Feature - export accounts - currency, start and end

[andreva7]

It would be very useful to have a way to extract the first and last transaction of each account, either visible through the UI as an optional column, or through exporting the account list.

[andreva7]

Would also like the currency of the account to be exported.

Thanks,

[andreva7]

The account values in this list are normalized to the selected currency. I would recommend changing the title of the column during export to say "Balance in <selected_currency>"

[andreva7]

I continue working on building my spreadsheet of accounts for my lawyer.
I started with exporting the account list to excel and been adding columns as I identify what I need.

Adding the date ranges for which statements have been linked would be super useful.
If all transactions have statements linked, a "yes: in an "all statements available" column would be good

[andreva7]

The "account closed" flag is very useful to export.
In the exported spreadsheet you can filter on "not closed" and sort on "last transactions" to see where things are out of date

[clovett]

Ok, I added Closed, Currency, and lastBalanceDate and I switched the Balance to be "unnormalized" so it matches the listed currency.

As for extracting first/last transactions of each account, I think this will have to be a custom SQL lite query or something. It is too specific for a general money app. Or you could write an automation script using something like Power Automate.