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Bug: Adding transaction to crypto account should be similar with investment account #1465

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LeiShi1313 opened this issue Nov 15, 2024 · 1 comment
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@LeiShi1313
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Describe the bug
A crypto transaction is similar with a investment transaction, the difference is that the price could be another ticket, for example, ETH-BTC

To Reproduce
Steps to reproduce the behavior:

  1. Go to one of crypto account
  2. Click on 'New'
  3. See the modal

Expected behavior
A similar modal when adding new transactions in investment accounts

What version of Maybe are you using?
Self-hosted, 0.2.0-alpha.2

@LeiShi1313 LeiShi1313 added the 🐛 Bug Something isn't working label Nov 15, 2024
@zachgoll
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In order to have a fully featured view for crypto, we will need to:

  • Enable support for a variety of crypto prices in Synth API
  • Build a tailored view (similar to investments) so that users can track crypto holdings
  • Add the ability to link wallets / exchange holdings

Due to our lack of support for this, our current suggestion is to create a "value only" crypto account that tracks the overall value of all crypto owned:

CleanShot 2024-11-18 at 12 40 28

This will allow you to include an approximate crypto value in your overall net worth while waiting for our official Crypto views.

We also have basic support for BTC currency exchange, so you can create a barebones setup as shown below where you track Bitcoin in one crypto account and "everything else" in another:

CleanShot 2024-11-18 at 12 46 06

This is our recommendation for right now, but we do have "Crypto Views" on the roadmap:

https://github.com/maybe-finance/maybe/wiki/Roadmap

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