Questions for our team? Just reply to this tweet and CEO Jon Stein, President of Retail Mike Reust, and Director of Behavioral Finance and Investing Dan Egan will be on at 5pm ET today with answers.
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I wish Cash Reserve 2-way swap was more intelligent, since spending can fluctuate month-to-month. I already have all my credit cards linked to Betterment, so why can’t it use the balances on those cards it to help predict the target balance in the checking account?
If you expect your spending habits will change considerably in the near future, you can always set your own target balance range to something that you're comfortable with. For more info, please check out our article on Cash Analysis here: https://www.betterment.com/resources/checking-account-cash-analysis/ … (2/2)
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Thanks I understand how it uses past data for predictions, the automation is the reason I use this feature. My feature request is to use the same intelligence for current/future predictions by factoring in the credit card balances/bills as well as the checking account.(1/2)
Bedankt, Twitter gebruikt dit om je tijdlijn te verbeteren. Ongedaan makenOngedaan maken
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I don’t want to specify a manual range, as this can fluctuate month-month or year-to-year. I truly enjoy the automation of this feature, I’m just suggesting how to make it a little smarter
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Thank you for clarifying your request, Nathan! We appreciate you providing your valuable feedback and we’ll make sure it gets passed along to the appropriate teams.
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