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Everything at a glance: Now also bank balances and liabilities in getquin

Dear Community,


here we go - get ready for massive updates in the next few weeks.


Today we are launching the first major feature:

From now on, you can link all your net assets to getquin - including bank balances and liabilities.

This gives you everything in one overview - automatically and in real time.


The automatic link is currently only available for users in Germany. However, everything can be entered manually worldwide.

To use the feature, you need app version 2.152 or higher. iOS is already live, Android will follow later today.


PS: You can access the new overview pages directly from the dashboard. The investment page will remain the default, so your usual user experience will not change.


As always, please share your experiences with the new functions.

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283 Comentarios

This means you can soon uninstall Finanzguru and track everything via GetQuin
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@OnlyEko I thought so with Parqet.
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@OnlyEko Well, Finanzguru offers even more in the paid version. Analyses, insurance, termination service, etc.
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@Tobi60 Maybe everything will come. :D
@Tobi60 had the same thought as Metis, that the functions might also be added
@OnlyEko Hopefully not too much. Otherwise, apps like this always go downhill: more and more features, more and more confusing, the core competencies barely recognizable. Investment analysis: and as optimized as possible would be enough for me.
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@Gomerdoc Yes, I don't need it either. Getquin is for the depot and for replacement. I don't think it HAS to be able to do more than that.
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@OnlyEko
Not really replaceable.
With Finanzguru you can also make transfers and transfers directly from the app + analysis functions as mentioned by @Tobi60.
In a way, it's a worthy replacement for banking apps most of the time.
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Cool. ✌️😎🚀

Greetings
🥪
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Massive release! Well done to the team 🤩
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The innovative power of GQ is so blatant, I wouldn't be surprised if at the end of the story there is a banking license and we get securities accounts, portfolio tracking, banking and social media from a single source 💪
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Very cool, many thanks for the additional features
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Great. Now if you could add all coupons payments from bonds on the dividends dashboard (and maybe rename that view as Investments income), and possibly allow other income types such as real estate, that would be top
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@value_crafter_183 yep, I’m missing the bond payments too!
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Strong!

Addendum: The term "bank balance" does not apply to some of my accounts 😂✊🏼
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Uhuuuuu. Now it's starting to get exciting.

So far, I've actually only tracked cash via the Copilot cash flow because it's too much for me to do manually with a multi-account system at the C24.
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@Metis - Until now, we have only supported C24 with manual import. From today, however, you have the option of importing it automatically. Have fun! :)
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@Leonard Thank you! 😁

Maybe I'll be able to cancel one of them at some point, so far I've used both tools to complement each other.
@Leonard But overnight money pockets are not yet supported?
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@Leonard I currently have the problem that I want to create something manually for the C24 call money account, because of course it doesn't work automatically, but it always moves it to the investments and not to the bank and savings accounts where I actually want it. I don't want it to appear with my investments.
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@Metis - Have you been able to connect C24 automatically? Or do you just want to create the account manually?

Here I explain how to track liabilities manually, the same way also works for call money accounts. However, you have to select "bank balances" instead of liabilities :)
https://www.loom.com/share/5caf2eb66b6541c4be1dbb2f14d50daa?sid=b83e052f-6b61-4cfa-892b-eb292ee32e75
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@Leonard Yes, I was able to connect all the Pockets/current accounts automatically. But not the overnight money pocket again, which is already not possible with the Finanzfluss copilot.
So I wanted to add it manually.
I'll take a look at the link when I have the chance to listen with sound, thank you!
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@Leonard I think I have found the "problem". It doesn't seem to register that I select "Bank balance" via the app, but it still adds it to Investments. In the cell phone browser, on the other hand, it has taken it over as a bank balance or extra account under bank balance without any problems.

Edit: Android app, version 2.152.0 on a Xiaomi 14.
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@Metis Okay, then you were able to set it up. I'll be happy to take a look at the problem on the web :)
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@Leonard So, everything was fine for me in Handy Web, but not in the Handy APP. I had the problem in the app.
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Cool, things are moving forward :)
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Is there any plan to allow us to customize the icons in the accounts? Currently for worldwide everything shows with the icon of a "$".

Being able to disable or customize this would be pretty cool imo.
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@ayydany - yes, we are already working on, that we are taking the logos from the banks/ brokers. Individualization might be possible in the future :)
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Hammer!
Is there a small preview of what else awaits us?
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Interesting feature!
I'd like to try it out. I normally view my securities account and my other investments separately (it's easiest for me this way). Is it possible to remove the accounts again without affecting the rest?
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@FinanzFell Yes, of course. You can track investments and cash separately here.
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@FinanzFell - yes, you can :) You can simply go to the settings and remove certain accounts there :)
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@Leonard I can no longer remove my linked current account in the settings. It does not disappear.

I can also no longer add manual transactions (PDF) 😢
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@six - what exactly do you mean by "doesn't disappear"? :)
You want to add PDFs to an existing portfolio?
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@Leonard I have created a post with screenshots: https://getqu.in/goxbnA/ https://getqu.in/goxbnA/
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Now only Bybit support and a few functions from Finanzguru and then it's a dream
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Are you planning to include improved portfolio tracking features in the next update? Specifically, will there be an option to view asset performance over different periods (such as YTD, 1M, or 1Y)? This would be really helpful for monitoring and analyzing investments more effectively. There is only intraday or alltime periods which is not enough IMO.
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@PetrV - yes, great feedback. We got this feedback already from you guys and know that you would like to have it. Its just a matter of time :)
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But now the overview of the interest received is missing?
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@NOSUGAR_ - coming soon, already on it :)
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Top! Good for overview
Since it is only available for German users, would be possible to add "automatic mortgage" payments? Just to avoid all the manual work of every month to add the mortgage payment (just a recommendation)
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@fpena - we do not have this feature yet, but i will definitely add it to the feature request and it might end up on our roadmap! :)
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@Leonard it was just an idea! Keep going, guys!
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@fpena its a really good one, thank you!
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Very cool update! 👍 @Kundenservice Unfortunately, WISE is not supported. Is support planned for the future? All other major neobanks already work.
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@Zerax - We are working with a partner here. Please ask if this is on their roadmap :)
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Thanks! would be great if that was planned. :)
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Absolutely amazing! Let’s gooo
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Thank you and your entire team @christian 😊
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Mejorando día a días. Gracias
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Mega! Things are moving forward with innovations 👍🏽. If the corresponding logos are added now, absolutely successful 🤘🏽✨
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I am a premium member of Getquin, since i really like this app about investing. My idea is that It would be nice and also very helpful, if you could put an ESG/SRI score or ESG/SRI categorization in the allocation PREMIUM pies, so the investor who is interested in socially responsible investing could see his progress, in this respect. Thank you.
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My bank is not eligible, too bad
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@Ozzel - Which bank are you talking about? :)
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About Western Union Bank Germany
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@Ozzel Unfortunately, the bank is not supported by our service provider. We'll see what we can do, but again, I can't promise anything.
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All good 😂 is also an unusual bank for the average German citizen
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@Ozzel What can it do better than other German banks?
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Everything 😀

Joking aside, I travel a lot, simply has good conditions for abroad
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Unfortunately, my banks such as Finom and Tide are not included either😔
@Leonard Why are there hundreds of Raiffeisen banks but not GENODEF1PEI?
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@Haberlapp - Apparently this is not supported by our service provider. Unfortunately, I can't tell you if they have it on their roadmap to support it or not.
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Stupid question, but how exactly? I have updated the iOS app and updated my comdirect. No cash balance is displayed, only the custody account.
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Great news! Thank you!
@Kundenservice the connection is successful, but I can not see the portfolio in the tabs, both in web and mobile.
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No sooner posted than my portfolio goes up again. Hammer 😍😍😍
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Great new features, just wondering will it be possible to manually add the monthly repayment. Say I have a 500k loan and I pay back 1815€/month, would it be possible that getquin reduces my monthly payments each month automatically ?
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Cool thing! 👌
Small feature request: copying (duplicating) portfolios.
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Fantastic - thank you for listening to our feedback and requests
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Can I add cash manually? It always shows within my investments?
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