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  • #1047
Closed
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Created Dec 08, 2020 by sinopsysHK@sinopsysHK

[NewFeature] Forecast & Liquidity alerts

User story 1: I'd like to receive an alert when my credit card balace is about to be paid but my current account is short in money

User story 2: I'd like to receive an alert when any automatic recurring paiement will be debited on an account where there is not enough funds

Feature needed:

  • Autodetect recurring transactions
  • compute forecasts from current balances based on known recurrent transactions
  • manage settlement date of credit cards (today we capture trade date, value date payment date of transactions unitarely but we would need to capture when credit card account is closed and when it settles against linked account)
Edited Dec 08, 2020 by sinopsysHK
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