Feature Request: Editable Table for Manual Accounts

[erikgoins]

Describe the feature

An excel like table for manual accounts. The table should include the account name, category, last updated date, and account value.

The account value should be an editable text field and whenever it's updated, it should record a new value for the account (or asset).

For example, I could have cars, houses, boats, or private equity real estate investments in these line items. They should be editable without having to go into each line item, editing it, and saving it.

Why is this feature important?

I have +20 manual line items. To manually edit each of these in traditional wealth management software is burdensome to the point where I won't use it.

I currently manage these accounts in a Google Sheet. Replicating that experience would bring me to Maybe, noting that I edit the values each month (nothing else changes).

Additional context, screenshots, and relevant links

No response

[zachgoll]

@erikgoins if we supported a "bulk CSV account import", would that satisfy your use case?

If not, what would still be missing?

[erikgoins]

No, I'm envisioning that I add all of these accounts manually to Maybe and then I update the balances there.

I can see the CSV upload working in the short term as a work around, but I'd be uploading the same accounts every month with different balances, which might cause an issue tracking the balances over time.

If the use case isn't 100% clear here, let me know and I can record a loom video of exactly what I'd like to see.