Given that Emma can’t connect to my broker (Hargreaves Lansdown), I have to use a Manual account to track my investments.
In the absence of the automated feed, I’d like to track my daily performance so I use the “Change balance” functionality. However, this doesn’t seem to add a transaction with the delta between old balance and new balance in effect, tracking the performance). The current functionality changes the balance historically as well, which hides any daily movement.
An example from a competing app (MoneyWiz) - it automatically creates a “New Balance” transaction with the delta between the old balance and the adjusted one: