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[Feature] Add stock/crypto balance #1515

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opened 2026-02-28 19:46:04 -06:00 by GiteaMirror · 5 comments
GiteaMirror commented 2026-02-28 19:46:04 -06:00
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Originally created by @vgarciac on GitHub (Oct 16, 2024).

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

I would like to add an account to track my stock and cryptos. With the possibility to sync with the stocks/coins price to update total net worth.

Describe your ideal solution to this problem

No response

Teaching and learning

No response

Originally created by @vgarciac on GitHub (Oct 16, 2024). ### Verified feature request does not already exist? - [X] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? I would like to add an account to track my stock and cryptos. With the possibility to sync with the stocks/coins price to update total net worth. ### Describe your ideal solution to this problem _No response_ ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-02-28 19:46:05 -06:00
GiteaMirror commented 2026-02-28 19:46:05 -06:00
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@github-actions[bot] commented on GitHub (Oct 16, 2024):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@github-actions[bot] commented on GitHub (Oct 16, 2024): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-02-28 19:46:06 -06:00
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@Froggy232 commented on GitHub (Jan 3, 2025):

Hi,
Even if I think it would be a huge job, I think integrating crypto-currencies to Actual would be a very very nice feature, especially as they can be read online very easily, so no need for gocardless or nordigen or things like that.
If there is a bounty program for actual, I'm able to make a small donation for this feature.
Thanks you a lot for your soft, even if it's not added!

@Froggy232 commented on GitHub (Jan 3, 2025): Hi, Even if I think it would be a huge job, I think integrating crypto-currencies to Actual would be a very very nice feature, especially as they can be read online very easily, so no need for gocardless or nordigen or things like that. If there is a bounty program for actual, I'm able to make a small donation for this feature. Thanks you a lot for your soft, even if it's not added!
GiteaMirror commented 2026-02-28 19:46:06 -06:00
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@jhollowe commented on GitHub (May 20, 2025):

some thoughts on initial requirements:

  1. this would need a new type of account which tracks a count of an asset (stock or currency) with some way to convert the count to a value
  2. ideally we could also store the conversion rate (or be able to look up historical rates) to be able to generate a cost basis
  3. ideally the conversion method would be pluggable so adding a new type of asset would be easy
  4. transfers between a value (normal, current type) account and an asset account. If it was simply "use the current conversion rate to subtract from the count and add to the value" it would be fine, but pretty much any liquidation of assets comes with taxes and/or fees.
  5. budgeting with an asset account would be very difficult. I think at least the initial implementation should be non-budget only to make development easier.
@jhollowe commented on GitHub (May 20, 2025): some thoughts on initial requirements: 1. this would need a new type of account which tracks a count of an asset (stock or currency) with some way to convert the count to a value 2. ideally we could also store the conversion rate (or be able to look up historical rates) to be able to generate a cost basis 3. ideally the conversion method would be pluggable so adding a new type of asset would be easy 4. transfers between a value (normal, current type) account and an asset account. If it was simply "use the current conversion rate to subtract from the count and add to the value" it would be fine, but pretty much any liquidation of assets comes with taxes and/or fees. 5. budgeting with an asset account would be very difficult. I think at least the initial implementation should be non-budget only to make development easier.
GiteaMirror commented 2026-02-28 19:46:07 -06:00
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@jhollowe commented on GitHub (May 20, 2025):

I think this also somewhat relates to supporting multiple currencies (#1132)

@jhollowe commented on GitHub (May 20, 2025): I think this also somewhat relates to supporting multiple currencies (#1132)
GiteaMirror commented 2026-02-28 19:46:07 -06:00
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@k4u5hik commented on GitHub (Nov 10, 2025):

This is my workaround.

As they cannot be considered cash that I can budget and the market value changes constantly, I use a tracking account for these and create an adjustment to account for change in value. In reports I add those accounts for checking the current net worth.

@k4u5hik commented on GitHub (Nov 10, 2025): This is my workaround. As they cannot be considered cash that I can budget and the market value changes constantly, I use a tracking account for these and create an adjustment to account for change in value. In reports I add those accounts for checking the current net worth.
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