It would be great if Neo would create more tools for end of year book keeping. These could include:
- A search function to make it easier to find a specific transaction. I.e. looking for a donation you made to a specific charitable organization.
- A way to see all of a specific type of transaction for the whole year i.e. utility bills, so you don’t need to go back and find the bill each month
- A summary of interest earned for the tax year, not just the lifetime of the account.