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https://github.com/maybe-finance/maybe.git
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49c353e10c
* Start tests rework * Cash balance on schema * Add reverse syncer * Reverse balance sync with holdings * Reverse holdings sync * Reverse holdings sync should work with only trade entries * Consolidate brokerage cash * Add forward sync option * Update new balance info after syncs * Intraday balance calculator and sync fixes * Show only balance for trade entries * Tests passing * Update Gemfile.lock * Cleanup, performance improvements * Remove account reloads for reliable sync outputs * Simplify valuation view logic * Special handling for Plaid cash holding
81 lines
1.4 KiB
YAML
81 lines
1.4 KiB
YAML
other_asset:
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family: dylan_family
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name: Collectable Account
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balance: 550
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currency: USD
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accountable_type: OtherAsset
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accountable: one
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other_liability:
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family: dylan_family
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name: IOU (personal debt to friend)
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balance: 200
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currency: USD
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accountable_type: OtherLiability
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accountable: one
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depository:
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family: dylan_family
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name: Checking Account
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balance: 5000
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currency: USD
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accountable_type: Depository
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accountable: one
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connected:
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family: dylan_family
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name: Connected Account
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balance: 5000
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currency: USD
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accountable_type: Depository
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accountable: two
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plaid_account: one
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credit_card:
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family: dylan_family
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name: Credit Card
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balance: 1000
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currency: USD
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accountable_type: CreditCard
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accountable: one
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investment:
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family: dylan_family
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name: Robinhood Brokerage Account
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balance: 10000
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cash_balance: 5000
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currency: USD
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accountable_type: Investment
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accountable: one
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loan:
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family: dylan_family
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name: Mortgage Loan
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balance: 500000
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currency: USD
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accountable_type: Loan
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accountable: one
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property:
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family: dylan_family
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name: 123 Maybe Court
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balance: 550000
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currency: USD
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accountable_type: Property
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accountable: one
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vehicle:
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family: dylan_family
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name: Honda Accord
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balance: 18000
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currency: USD
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accountable_type: Vehicle
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accountable: one
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crypto:
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family: dylan_family
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name: Bitcoin
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balance: 10000
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currency: USD
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accountable_type: Crypto
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accountable: one
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