I would like Cake to exclude transfers between my own accounts. If I transfer money between two of my own accounts, I don't want this transfer to be counted as either income or spending.

Note (from Cake): This has been implemented, but there are two conditions to take into account:
* You need to store all your accounts in Cake (they don't even have to be connected and synchronizing). This is the way to tell Cake that these are all your accounts, and excludes them from income or spending totals.
* We have noticed that some banks currently don't always share all bank account numbers in the transfers. If this data is not available, Cake can not assess that this is an internal transfer. We are working with the banks that have this issue to ensure they correct this. An additional feature will allow users to address this issue: https://feedback.cake.app/forums/924664-open-roadmap-cake/suggestions/40837756-mark-transaction-as-a-transfer

I would like transfers to (or from) my savings account not to be included in my spending (or income) totals.

Note: This has already been implemented. In order for this to work, you have to store your savings accounts in Cake. This way Cake knows that this is your savings account. We have written an extensive blog post on savings:

How to track your savings in Cake?
https://blog.cake.app/using-cake/how-to-track-your-savings/

• It seems that some banks are not sending us the account number in a transfer. In this case Cake can not detect the transfer. As a solution, you can categorize these transactions as "Savings and investments", "Regular savings".

I would like Cake to exclude saving transfers. If I transfer money between a current and a savings account, I don't want this transfer to be counted as either income or spending. It should be counted as savings (either adding or removing savings).

Note (from Cake): This has been implemented, but there are two conditions to take into account:
* You need to store our savings account in Cake (this doesn't have to be connected and synchronizing). This is the way to tell Cake that this is your savings accounts.
* We have noticed that some banks currently don't always share all bank account numbers in the transfers. If this data is not available, Cake can not assess that this is a savings transfer. We are working with the banks that have this issue to ensure they correct this.

I would like to store the number of my savings account into Cake. This would allow Cake to track transfers to (or from) my savings account.

Note (from Cake): As some countries restrict the implementation of the PSD2 legislation to current accounts, we might currently not be able to synchronize these accounts. In this case, Cake will already store the account number. This will enable you to easily enroll it at a later stage (when the interface of your bank becomes available). We will additionally use this account information in reports and insights; for example to exclude saving transfers between your accounts from spending and income reports.

I would like transfers to (or from) my investment account not to be included in my spending (or income) totals.

Note: This has already been implemented. In order for this to work, you have to store your investment accounts in Cake. This way Cake knows that this is your savings account. We have written an extensive blog post on savings, and the investment accounts work exactly in the same way:

How to track your savings in Cake?
https://blog.cake.app/using-cake/how-to-track-your-savings/

• It seems that some banks are not sending us the account number in a transfer. In this case Cake can not detect the transfer. As a solution, you can categorize these transactions as "Savings and investments", "Investments".

I would like to change the type of bank account: either set it as a current, savings or investment account.

The type will be used to detect transfers between your accounts, and for example exclude them from the weekly and monthly (cashflow) reports. We will additionally generate separate reports and insights for each of these respective scenarios:
* The transfers between current accounts will be identified as transfers.
* The transfers between current and savings accounts will be identified as savings.
* The transfers between current and investment accounts will be identified as investments.

Note (from Cake): In the future, we aim to set this type automatically.