Cash flow analysis now available with Sankey chart

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@MacMoneysac_17 You have to click on bank balance on the total overview page and then you will see it on the right side :)

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@Leonard Unfortunately I still can't find it... I'm in my portfolio, go to total assets and just have the investments/liabilities. Where exactly should that be? :)

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KonradM@KonradM

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@MaxtheCat
1. call up the overview of total assets
2. select bank balances (important: do not click on the individual item, but on total bank balances)
3. Click on show in the top right corner under cash flow

If these short steps have helped you, you will find the new feature immediately 👍

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@KonradM Thank you. Maybe I'm still being discriminated against as an Austrian, I can't find anything :D I'm at total assets, only see my manual portfolios (no active sync, as Austrian bank + broker) and then accordingly have no cash flow option for the "Bank" portfolio. Or I'm really blind...

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Louis@Dellou

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@MaxtheCat find nothing either

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Louis@Dellou

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@MaxtheCat only for premium users by the way

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@Dellou premium I would actually have

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View all 8 further answers

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@KundenserviceCan you help or give me some information? If possible with a screenshot. Thanks in advance.

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structure@cpfl

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@MaxtheCat but you're using the web version, right?

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GeldGenie@GeldGenie

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@cpfl I think it's only for DE users?

Edit:

NVM found it ^^

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Greg@The_Luxemburger

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I love a good sankey diagram :D

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Bameos@Bameos

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Great guys!
Can you take a look at the financial flow copilot feature, I think it's perfect...
If you select a variant in the flow chart, it shows you the corresponding transactions underneath. I'm still missing that here...

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Supermario970@Supermario970

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@Bameos - Coming in 1-2 weeks :)

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Stefan@Slucks87

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It would be good if you could upload the dividend history automatically like with Parquet. I had to relink my account because of an error... and the whole dividend history of the last 2 years was gone.

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20H

@Slucks87 yes the problem doesn't getquin I've been disappointed with the provider several times

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The site is getting more and more confusing, when they concentrated on the simple it was really helpful, now everything is just bloated and confusing.

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Staatsmann@Staatsmann

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@Oktoberfest More functions for the same price are mega...

And since it's a completely separate view that you have to actively navigate to, the rest doesn't get any more confusing in my opinion.

I keep seeing people complaining that Premium is too expensive for too few functions.
Now there's more content in the existing package at no extra cost and it's also wrong? 😅

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@Staatsmann I never complained about the price? Why are you generalizing? Why don't you accept my statement and react to it instead of including other opinions...

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Staatsmann@Staatsmann

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@Oktoberfest I only answered you in general terms :)

More content for the same price is great and since the new functions have their own area, I don't think they make getquin any more confusing.

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Tim@Tacticus

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@Oktoberfest
What exactly are you complaining about? Is it that other people are now getting more use out of the app, but you're getting nothing out of it?

Or are you just complaining to yourself?

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Supermario970@Supermario970

21H

@Tacticus" The site is getting more and more confusing, when you concentrated on the simple it was really helpful, now everything is just bloated and confusing." read, read and ask yourself whether you should comment... For ME, it doesn't have to be for YOU, the site is confusing, explains a lot when people can't find the new things here either and you have to explain it.

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20H

@Oktoberfest I can confirm that simple and straightforward would be great

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Tim@Tacticus

19H

@Oktoberfest
Then it is even less understandable when it is directed at Getquin. Because everyone would like it to be a little different to everyone else.
Every individual taste cannot be taken into consideration.

And it goes without saying that you only speak for yourself when it comes to taste - there are many different tastes.

Instead of complaining that everything used to be better organized, you should express an idea in your own interest as to how it could be clearer NOW with the new functions.
It should be clear that it can no longer be as clearly organized as in the past and that we have left this level (of course). The functions are there now.

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investment_pro_1955@investment_pro_1955

19H

@Tacticus I did not write to you! Someone from getquin wrote a post here! I commented on it, so I directly gave getquin an opinion (my opinion), that they won't completely change it now is also clear to me!!!!!! So what exactly do you want from me???? There are a few here who haven't found the new feature either, so I'm not all alone. Now please just go, thanks.

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Rico@Gamat

19H

Please don't feed the troll @Oktoberfest! It's crazy how he goes off here...

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Tim@Tacticus

18H

@Oktoberfest
We don't have to shout here!

Just accept well-intentioned help, that's it!

If you don't want to receive public reactions, please use the feedback function in the profile menu.
There you are in direct contact with customer service.
This is actually what they are there for.

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View one more answer

structure@cpfl

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Now please just add a 5Y period for the course views (and fixes in the web version) and getquin is perfect 😍

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1D

Very important feature. However, it still needs to be greatly expanded before it can really be used. My suggestions/comments:

- Automatic assignment of expenses, especially recurring ones such as electricity/internet etc.
- the page refreshes with every manual assignment and you have to laboriously scroll down again
- Recognition and assignment of insurances, which you can also store with you
- Modification of the categories, many things like children etc. do not apply to everyone
- Determine your own color scheme
- Possibly emojis for categories

The suggestions are of course intended to help you. Otherwise I think it's great!

Ps.: As has already been noted, Finanzfluss gets it almost perfectly right, especially with the automation (unfortunately they don't support TradeRepublic's visas).

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Pope Donkey XXI@DonkeyInvestor

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@investment_pro_1955 - Thanks for the feedback! We will of course continue to expand the feature bit by bit! 👍

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Andi 🌊.@Itsnotjustmoney

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I don't need it.

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I like it. Keep up the good work and maybe I'll link my account after all.

How do you deal with one-off payments? For example, vacation and Christmas bonuses? Likewise with annual expenses such as insurance? Is it possible to create a yearly bank key?

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Christian@christian

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@DonkeyInvestor You can choose the period freely - so an annual Sankey chart is also possible. You can reclassify transactions yourself and thus decide for yourself how one-off payments should be taken into account.

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Pope Donkey XXI@DonkeyInvestor

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@christian mega. Thank you

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TheFlyingChris@TheFlyingChris

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@DonkeyInvestor Reclassifying transactions is already possible in this version! In the next iteration we will give you the possibility to click on the respective category and see all related transactions 👍

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Interesting if I open on Safari the layout is not working, but its working on Chrome :) good stuff though

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@TheFlyingChris - thanks we will check it out :)

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Ricard@Rey_Charmander

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Top!!!

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Schöbi@schoebi

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Stark 🏋️‍♀️

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Ricard@Rey_Charmander

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Visual step by step Will be key!👍

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Rubén G. Gómez@IAMRG

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When will the index fund price updates be fixed?
Since the end of December 2024, the valuations have not been updating correctly. In many cases, the data takes weeks to reflect, and some funds are even showing real-time prices that do not align with their actual net asset value. This issue is affecting funds such as $FEPD $N3G29X and $SRS22H .

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Júlio M.@CapitolinoSousa

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I can't find it

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@CapitolinoSousa - https://app.getquin.com/en/net-worth/cashflow

22H

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ptr@profit_maker_583

15H

And I just wish I could get my IBKR transactions to sync (& display history, but that never worked)...

It stopped working so I tried fetching from scratch and it didn't succeed - no error message, just silently dropped the account.

I had to fall back to fetching just holdings, which don't auto-sync and possibly lack some insights (& of course history).

Before such core features work reliably I won't be excited about any new features, and won't 't pay for Premium. If the core would work well I'd go for it.

I need a good overview of the aggregated performance of all my portfolios & savings, and without accurate IBKR where I hold most my money the product fails for me miserably.

I started just focusing on my IBKR performance and learnt to use their reporting (much less convenient, but at least it's accurate).

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Winkl@Winkl

13H

what you don't find straight away is total junk.

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Metis@Metis

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Since the last update, it keeps knocking me out of the widget... 💀

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Kundenservice von getquin@Kundenservice

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@Metis - Update the app with pleasure, should be fixed :)

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@Metis Install 2.159.0 once. :)
It has been rolled out in the stores since yesterday.

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Metis@Metis

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@Kundenservice Okay, I got the last update according to the store on 04.06. - version 2.156.0 - that's all I'm offered.

Android 15 on a Xioami 14.

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Luis V.@Hyperisk

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@Metis +1

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BitcoinerMitMachete@Satoshi_Vallahmoto

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Great idea, but I don't know if I would really link my account.

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Kundenservice von getquin@Kundenservice

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@Satoshi_Vallahmoto You can also create the transactions manually if you wish.

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BitcoinerMitMachete@Satoshi_Vallahmoto

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@Kundenservice Ok, thanks for the tip.

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