses through brokerages and exchanges 1099-K Payments from online platforms, apps, marketplaces, or payment card processors 1099-R Distribution of retirement benefits such as pensions, annuities, and retirement plans 1098 Mortgage interest paid 1098-E Interest paid on student loans 1098-T Qualified education expenses Bank Statements Monthly statements from banks Brokerage Statements Monthly statements from brokerages