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Is there a user guide or support page somewhere that explains the UI/UX for investment account setup? I'm playing around with my self-hosted version to evaluate if Maybe is worth subscribing in the future. I setup my initial balances for my bank accounts relatively easily, but the UI/UX workflow to create and establish the initial balance in my investment brokerage account is confusing.
Am I supposed to setup the account with the market value of the total account? Is there an import function for the opening balances of securities in the account? How do I establish the opening cost basis and lots?
As it stands, it seems like I create the account and the opening balance I use becomes the starting cash balance. I then have to "purchase" securities at my historical cost basis one-by-one?
Seems like the investment accounts setup and workflow needs a little more work...
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Is there a user guide or support page somewhere that explains the UI/UX for investment account setup? I'm playing around with my self-hosted version to evaluate if Maybe is worth subscribing in the future. I setup my initial balances for my bank accounts relatively easily, but the UI/UX workflow to create and establish the initial balance in my investment brokerage account is confusing.
Am I supposed to setup the account with the market value of the total account? Is there an import function for the opening balances of securities in the account? How do I establish the opening cost basis and lots?
As it stands, it seems like I create the account and the opening balance I use becomes the starting cash balance. I then have to "purchase" securities at my historical cost basis one-by-one?
Seems like the investment accounts setup and workflow needs a little more work...
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