Split up account overview into user defined groups | Accounts, Assets

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Split up account overview into user defined groups

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Steven Steinrücken

I have around 20 accounts and its not easy to identify each of them immediately. Would be great if I could group them either automatically by type or by manual where each group has its own table

February 2, 2021

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Jen

Merged in a post:

Group Accounts

Joaquim

Add a feature allowing to group accounts under one.

Importing Binance from API key creates an account for each assset. If they could all be under one account with sub-accounts.

June 21, 2021

October 7, 2022

Jen

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Scott

This may or may not be the same, depending on my understanding of what Steven is proposing, but having the ability to create user defined account types would be fantastic. Most important to me would be to separate my taxable vs non-taxable investment accounts.

Michael Bianco

Scott: This is a big one for me too. I want to breakout investment accounts by retirement & taxable (ideally, I can further break this down ("high risk taxable" vs "taxable")