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Feature Request: One-Click Manual Adjustment for Insufficient Quantity Issues
What is being requested?
The ability to
create a manual adjustment for insufficient quantity issues directly from the transaction menu
. This would allow users to:
  • Quickly resolve small discrepancies caused by fee miscalculations or minor sync errors.
  • Automatically create a manual transaction with the same timestamp, wallet, and a zero-cost basis.
  • Avoid the tedious process of manually inputting each detail.
Why is this needed?
Currently, resolving insufficient quantity issues involves:
  • Copying timestamps from the flagged transaction.
  • Calculating and inputting the insufficient amount.
  • Manually creating a new transaction for each instance.
For users with many of these flagged transactions, this is a repetitive and time-consuming process. A one-click menu option directly from the flagged transaction would:
  • Streamline the adjustment process.
  • Improve accuracy by auto-filling key details.
  • Enhance user experience by reducing the manual workload.
What can users do now?
Users must manually create new transactions to resolve insufficient quantity issues, which includes copying timestamps, recalculating amounts, and entering them manually.
Keywords: insufficient quantity, manual adjustment, transaction reconciliation, portfolio management