how do you deal with multiple accounts and unexpected account types (e.g., investments, crypto, or non-standard assets)? | discoverkit

discoverkit · 2025-09-15T16:42:26.000Z

✨ Great launch, My Financé team! I’m curious — how do you deal with multiple accounts and unexpected account types (e.g., investments, crypto, or non-standard assets)? And what happens if a connected account has data errors or changes (bank renames/transaction categories shift)?

how do you deal with multiple accounts and unexpected account types (e.g., investments, crypto, or non-standard assets)? | discoverkit | discoverkit